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Homesafe Wealth Release - Referral Partners Program Feedback
Please help us understand how we can help you help your Clients
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1.
Have you heard about Homesafe Wealth Release prior to today?
(Required.)
Yes
No
I can't recall
2.
If the answer to Question 1 is Yes, please advise where you heard about Homesafe.
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3.
As you may be aware Homesafe Wealth Release is a product designed to assist Senior Homeowners (aged 60+) to access funds in retirement without the need to go into debt, or downsize. Do you currently have or intend to target Clients in this demographic?
(Required.)
Yes, I currently do have Clients who need to access funds in retirement
Yes, there are opportunities for me to introduce Homesafe Wealth Release to potential Clients
No, I do not have current Clients who may need this product
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4.
In relation to your current Client base, can you please help us understand what percentage may be over 60 years of age, live in Melbourne or Sydney and own their own home?
(Required.)
5.
Do you acknowledge that Homesafe Wealth Release is not a Reverse Mortgage or loan product?
Yes
No
Unsure
6.
Would you be interested in learning more about Homesafe Wealth Release?
Yes
No
7.
In what format would you be interested learning more about the product? (multiple selection below)
Information Session or Networking Event
Webinar
Online materials for Referral Partners
Email Subscription eg newsletters
One-on-One introductory meeting
Other
8.
If you answered "Other" in response to Question 5, please elaborate.
9.
Would you be interested in attending an event in late January 2017?
Yes
No
Maybe
10.
If you are interested in learning more about Homesafe Wealth Release, please provide your contact details below.
Your Full Name
Your Business/Firm Name
Your Email Address