Adviser Centre

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Developing your business.

Developing business
Protecting profits

Marketing support

As leaders in protection, we are specialists in adviser support and marketing and are recognised as such by the market. Our trusted brand name, established in 1836, offers a strong platform for adviser recommendation and sales.

Our primary focus in all sales and marketing communications is to help every adviser to understand what the protection gaps are; what they are in real business terms; what they mean to the client. By understanding how it breaks down, advisers can use tools at each stage. We’ve developed these tools for you.

Business development and training aids

Supporting the adviser sale is a primary focus in all of our marketing communications. Whether your advisers need help to break into a new product area or refresh and improve existing knowledge, we have something to help. We always look for innovative ways to share marketing knowledge. Here are a few examples:

  • Bringing protection to life – a DVD production for advisers which will complement any sales training programme. The simple approach addresses common barriers and obstacles when explaining the role of life cover and critical illness in protection family lifestyles. Our research found that once an adviser is successful at this stage, the sale is easier.
  • Breaking into business protection - our 2011 research with the Institute of Directors found that the business protection gap remains at £1.1 trillion.
  • Getting the figures right for your clients – we’ve got just the help you need with our easy to use calculators which include:
    • income protection benefit calculation
    • decreasing term calculator
    • business retention calculator
    • premium equalisation for business protection.

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Need more information?

Protection sales team
0845 273 0010

Monday to Friday 9.00am to 5.00pm.

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

 

Please send completed Trust Forms to: Trust Team, City Park,

The Droveway, Hove, East Sussex, BN3 7PY

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