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Appointed Representative Protection Proposition

Key Benefits

  • Top Commissions in the Market
     
  • FREE quotation systems
     
  • Access to the Full Protection Market Place - No restrictive panels
     
  • FREE access to our Back office system - The Financial Services Toolbox
     
  • Weekly Commission Run - Renewals paid for life.
     
  • Direct deal facilities with providers
     
  • Paperless applications and online underwriting systems. 
  • Full Training and Compliance support and PI included
     
  • Retentions based on total business volumes transacted through PTFS
     
  • Qualification into PTFS Yearly convention
     
  • Field support from providers
     
  • Online training support through Sales Ideas and product information
     
  • Unrivalled Marketing & Business Development Support
     
  • Access to Product Literature and Provider websites
      
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Products

We offer a comprehensive range of products, including:

  • Term Assurance
  • Mortgage Protection
  • Critical Illness
  • Life & Critical Illness
  • Life & Critical Illness first event
  • Income Protection/PHI
  • Family Income Benefit
  • Waiver of Premium
  • Keyman, Business Protection, PHI, Life, CI cover
  • Group PHI/Life/CI cover
  • Over 50's - no underwriting
  • Whole of life




     
Protection Providers

PTFS has relationships with all leading Health Care product and service providers including:

  • Aegon
  • Aviva
  • Bright Grey 
  • Engage Mutual
  • Ageas 
  • Friends Life
  • Holloway Friendly
  • Legal & General 
  • Liverpool Victoria 
  • Lutine Assurance
  • Partnership Assurance 
  • Exeter Family Friendly 
  • PruProtect
  • Scottish Provident   
  • Unum 
  • Zurich

 To find out more about joining PTFS please call our Head Office on:
0121 767 1011

 

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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.