Golden Years

This database has been designed to specifically target those people who have the need or the desire to release or safeguard money from their savings, investments or assets.

All of these prospects are over the age of 65, where statistics reveal that general health exhibits the sharpest decline and consumers re-appraise their financial lives.

  • Age 65+
  • Homeowners
  • House values £250k+
  • Equity to Release
  • Retired
  • Debt Free

  • Equity Release
  • Investment Release
  • Inheritance Tax Planning
  • Will Services
  • Health and Mobility

It is particularly valuable for companies offering an ethical Equity Release program to free capital from property in order to smooth the lives of these prospects. Inheritance Tax Planning can also be successfully marketed, along with specialist housing, property purchase for investment purposes and many other financial products.

 

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