Do you want to grow your equity release business?

Our Equity Release Lead Generation Workshops could offer the perfect solution. We’re hosting a series of Workshops across the country in May and June.

As you know, the equity release market is going from strength to strength, with another record breaking year predicted. Many customers have recognised that their property wealth vastly exceeds their pensions, investments and savings. With a current shortage of qualified advisers in the market, there is a great opportunity for advisers to engage in this market and help a growing number of new potential customers.

Our Equity Release Lead Generation Workshops have been designed to provide you with tips and guidance to help kick start or grow your Equity Release business.

You’ll be provided with:

  • A day-long training course with Canada Life
  • Chance to meet fellow advisers and build professional contacts
  • 4 hours of structured or unstructured CPD, depending on your preference

These workshops will enable you to engage with the equity release sector and deliver better outcomes to your customers. 

 

  • How to become the local expert for later life lending
  • Create a new income stream
  • How to grow your business through professional connections
  • Market your business in a structured and focused way
  • The workshops are a day-long workshop
  • Our Lead Generation Workshops are free to attend
  • Our Lead Generation Workshops do not prescribe how to give equity release advice. Instead, they look at how to generate leads and engage with potential clients to help kick start or grow your equity release business.

Timings

Agenda

9:30 am

Arrival - teas/coffees

10:00 am

How to become an Equity Release expert

Introduction 

The equity release market

11:15 am

Teas/coffees break

11:30 am

Market demographics

The size of the equity release opportunity

12:30 pm

Lunch

1:00 pm

How to market your business and obtain referrals

Making the most of your customer base

Mind your language: using the correct terminology

2:30 pm

Teas/coffees break

2:45 pm

Gaining new introducers

Marketing your business

Product features and the real world

4:00 pm

Close

Exact timings may vary from venue to venue, but all events will open at 9:30am for a 10am start, and close at 4pm.

Date

Location

Venue

Tuesday 21 May

Solihull

Village Hotel Solihull

Thursday 23 May

Manchester

Village Hotel Manchester Ashton

Thursday 6 June

Leeds

Village Leeds South

Tuesday 11 June

London

110 Cannon Street

Tuesday 18 June

Southampton

DoubleTree by Hilton Hotel Southampton

Wednesday 19 June

Bristol

Village Hotel Club Bristol

Wednesday 3 July

London

110 Cannon Street

Location

Parking information

TBC

TBC

TBC

TBC

TBC

TBC

TBC

TBC

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What should I do once I arrive at my chosen event?

You will receive more details by email in the run up to the event. Once you arrive at the venue there will be Canada Life representative there to welcome you.

I have dietary/accessibility requirements

When you are registering to attend your event online, please let us know of any dietary or accessibility requirements.

What isn't included in the event?

Travel to and from the venue, overnight accommodation and any other associated expenses are the responsibility of individual delegates.

When will I receive my CPD Certificate?

Once you have attended an event, we will send you an electronic copy of your CPD Certificate shortly after the event. If you don’t receive an email from us, please let us know.

How can I qualify for structured CPD?

You can qualify for structured CPD by passing the optional assessment, which will ask you a series of questions about topics covered in the Workshop. A link to this assessment will be sent by email to attendees following the event.

My question is not listed here, who should I contact?

Please contact hf-support@canadalife.co.uk with any other questions.


This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.