FRisk and Financial Advisors
What is FRisk?
FRisk is a catalyst for discussion with clients on succession planning, life cover and intergenerational wealth management.
Your clients can create their own comprehensive family risk report at no cost. The report takes less than 10 minutes to complete and is entirely personal to the individual and their family. For each risk identified, FRisk explains the consequences and recommends remedial action and services.
FRisk helps you connect with your existing and incoming clients. Subscribers who provide any of the services recommended by FRisk can join our panel. Clients using FRisk at your invitation will be returned to you for the services required to be completed.
As a subscriber, you can choose your own service providers for other estate planning solutions, allowing you to maintain current business relationships whilst benefitting from increased volumes
How it works
How much does it cost?
£75 (+VAT) p.m.
Unlimited FREE reports for your clients
You keep 100% of your Life Insurance commissions
You receive 70% of commissions from other financial planning services