Fast-Track Equity Release Cases

with FREE Solicitor Steps and Provider Options Knowledge

Excellent · 11 reviews

Get access to two free video-based courses

  • Bite-sized, on-demand video lessons
  • Practical, case-ready knowledge
  • Join 330+ advisers who are already enrolled

We never share your details with anyone.

Critical Knowledge to Fast-Track Cases

Solicitors Process,
Made Simple

  • Where do solicitor delays usually happen in lifetime mortgages.
  • What would change if you could pre-empt lease extensions, title splits and tenants in common before they stall the case.
  • How much time would you save if you knew exactly what to ask when LPA, capacity or vulnerability is in play.

Provider Knowledge That Moves Cases

  • Which product line fits first, before you dive into rates.
  • How do features like drawdown, flexi-payment and negative equity guarantees affect suitability.
  • If you could explain the differences between Aviva, LV, More2Life, Pure and Standard Life in minutes, how many more clients could you help.

Practical Support Around the Courses

  • Free Iress access with fact find and suitability report to put learning into action.
  • Hands-on help from our team on criteria, products and placement.
  • Proc fee uplifts when you place cases through Premier Equity Release Club.

FREE COURSE #1

Solicitors Process for Lifetime Mortgages

15 Lessons.

  • Where do solicitor delays usually happen in lifetime mortgages.
  • What would change if you could pre-empt lease extensions, title splits and tenants in common before they stall the case.
  • How much time would you save if you knew exactly what to ask when LPA, capacity or vulnerability is in play.

Mastering Lease Extensions

Navigating Matrimonial Cases

Mastering Purchase Cases in a Lifetime Mortgage

Navigating the Death of a Co-owner

Removing Someone from the Deeds

Understanding Lasting Power of Attorney Cases

Adding Someone to the Property Deeds

Ground Rent Considerations

Understanding Mental Capacity for New Advisers

Solar Panels and Lifetime Mortgages

Understanding Tenants Consent Forms

Tenants in Common in Lifetime Mortgages

Mastering Title Splits in Lifetime Mortgages

Understanding Wills in Lifetime Mortgages

Understanding and Addressing Vulnerability

FREE COURSE #2

Product Providers: Lifetime Mortgages

8 Modules. 40 Lessons.
Bite-Size Product Clarity.

  • Introductions to core options and features
  • Learn how repayments, protection, drawdown and flexibility vary by provider so you can match products to client needs quickly.

Beat the Forgetting Curve

Within 1 week: As much as 90% of new information is forgotten.

All training is hosted on the world-leading platform, Suada – the pioneers of knowledge retention.

Teach Back Tasks

  • Teach-back tasks make you explain new ideas in your own words, forcing retrieval and turning lessons into durable memory.
  • Smart flashcards surface the right questions at the right time, using spaced repetition and confidence ratings to maximise recall in minutes.
  • Together, teach-backs feed the flashcards with your own examples, and the flashcards keep them fresh, building mastery with minimal effort.

Multi-Platform Training System

  • Works on web, iOS and Android with one login, and your progress and CPD logs sync instantly across devices.
  • Optimised for mobile and desktop so you can watch, answer, and submit teach-back tasks on the go, with offline mode that caches lessons and flashcards then syncs when you are back online.
  • Lightweight and secure with push or email reminders.

You might be thinking...

I’m worried about compliance

If your fact find and suitability report are built into your workflow, how much more reassured would you feel? Your free Iress access includes both, plus you can speak with us for compliance support when needed.

What if you could learn just the parts that move a case forward. The Product Providers course breaks options into quick lessons so you can act today and deepen knowledge over time.

Would 2 to 7 minutes between calls fit your day. Most lessons are bite-size so you can make progress without blocking your diary.

If independence protects truly unbiased advice, why risk anything else. We are independently owned and lender-neutral, so your client’s outcome comes first.

Join 330+ Advisers Who Are Fast-Tracking Equity Release Cases

Excellent · 11 reviews

What happens after clicking the button...

  • We email your login details to you within a couple of hours
  • You get access to both free courses in the app
  • If you have questions on the training or around equity release as a whole, we can help answer those questions.

Provide Your Details for Instant Access

Empowering financial advisers with friendly support, training and systems

Address: PERC, Ventura Park Road, Tamworth, Staffordshire, UK, B78 3HL
Email: helpdesk@premiererc.co.uk