Helping you build your business.
Getting the right message, the right imagery – not to mention the right “call to action”; marketing can be tricky to get right in a small firm. When you’re trying to balance the books, talk to clients and do everything else it takes to run a business, it can be difficult to find the time to spend on marketing effectively.
We’ve created some useful marketing templates for posters, letters and emails to help you build your business and give you back a few valuable hours
Interest-only mortgages
Letter
Need to get in touch with clients coming to the end of their Interest-only mortgage?
We’ve drafted a letter template that you can customise with your client’s details and send out.
Need to get in touch with clients coming to the end of their Interest-only mortgage?
We’ve drafted an email template that you can customise with your client’s details and send out.
Lifetime mortgages
Leaflet
Download and customise this leaflet with your own details.
It should be printed along the short edge. This can be changed in Properties after selecting Print.
Poster
Download and customise this poster with your own details.
It's print-ready, all you need to do is add your contact details and logo. You can have it printed externally or in-house.
Help for first-time buyers
Leaflet
Download and customise this leaflet with your own details.
It should be printed along the short edge. This can be changed in Properties after selecting Print.
Poster
Download and customise this poster with your own details.
It's print-ready, all you need to do is add your contact details and logo. You can have it printed externally or in-house.
Income Lifetime Mortgage
Posters
Download and customise these posters with your own details.
They're print-ready, all you need to do is add your contact details and logo. You can have them printed externally or in-house.
Leaflet and email
Download and customise these templates with your own details.
The leaflet should be printed along the short edge. This can be changed in Properties after selecting Print.
When using these templates
Please note that these promotional materials are only suggested templates to support your marketing activities. We recommend that any promotional materials are checked by your Compliance team.
The content is your responsibility and you must ensure that all legal and regulatory requirements are considered before sending to your clients or prospective clients.
No party shall have any right of action against Legal & General in relation to the accuracy or completeness of the information contained in these materials, or any other written or oral information made available in connection with these materials.
Nothing in this Information constitutes financial and/or investment advice.
Adviser Academy
Our webinars and CPD articles are designed to support your development in the changing face of retirement.
New to lifetime mortgages?
Visit our hub for useful articles and events that will help you get started.
Lifetime mortgage calculator
Our handy online tool can help your clients visualise the value of a lifetime mortgage.