Meeting with Clients

Law firms & will writers

What is FRisk?

FRisk is a work generation tool that uses an online personalised family risk report to educate your current and target clients on the effects of dying intestate, and sells the need to purchase estate planning services

FRisk creates a personalised report of what would happen to a user's family and estate if they died or lost capacity

For each risk identified, FRisk explains the consequences and recommends remedial action and services

As a subscriber, you will receive commissions from all financial service referrals such as funeral plans and life policies

Business Benefits

1.

Increased uptake of your will & LPA services

2.

Offer your clients comprehensive estate planning services all in one report

3.

Generate commission income from financial service referrals

Client Journey

How it works

How much does it cost?

£60 (+VAT) p.m.

1-50 users

£100 (+VAT) p.m.

51-150 users

£175 (+VAT) p.m.

unlimited users

  • Unlimited FREE reports for your clients

  • You receive 70% of commissions from other financial planning services

Download the Intro Guide & Access the Demo

Step 1: Register and Enter your family data

Data entry is simple and intuitive. You will be asked to answer a series of basic questions about your family, lifestyle and finances (no need for precise figures). You can return and edit this section at any time before submitting your final report.

Privacy Policy / Cookie Policy / Terms & Conditions

+44 1423 637050

46 Tower Street, Harrogate, HG1 1HS

FRisk is a trading name of FRisk Reports Limited (Company registration No. 11624809). FRisk is not a law firm and does not provide regulated legal advice.