Contests

legacy wills referral competition

1st November 2024 – 5th February 2025

Legacy Wills & Estate Planning Ltd are thrilled to announce the launch of an exciting new incentive that went live 1^st November 2024. Please see the full details and key guidelines to help make the most of this opportunity:

Here are a few pointers for clarity and to help:

Contact Information: When referring please double-check that your email address is accurate on the portal to ensure vouchers reach the correct recipients. The additional voucher payments are issued within 24 business hours post-sale.
Keep Referrals Fresh: Don’t sit on your referrals! Submit them promptly to keep the lead active and maximize momentum. A quick follow-up can make all the difference!
Referral Payments: Payments for referrals will be processed once a client has booked and paid for their will consultation.
Incentive Date: This incentive begins 1st November and will close at midnight on 5^th February 2025.
Prizes: Top performers (1st, 2nd, and 3rd place) will be recognized and awarded at the 2025 Convention! Note: Winners must attend the convention to claim their prizes.

Legacy Contact Details: Remind clients that our team at Legacy will be calling from 0345 2600 600. If a call doesn’t connect, we’ll follow up with emails, texts, and additional calls. Since February 2022 we have 18% (roughly 90-110 referrals) of clients who just haven’t answered the phone.
Contact Timeline: As always, please inform clients that Legacy will reach out within 24–48 business hours. Avoid specifying precise times or dates to ensure flexibility.
Training: Be sure all required training is completed and passed prior to making referrals.

Ricky & Kiran are thrilled about this incentive and would love nothing more than to hand out hundreds of pounds in vouchers before Christmas to help with your holiday shopping! This is a fantastic opportunity to earn some extra rewards, so let’s all go for it!

Let’s make the most of this incentive, and feel free to reach out via the telegram group Legacy Wills group (see below) if you have any questions. REMEMBER EVERYONE IS A WINNER!