TMA ADDITIONAL SERVICES.

WILLS AND TRUSTS...

Are you looking for a referral option to support your clients in protecting their family? Without a Will your clients may not receive everything, and unmarried partners may receive nothing. Estate administration will take longer and be more stressful and more expensive. Avoid these problems,  you can refer your clients to make their Will today.

Mylastwill.co.uk is a cutting-edge online platform that empowers brokers and professionals to offer a comprehensive will-writing service to their clients, eliminating the need for any prior training, insurance, or exposure to risk.

Speak to your TMA Key Account Manager to find out more or call broker support on 0330 303 0236.

Benefits to the broker:

  • Provide free or discounted Wills to your clients
  • Normalise discussion about death with clients
  • Set yourself apart from competitors
  • Additional justification of broker fees
  • Receive commission for additional services sold by Mylastwill
  • Simple 2 step process to send discount codes
  • Gain leads from people nominated in Wills

*Clients permission required. Only available when using the Handover process

LEAD GENERATION...

Are you looking for someone to support you with lead generation? This allows your businesses to maintain a consistent level of sales and revenue. 

They generate exclusive real-time leads for various sectors including Business Services, Financial Services, Home & Pet Insurance, Personal Insurance, Travel Insurance & Vehicle Insurance. Every enquiry generated is exclusive to each company, once registered, you will have access to an exclusive dashboard to manage your accounts, billing, orders and more.

Below is a list of all Financial Services Leads available;

  • Auction Bridging Development
  • Business Commercial Loans
  • Commercial Mortgages
  • Equity Release
  • Home Insurance
  • Life Insurance (Protection)
  • Life Insurance (Income protection)
  • Adverse Mortgage Purchase
  • Adverse Mortgage Remortgage
  • BTL Purchase
  • BTL Remortgage
  • Prime Mortgage Purchase
  • Prime Mortgage Remortgage
  • Pension

If you need support with lead generation, speak to your TMA Key Account Manager to find out more or call our Broker Support Team on 0330 303 0236.

Get in touch with us today.

Want to know more about TMA? Complete our quick call-back form.