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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
  • AXA Sun Life 
  • Bright Grey 
  • BUPA 
  • Engage Mutual
  • Fortis Life
  • Friends Provident 
  • Holloway Friendly
  • Legal & General 
  • Liverpool Victoria 
  • Lutine Assurance
  • Partnership Assurance 
  • Pioneer Friendly 
  • PruProtect
  • Royal Liver 
  • Scottish Provident   
  • Unum 
  • Zurich

 

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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. This website is for intermediary use only and is not intended for the general public.