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ERC Assist – “Be Released”

ERC Assist – “Be Released”. Agenda. Welcome ERC Assist ERC Academy On line Training Questions Buffet. Welcome. Market is still stagnant Current Global ‘crisis’ impact Industry issues Broker standards Client Confusion Distribution Network resistance Commercial Volumes

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ERC Assist – “Be Released”

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  1. ERC Assist – “Be Released”

  2. Agenda • Welcome • ERC Assist • ERC Academy • On line Training • Questions • Buffet

  3. Welcome • Market is still stagnant • Current Global ‘crisis’ impact • Industry issues • Broker standards • Client Confusion • Distribution • Network resistance • Commercial Volumes • Opportunity/Challenges • Message getting louder • Desire to improve the message • “Global Crisis” !!!!

  4. E.R.C. Assist • Purpose & Reasons for creation • Market position • Content

  5. Purpose & Reason • To provide an ongoing support and Development package for those at an early stage • To ensure the basic principles of TCF and understanding are backed up. • To Develop a clear and simple structure for distribution to overcome some fears – real or not.

  6. Market Position

  7. Content • Initial Training Course • A 1 day course to include factfinding & suitability, research, provider product features and “best practice” these will run at least monthly based on demand. • Core Benefits • Placement Desk • Bulletins/Newsletters • Sourcing Software & templates etc • Support desk • Optional extras • Business “MOT” * • File checking * • Administration * • * To be launched Dec 2008

  8. ERC Academy • Discounts of up to 50% on costs • Specific training event • For larger distributors of 15 plus advisers • Branded Newsletters • BDM Support • Forum for members

  9. On Line Training • www.equityreleasetraining.co.uk • Pre exam study modules • On line testing • Discounts for multi purchase • Play the computer • Related study modules • Unlimited access for set period • CPD logs & Certificates • Ongoing assessment modules

  10. Home Page Main Core Modules

  11. STUDY MATERIAL

  12. CPD LOG

  13. Conclusion • Equity Advice now has the broadest proposition in the market • Brokers can come into the sector with confidence • Easy and Transparent model • Support & Innovation • THANKYOU

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