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29th Sept 2021 Emma - Coggle Diagram
29th Sept 2021 Emma
Qs
Best rates seen? "surprised at 40%+ LTV
How long honoured for e.g. 14 days? from when?
LTV sweetspot?
£260k compliance email?
£230k alts?
Get breakdown?
Where at now? Next Steps. Process / Time
Make most of time with Chloe?
Pay upfront fee reduce LTV?
Offers
More2Life 3.49%
No CareHome ERC Grace unless sell
£8,027
Canada Life 4.3%
-
Can Clear by Cash/Sale CH
£9,890
More relaxed
5 Yr Period
Pure Retirement 3.61%
More relaxed for Care Home
L&Gen 15 yrs ERC 1 - 10 yrs. 10 - 15yrs 1%
Considerations
Why not drain investment first.
Network