Part 3/3 of the Investment and IHT newsletter for Financial Advisers | July 2008

Click to go to: Part 1/3 or: Part 2/3

MARKETING

"Helping IFAs with product videos ..."

Paul Wilcox Photo left: Paul Wilcox (Technical Director and Chairman of the WAY Group)

Short punchy videos that can help explain WAY products are available on the WAY website. They cover subjects like the unique WAY Income Plan, Inheritance Tax mitigation and fund management strategies. "IFAs can use the videos when they are explaining products to their clients," said WAY Chairman, Paul Wilcox. "The videos are short and to the point, yet they cover the key issues without the use of technical jargon," Wilcox said.

There are currently 11 "streaming" (which means no waiting around before you can watch them) videos on this site and they cover:

  • IHT planning
  • Estate transfer plan
  • Flexible inheritor plan
  • Discounted inheritor plan
  • Gifts from income plan
  • Duo inheritor plan
  • Avoiding IHT on pension funds
  • WAY Income Plan
  • Portfolio management via the WAY funds
  • The WAY Group
  • IMS

Click here to watch the video of your choice.

If you would like us to produce a DVD with some or all of our videos for you to use on your desktop or laptop PC, please contact either your local Regional Sales Manager or Tony Lyons, IFA Support Manager, head office telephone number: 01202 890895.

WAY also produces a range of One Page Guides for IFAs. Click here for more information.

- Ends -

Newsletter: July 2008.

Note: This newsletter commentary has been prepared for Financial Intermediary Clients and Professional Associates of WAY Investment Services Ltd and is not intended for and must not be distributed to Private Investors. This information is supplied to you in confidence and you may not pass it on to any other party without prior written consent. Past performance is not necessarily a guide to future returns and changes in rates of exchange between currencies may cause the value of investments to rise or fall. No representation or warranty is given (express or implied) as to the accuracy, completeness or correctness of the information nor the opinions, interpretations and conclusions contained in this commentary. The commentary does not constitute investment advice or a recommendation to purchase or sell any security. Neither the author nor WAY Investment Services Ltd accept any liability whatsoever for any loss or damage arising in any way from any use of or reliance placed on the commentary. WAY Investment Services Ltd is an Appointed Representative of WAY Fund Managers Ltd which is authorised and regulated by the Financial Services Authority.

Newsletter: July 2008.