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Personal Touch has a history of helping IFAs and Mortgage Brokers grow their business.
Now it has developed two schemes to help IFAs and mortgage brokers plan their own retirements.
1. Immediate Retirement Plan
2. Phased Retirement Plan
Both plans present fantastic opportunities to maximise the value from your business whether you are contemplating retiring now or in the future.
Key Benefits Include;
- Guaranteed levels of income
- Potential for a lump sum payment in the event of your death
- Unrivalled Income stream for new business
- Security with the knowledge that YOUR customers are being looked after
The process could not be simpler and with the backing of a major financial institution as well as award winning technology – you know your income will be safe and paid on time every time.
In addition the process couldn’t be simpler – with our experienced professional staff helping you through every step of the way
Click here to download the Retirement Planning Brochure
Click here to download the online enquiry form
If you would like to speak to someone or would like further information please do not hesitate to contact our dedicated regional support teams on:
Agent Development South & Wales: - 0121 767 1010
Agent Development North, Midlands & NI: - 0121 767 1012
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