Integrated partners

Any business goes through a series of growth spurts and, while the ultimate objective of any business is to grow, this is not always economically viable. It is at this stage that many Brokers start considering mergers or joining larger, more established operations, or networks, especially when there are guarantees of possible ownership and profit sharing. An Integrated Partner joins the Hereford Distribution platform as a representative and can expect the following six pillars of support and benefits:

Compliance services

This is fulfilled via the company on behalf of the Integrated Partner, saving cost and time.

Admin Support

Full administrative support, including receiving, checking compliance, follow-up, support of business submitted, BC liaison, compliance services, servicing, corporate administration, medical aid administration, as well as compliant storing of documents.

Admin Support

Full administrative support, including receiving, checking compliance, follow-up, support of business submitted, BC liaison, compliance services, servicing, corporate administration, medical aid administration, as well as compliant storing of documents.

Facilities

The Integrated Partner is offered the opportunity to work directly from the Hereford Distribution offices where all facilities are provided.

Specialist Solutions

Hereford offers all representatives direct support and access to: Corporate Benefit services, including complete administrative facilities on funds; Medical Aid facilitation, both sales and servicing; Investment and Actuarial services; Legal services; Risk and Estate assistance.

Specialist Solutions

Hereford offers all representatives direct support and access to: Corporate Benefit services, including complete administrative facilities on funds; Medical Aid facilitation, both sales and servicing; Investment and Actuarial services; Legal services; Risk and Estate assistance.

PROFIT SHARING

With more partners sharing costs we can assist in driving down the inherent costs of running your business.

Succession Planning

Once an Integrated Partner joins the company, full access to a larger, more advanced distribution platform is afforded. The Integrated Partner may structure the succession plan to suit their personal requirements, or they may wish to pass their book onto another representative. An appropriate transaction will be facilitated through the company.

Succession Planning

Once an Integrated Partner joins the company, full access to a larger, more advanced distribution platform is afforded. The Integrated Partner may structure the succession plan to suit their personal requirements, or they may wish to pass their book onto another representative. An appropriate transaction will be facilitated through the company.