LV= Adviser Development Programme Equity Release Toolkit

2 Equity Release Toolkit What is it? A set of marketing resources to help you generate equity release leads for your business and also to improve your customer conversion rate. Designed to help you effectively contact customers (new and existing) to make the most of this increasingly important market. Please remember that whilst all material has been reviewed and approved by LV=s compliance team, you will need to obtain your own compliance approval. So, whats in the toolkit?

3 Equity Release Toolkit Posters / adverts Easy to use off-the-shelf material Professional ads, branded with your company logo, completely free of charge! Raise awareness of what you do in your local area by using in: Local press/parish magazines Community centres/post offices/doctors surgeries etc

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5 Equity Release Toolkit Flyers Easy to use off-the-shelf material Professional flyers, branded with your company logo and contact details, completely free of charge! We design, you print! Raise awareness of what you do in your local area by using in: Mail campaigns Leaflet drops

6 Equity Release Toolkit Client-facing newsletter A professional client-facing newsletter, branded for your business Available in print or PDF Informal but informative Keeping your business front of mind

7 Equity Release Toolkit Presentation material Client-facing presentation slides Introduction to equity release products You can adapt/incorporate into your own presentation for seminars etc

8 Equity Release Toolkit Editorial content Ready-to-use equity release editorial for use in local press Become your local equity release expert! Can be used conjunction with adverts Will be refreshed twice a year

9 Equity Release Toolkit Case studies Real-life situations where equity release has helped our customers get more out of retirement

10 Equity Release Toolkit Template letters Download and customise to suit you and your business

11 Equity Release Toolkit Article library Reference library of technical and industry articles featured in Insight, our adviser newsletter If you are not on the mailing list for Insight, please contact our Sales Support Team on (option 4) or

12 Equity Release Toolkit Available online Why not take a look? lv.com/adviser/retirement-products/equity-release/marketing-toolkit

13 Equity Release Toolkit Available online Our brand new retirement Centre, a totally unique resource: Marketing materials Technical guides Strategy section retirementcentre.lv.com

What happens next? Series of 5 one hour revision webinars starting on 19 March. Sections of the ER1 syllabus plus revision questions Revision sessions – prior self study required Register interest on your feedback form, we will do the rest! 14 Equity Release Toolkit ER1 revision

Queries? 15 ? ? ? Please dont hesitate to ask us for help. Contact the sales support team on (option 4) Sales contacts:- Gwyn Airdrie Georgina Oxton For textphone first dial Calls may be recorded for training and monitoring purposes.

This is for financial advisers only Not to be used after 30 September 2013 This presentation is based on our understanding of current legislation as at 2 January 2013 applicable in England and Wales and HM Revenue & Customs practice which may change in the future. We cannot accept responsibility for any action arising as a result of the information contained in this presentation. LV Equity Release Limited, Keynes House, Tilehouse Street, Hitchin, Herts, SG5 2DX LV= is a registered trade mark of Liverpool Victoria Friendly Society Limited (LVFS) a trading style of the Liverpool Victoria group of companies. LV Equity Release Limited is registered in England (No ) and is authorised and regulated by the Financial Services Authority (register number ). LVFS is a member of the ABI, AFM and ILAG. Registered address: County Gates, Bournemouth BH1 2NF. Tel: /13 16