premium discount.

We're pleased to offer a 5% premium discount for your own firms business protection cases. Commission must be taken as non-indemnity.

Terms and conditions apply and this offer can be withdrawn at anytime.

Sales support literature.

We have developed a full suite of support materials to help you at every stage of the advice process. To view these items please click on the links below.

To order printed copies, please call us on 0845 273 0010, Monday to Friday 9.00am to 5.00pm.

Call charges will vary. We may record and monitor calls.

 

Adviser Support

 

Relevant Life Plan Customer Brochure (W13551)Relevant Life Plan Competitor Comparison Flyer (Q34710)
Relevant Life Plan Lead Generation Letter (Q34862)Business protection adviser guide (W13586)
Adviser sales cards (W13210)
Note: This item is
only available as
hard copy
Specialist Protection Team Flyer (W13219)
Business Health Check Questionnaire (W13213)Reasons to choose us (Q28986)
Business Protection Research Brochure (W13220)OLP Connect Data Application Form for Business Protection (W13430)
Circle of Debt sales aid (Q32088)

Note: This item is NOT available as hard copy.

Relevant Life Plan targeting sales aid (Q33189)
Relevant Life Plan HMRC example letter (Q32635)

Client Support

Client Lead Generation Flyer (W13211) Client facing A1 Poster (W13212)
Client facing A3 Poster (W13218)Generic Customer Sample Letter (Q10873)
Key Person Sample Letter (Q13140)Partner Share Sample Letter (Q13137)
Share Purchase Protection Sample Letter (Q23009)Creditors/Debtors Sample Letter (Q23008)
Professional Connections Sample Letter (Q23007)Specimen letter to HM Revenue and Customs (Q27309)
Business Protection Key Features (W11349)Relevant Life Plan Application Form (W13545)
Relevant Life Plan Key Features (W13546)

 

Trusts and technical material

Limited Liability Partnerships Trust Form (W13223) Limited Liability Partnerships Technical Guide (W13224)
Partnership Protection Trust Form (W13225) Key Person Protection Technical Guide (W13226)
Director Share Protection Trust Form (W13227) Director Share Protection Technical Guide (W13228)
Partnership Share Protection Technical Guide (W13229) Limited Liability Partnerships Cross Option Agreement (W13230)
Partnership Share Protection Cross Option Agreement (W13231) Director Share/Shareholders Protection Cross Option Agreement (W13232)
Company Share Buy Back Guide (W13233) Business Property Will Trust (W13234)

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.