Care Fees Annuity Introducer Section
We offer an Introducer's service to accountants, solicitors, Independent Financial Advisers who are not authorised to process Care Fees Annuities as well as Care Home Managers who require funding solutions to be implemented on behalf of their clients.
The benefits of this service are:
- We will enter into a commission sharing arrangement with you where you will receive 55% of the commission earned once a case is completed.
- You get to keep your client - any future financial arrangements will be referred back to you.
- Axxis Financial Planning takes full responsibility for the arrangement of the annuity.
How it works:
- You refer the client or their Attorney over to us either by completing our care fee annuity quote page, or, if you do not have the medical details, by handing the client over to us and we will obtain the necessary medical disclosure to enable an indicative quote to be sent to the client.
- If the client wishes to proceed to the next step after the indicative quote, which is to go for full underwritting after Medicals Direct contact the GP and, if applicable, the Care Home Manager, you will be notified.
- After a fully underwritten offer is made and the client wishes to proceed, again you will be updated.
- Upon completion of the Care Fee Annuity, we will pay you the Introducers Fee directly into your bank account with an accompanying commission statement posted out to you.
- Any further resulting business will be referred back to you.
Independent Financial Advisers must have passed the Chartered Insurance Institute's Long Term Care module (called CF8) before they can give advice on or arrange Care Fee Annuities. For many who do not specialise in this area sitting the CF8 exam is not worthwhile- hence we have developed our introducer service which caters for those who wish to outsource this process, confident that their clients will receive the best possible service.
How to sign up:
Simply email us:
or call 0 1 4 8 3 8 2 5 6 0 9
...and we will be happy to initiate the process of servicing your clients.