Pathway to Success - Phase 2 Leeds

Event Information

Share this event

Date and Time



Friends Who Are Going
Event description


Pathway to Success - Phase 2

These events are to identify ways of developing your retirement lending business by looking at products, marketing tools and successful models in the market currently.

Agenda to be covered

  • 2017 year to date market overview and product trends
  • Sourcing
    • o case studies
    • o Underwriting issues
    • o Version 2 functionality and options
  • Advanced Marketing session
  • The Later Life market
    • o How it can INCREASE your income
    • o Where it fits for advice and “best practice”
    • o Referral opportunities
  • Consumer support and education for your business – “retain and develop”

The format is a “round table” discussion style to share ideas and development plans to structure your business for success in 2017 and beyond.

Free to Equity Release Club & Later Life Academy members (subject to attendence you receive 100% refund of your ticket cost) spaces are limited so book now ! For non members (who havent transacted business with us in the last 12 months) you will receive 50% refund.


Recent attendees comments (Jan-February 2017)

"VERY good use of my time, excellent presentation and very informative, REALLY good marketing ideas......." (C.B - Hopwood Ash Consultancy)

"Excellent introduction to Equity Release, looking forward to Phase 2.........." (M.B. Mortgage design & solutions)

"Very informative, good content and now I feel positive about the future......." (C.F. Mortgage Innovations)


Exact venue information will be provided closer to the date once numbers are finalised.

Equity Release Club reserve the right to cancel and refund any event should there not be enough attendees to run the event. Due to delegate costs to the venues we are unable to refund unless we can recover the costs from the venues.

Share with friends

Date and Time


Save This Event

Event Saved