The Need for Cash Flow Modelling Is Even More Relevant Now That Sales Are Really Shooting Up

Peter Maxwell-Lyte Equity Release, Financial Planning Leave a Comment

Equity Release Sales Are On The Rise

Are you happy that your clients’ descendants will never complain that they discovered how equity release works? You need to seriously think about Cash Flow Modelling.

I read an article confirming the Equity Release Market continues to expand in leaps and bounds. Between January and June this year, £1.71 billion of wealth was released, which confirms a 37% upward growth of the market. According to the Key Retirement’s Equity Release Market Monitor, more was released in the first six months of 2018 than over the whole of 2017. There were 22,816 plans sold. A staggering £9.5M property wealth released each day.

The average size of equity release throughout the UK also increased to almost £78,000 and this included was a 5% year on year increase in distributions given out as gifts to families.

Forgive me for repeating it, as I have been known to bang on incessantly, that…

“It’s always better to receive a gift given from a warm hand rather than a cold one”.

But what if a disgruntled inheritor, hasn’t inherited the inheritance they were expecting because it has all been spent? This is where Cash Flow Modelling comes in. For me, CashCalc's Cash Flow Modelling tools are the best I have yet found in the market.

CashCalc Modelling Process

Have you heard about Equity Release with the “CashCalc” Modelling Process?

See the video on this page, as I believe that this is the essential tool which will stop inheritors, dead in their tracks, from pursuing and proving ‘an equity release mis-sale’ in years to come, after the current plan holders have passed away.

We believe this to be the major difference between the MaxLyte Financial Cash Flow Modelling Method and the standard practice adopted by other equity release qualified advisers.

Discover it and you will be able to explain to your clients that you have done the Due Diligence on Equity Release with “CashCalc” Modelling Process and can confirm that it will guide them through the entire Equity Release journey throughout their later life.

Fully explore the nuts and bolts of how this system works – I’ll be only too happy to share this with you.

This is the way forward for safest equity release.

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