Referral 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:
- Life Insurance Terminal Illness or death
- Critical Illness Insurance Diagnosed with a named condition (the key 3 are Cancer, Heart Attacks & Strokes)
- Income Protection Incapacitated to work due to accident or sickness
- Private Medical Insurance Access to private medical care, skipping NHS waiting lists.
Benefits of being a Trusted Partner with Enable Life:
- Enhance your relationship with your clients by providing a professional specialist service which can lead to tax savings.
- Confidence and assurance, your clients are gaining quality expert Advice.
- Full feedback and consultative approach between you and your clients for their insurance needs, so you can ensure they gain maximum tax Efficiency.
- Working with your team of accountants to educate them on insurance basics so they know what to look for with your clients.
Next Steps
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
Steven Pincott
We have known Sam for several years now and are happy to recommend her to our clients. Over the years we have recommended several clients to her and they have all given positive feedback on her services. We trust her to add value to our own service to clients by recommending products which will benefit… Read more “Steven Pincott”
Nicki Kerry
Having Sam as a contact to refer my clients to has been fantastic. She has spent time with my clients to understand their needs and therefore provide them with products which are appropriate and add value to their business. She always keeps me well informed of the progress she is making. I trust that she… Read more “Nicki Kerry”
