Are You Missing Later Life Lending Opportunities?
Many advisers already have clients who could benefit from later life lending, but spotting the right opportunity isn’t always straightforward.
Join Advise Wise and Twenty7tec for our webinar exploring when a lifetime mortgage could be the right solution and how to identify opportunities within your existing client bank.
🎤 Charlotte Rowlands, Advise Wise
⏱️ 45 minutes + live Q&A
What you’ll learn:
✅ How to identify potential later life lending opportunities
✅ The most common reasons clients take out a lifetime mortgage
✅ real-life customer scenarios
✅ The key questions to ask when exploring client needs
From repaying existing borrowing and supporting family members to funding later life plans and estate planning, we’ll cover the scenarios where later life lending can make a real difference.
Don’t miss the chance to uncover opportunities that may already exist within your client base.