Sam’s Working Partnerships With Accountants
Partnering With Accountants
Talking about taxes is a regular occurrence for an accountant. However, talking about death may not be normal. Why is it significant to you? Because, when thinking ahead to that inevitable day, your clients want to know they will leave their families in the best financial position.
The Importance Of Accountants Partnering With Enable Life
Are you looking after your clients? Need an expert by your side to elevate your offering? Looking for someone who can help with tax efficiency?
Sam’s accounting and insurance expertise makes her the ideal partner for accountants looking for a genuine collaboration that will truly support and elevate firms.
Offering a service that helps business owners not only plan and prepare for their future but also the longevity and sustainability of their company is vital, and, with Sam’s expertise, she can help ensure your clients are looked after from every angle.
What's Important to your Clients?
At Enable Life, Sam likes to keep things simple. Things quickly become complex when you have different names for different policies and circumstances.
As your trusted partner, Sam will make sure your clients needs are fully taken care of. For more information visit our services page.
I break it down into 4 areas:
Benefits of being a Trusted Partner with Enable Life:
This would involve looking at their existing policies and current circumstances to make sure they are fully covered. At the end of the review, they will receive a summary highlighting any potential risks with their existing policies and have the opportunity to invite Enable Life to approach our panel of providers and advise on replacement or top-up policies.
Most clients have some cover, however, it’s not always sufficient. Often terms of policies are too short, the sum assured is not enough, and are not placed in trust (which means the pay-out may not go to the right person at the right time)
I take into consideration all of these things before looking at the tax efficiencies.
All services are provided with no obligation and are entirely free as Enable Life get paid for putting the right policy in place, which is right for that person and their situation. At the end of each stage, I offer each client a feedback form, so you know your clients are in the best hands receiving the best advice. If at any point you have a question about your client’s policies and their tax implications, I am on hand to assist.
So, if you’re an accountant looking for a true partner to help support and grow your business, get in touch with Enable Life today