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.

Lifetime mortgages

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.

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.

Help for first-time buyers

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.

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.

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.

Email

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.

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

Watch some of our CPD webinars to increase your knowledge.

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New to lifetime mortgages?

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Lifetime mortgage calculator

Our handy online tool can help your clients visualise the value of a lifetime mortgage.