Just an Update 11th September 2023

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Just an update

Monday 11th September

This week's headlines:

Just Mortgages Self-Employed Equity Release Licence

The Equity Release Licence at Just Mortgages is not just any Equity Release Licence. Included in the program is a membership of our bespoke Equity Release team here at Just Mortgages and the involvement you have with that can be as little or as much as you prefer.

Our theme is ‘On your own but not alone’ and that carries right through to every aspect of our business, including the Equity Release world.

Our Licence includes:

Membership of Equity Release Council

Listed on the Just Mortgages Website as an Equity Release Adviser in our broker finder section

Attendance on the Equity Release Induction Training Program

A bespoke lead generation workshop

A bespoke ‘How to write Equity Release business’ workshop

Regular drop in events with guest speakers from the industry

Membership of Equity Release Council

On the shelf bespoke Equity Release marketing material via SPOS

100% Case checking keeping you safe

Full supervision support from your ER qualified Area Director

Referrals from other JM Advisers across the entire JM Adviser Network

Coaching and 1-1 support

Group Whatsapp chat with other ER advisers to collaborate

Trained Area Directors pushing leads for you

The licence fee including all of the above is just £500 + Vat*

*licence is retained for following year at no cost provided you have produced £12,000 of income (pro rata for part year)

Our next course starts on the 4th October and there are further courses planned after that, so if this sounds of interest, please reach out to your supervisor for more information!

Financial Wellbeing and you

Financial wellbeing doesn’t necessarily mean having a lot of money, or a nice car or a big house. It means feeling content, comfortable, and secure with your financial situation, and feeling able to live the life you want to live. When you do not feel this way about your money, you are at risk of poor financial wellbeing, which can lead to anxiety, stress, and depression. With living costs soaring, financial wellbeing will be top of mind for many people right now.

To support you and your loved ones, we have a ‘Financial Wellbeing’ module on My Learning Space. This 10-minute module looks at what financial wellbeing is, as well as the tips to help you improve it.

Click the link HERE to launch the module

Your health and wellbeing is of paramount importance to us. We are proud to offer you and your immediate family FREE access to an Individual Assistance Programme (IAP), delivered by Health Assured – the UK and Ireland’s leading wellbeing provider.

Health Assured are available 24 hours a day, 7 days a week, 365 days a year by calling

0800 917 6470 Calls are completely confidential.

BNI Medallion – Business Booster Webinars

As you may know, Just Mortgages is a Medallion member of the BNI, which offers brokers free and exclusive benefits to support you in the growth of your business, whether you are a member of BNI or not.

We are pleased to confirm the details of Septembers upcoming webinar:

Wednesday 13th September, 1600

Why Your Relationships Are Limited (But That’s Okay!)

Speaker: Julian Lewis, Executive Director

Event Registration: HERE

Just Refer – live 1 week!

Just Refer, our brand new portal to send across referrals to business areas you don’t hold a licence for, has been running a week and already many of you are taking advantage of this easy to use portal!

As a reminder:

What are the benefits?

·To provide greater visibility on what happens to a referral once sent in.

·Provide better and more consistent feedback on each referral.

·To give you a line of sight as to how each lead is progressing.

What can I refer on the portal?

·Equity Release

·Commercial

·Business Protection

·Just Wealth

Please see the URL link to access the portal HERE.

Your log in is your staff 1 9 number and your password used to access JM Emails via outlook.

If you missed any of the launch calls and need help – Just ask!

For any log in issues please raise with either your supervisor or email Lindsay.Davey@spicerhaart.co.uk

Zurich launches improvements to Critical Illness products

As you may be aware, Zurich launched their new Critical Illness product range on the 7th September.

you can get up to speed next week when Zurich is running a series of catch-up events. Register

here

Income Protection Awareness Week

Reminder - 18 - 22 September

Income Protection Awareness Week (IPAW) aims to highlight the need for income protection insurance and will provide advisers with a range of insightful, materials and useful information to help them speak to clients more frequently and effectively, about the need to protect their income from the impact of ill health or injury. There are a number of valuable sessions that you may find useful.

Registration links below

Monday 18 September: Growing your client bank

Tuesday 19 September: Preparing for successful client meetings

Wednesday 20 September: Overcoming top IP objections

Thursday 21 September: Navigating IP underwriting

Friday 22 September: Providing continuing value for clients

Skipton’s no deposit mortgage is now open to more of your clients

After the successful launch of Skipton’s no deposit Track Record mortgage, you gave them your feedback – and they’ve listened. You asked ...why is the product limited to First Time Buyers, when saving for a deposit is a struggle for many?

That’s why from 4 September, Skipton has opened up their criteria for Track Record applications to include customers who haven’t owned a property in the last 3 years. See

could help your clients

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Record
Track

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