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A Trading Style of Platinum Financial Consulting

Authorised and Regulated
By

   
THE FINANCIAL SERVICES
AUTHORITY
FSA Registration No : 227014  
     
 

Financial Advisers & Brokers

 

We understand that in the vast majority of cases you will be able to provide your customers with a range of life insurance products to meet their needs. However there will be the odd occasion when one of your customers has their application declined or even a policy cancelled.

When this happens what should you do ?


You can of course continue to see if you can place the business for your customer with another insurer, but beware. We are contacted on a regular basis by customers who have become frustrated at their broker's inability to get them cover. Not only are they without cover but they may have had a series of declines along the way, all of which they now have to declare on all future insurance applications. Many see their broker as responsible for this.

The point we are making is that, even though you are doing your very best to get cover for your customer, should you be unsuccessful, you are putting your long term relationship with the customer (and their business with you) at risk.

Our affiliate scheme will allow you to refer your customer to us and receive a fee in return. You still retain full ownership of the customer, but if we are unable to get them cover, then it is our problem, not yours.

Furthermore, even though we say it ourselves, if we are unable to get them cover, it is unlikely they will get it anywhere else.

If you have a website or other marketing tool, a link to our website will see you earn a fee from any cases that complete.

Full details of our affiliate scheme can be found by clicking this link.



 
 
 
     
     
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Platinum Financial Consulting, 14 Mildmay House, Foundry Lane, Burnham-on-Crouch, Essex, CM0 8BL

Telephone : 08450 55 95 65               Fax : 0871 277 1422          Email : help@platinumifa.co.uk

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