How we can work with you

Many of your customers will have a desire to plan for their future and to leave their wealth to their loved ones, whilst also minimising the administrative burden on their beneficiaries.

ITC provides a wide range of products to meet these needs, and there are two ways you can offer these services:

• Via an introduction to ITC - for example, when customers express a need for probate, a Will, or bereavement advice.

• Or by 'white labelling' products - so that you can offer them as part of your own branded portfolio. You can even tailor products to fit your specific customer base - and we can develop marketing strategies and implement them for you, if you wish.

You can also choose the type of relationship that you'd prefer:

• You can leave things to us - our dedicated business development team will run things for you.
• Or take control yourself - it's entirely up to you.

Want to find out more?

Please visit the About us pages of this website or call Charles Urquhart on 01789 265085.

Alternatively, you can email Charles Urquhart.