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Epoq sets up online will deal for brokers

Law firm Epoq is offering an internet-based will-writing service for brokers and fin- ancial advisers.

The firm claims that the service will enable advisers to purchase an outsourced will service at wholesale rates, which can then be marked up to clients to maximise profits.

Broker Wills will also provide various tools online, such as marketing materials, free will planners for clients and a lead-generating facility.

Epoq says the firm has inv- ested 10m in its technology and it is also pushing the fact it can provide a will with no need for forms, no joining fee and no requirement for PI insurance. The service can be found at

Broker Wills head of sales and marketing Jack Storey says: “As an IFA myself, I had been using other will-writing serv- ices to complement my practice but I wanted to control my own pricing, make bigger margins and get paid up front.”

“Financial advisers undertaking a fact-find are obliged to ask clients whether they have a will. Often, the need is there but no solution offered. Being able to provide a well-priced service to clients offers the adviser greater customer satisfaction and increased profitability.”


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