The business currently distributed its fiduciary products/ life covers via Brokers, Agents and Call Centres. My intention is to create a new distribution channel to market our products as add on/ supplementary benefits to existing Pension and Provident Funds. I need a word smith to put this together.
This is an awesome structure to follow using the the EB distribution ( database of existing group schemes) partnership with all insurance companies ( Brokers, Agents, Franchise) Corporate Broker companies, Government entities, via White labelling or as product providers. Emphasis placed on the need for our products and it’s unique ability to fulfil clients needs especially as provisions at death etc. The ease of doing business inclusive of the operating backup speaking to TCF, turnaround experience, claims awareness, client education, buy in from executive level, pricing options based on affordablity, tax concessions for companies that subsidies payments of benefits for there staff hence also speaking to retention. Conversion and continuation options options when retiring from schemes. Commission structures for Multi distribution channels. Extra revenue to Corporates from existing business that is currently on the books. Speaks to cross selling abilities and wholistic financial planning inclusive of fiduciary solutions and products that speak to the ability to meet the needs of your estate/ wills/ testimonial obligations/ provisions whilst winding up your estate, peace of mind to your dependants who depend on you financially.
National footprint, easy access to service, kiosks capabilities, call centre support, specialist advice etc
Some thoughts. Build on this and what we have discussed. Paint practical scenarios with the focus on the client, product, profitability and sustainability
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