Online Letters of Authority
Online Letters of Authority
We now offer customers enquiring on our website the opportunity to fill in an online letter of authority, once they know who their referred financial advisor company is. The process is fully explained and customers need to check a box which agrees to the company accessing their information for the purposes of providing a review.
Features of the LOAs
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- 80% LOA to Appointment Rate
- Further information in order to provide a report
- Further down the buying process
- Online Signature
- Good time to call
- Full policy and fund information
- Click here to see our example LOA
- View our online LOA process