Comply with industry best practice – put your client’s estate into Trust


Compliance

Whilst it is the Financial Services industry best practice to direct assets such as death benefits and pensions into Trust, less than 15% of life cover policies and pension plans are put into Trust.

Four reasons why Financial Planners may not use Trusts:

  • They don’t see how they can be compensated for their time
  • They can’t access sufficient training to fully understand the Trust solutions available
  • There is a lack of appreciation of the importance of bloodline protection
  • There is a lack of understanding of the tax planning benefits

Solidus trained Financial Planners understand how to use Trust solutions to improve estate planning, giving them the opportunity to offer their clients differentiated advice, which increases their earning potential.

To find out more, sign up to our no fee Trust Solutions Workshop.