1. Equity Release Toolkit

2. Overview What is it? A set of marketing resources to help you generate equity release leads for your business and also to improve your customer conversion rate. Designed to help you effectively contact customers (new and existing) to make the most of this increasingly important market. So, what’s in the toolkit?

3. Step by step marketing guide Marketing hints and tips: Buying Leads Mailing Campaigns Seminars Websites

4. Case studies Real-life situations where equity release has helped our customers get more out of retirement

5. Posters / adverts Easy to use off-the-shelf material you can use to: Raise awareness of what you do in your local area  attract new clients  increase your business levels Professional ads, branded with your company logo, completely free of charge!

6. Posters / adverts

7. Template letters Download and customise to suit you and your business

8. Client-facing newsletter A professional client- facing newsletter, branded for your business  Available in print or PDF  Informal but informative  Keeping your business ‘front of mind’

9. The LV= difference Comparison of our lifetime mortgage product against the rest of the market as well as key reasons why you should recommend us.

10. Available online Why not take a look? www.lv.com/adviser/retirement- products/equity-release/marketing-toolkit

11. Queries? Please don’t hesitate to ask us for help. Contact Georgina Oxton on 01462 446821 /07501 224714 in the first instance. Alternatively contact the sales support team on 0800 0288 974 (option 2) For textphone first dial 18001. Calls may be recorded for training and monitoring purposes.

12. About LV= For financial adviser use only. Not to be used after 5 April 2012. LV Equity Release Limited, Keynes House, Tilehouse Street, Hitchin, Herts, SG5 2DX. LV= is a registered trade mark of Liverpool Victoria Friendly Society Limited and a trading style of the Liverpool Victoria group of Companies. LV Equity Release Limited is registered in England (No 1951289) and is authorised and regulated by the Financial Services Authority (register number 306287). Registered address: County Gates, Bournemouth, BH1 2NF. Tel: 01202 292333. 211223479 01/12

13. About LV= For financial adviser use only. Not to be used after 5 April 2012. LV Equity Release Limited, Keynes House, Tilehouse Street, Hitchin, Herts, SG5 2DX. LV= is a registered trade mark of Liverpool Victoria Friendly Society Limited and a trading style of the Liverpool Victoria group of Companies. LV Equity Release Limited is registered in England (No 1951289) and is authorised and regulated by the Financial Services Authority (register number 306287). Registered address: County Gates, Bournemouth, BH1 2NF. Tel: 01202 292333. 211223479 01/12

14. About LV= For financial adviser use only. Not to be used after 31 July 2012. LV Equity Release Limited, Keynes House, Tilehouse Street, Hitchin, Herts, SG5 2DX. LV= is a registered trade mark of Liverpool Victoria Friendly Society Limited and a trading style of the Liverpool Victoria group of Companies. LV Equity Release Limited is registered in England (No 1951289) and is authorised and regulated by the Financial Services Authority (register number 306287). Registered address: County Gates, Bournemouth, BH1 2NF. Tel: 01202 292333. 211223479 01/12