The Fold Legal has incomparable experience in helping businesses distribute financial services. Our turnkey materials speed
up the processes to get our clients to market faster.
Our clients sell general and life insurance and extended warranties through channels as diverse as furniture removers, vets,
car dealers, mortgage brokers, finance companies and more. What’s interesting is that they all do it differently. Why is
that? And how do they decide the best way to do it?
Our unique Influencing Spectrum model helps businesses select the right ancillary distribution technique – from referrals,
to limited or full financial services. It also helps to appropriately scale the extent of advice required and weigh up
the implications in terms of compliance costs.
- Distribution strategy
- Affinity agreements (ARs, distributors and referrers)
- Designing the sales process for the channel
- Website checks
- AR management procedures
- Reviewing existing distribution and identifying opportunities for improvement
- Providing online training for sales staff, business development managers and compliance