Supporting your client conversations
Retention sales aids
These sales aids are designed to help support in retention, refreshing your clients' minds as to the protection they have and the additional benefits they may not be aware of.
Personal protection sales aids
Resources and guides to help you show the need and benefits of personal protection to your clients, including critical illness cover, income protection, and Umbrella Benefits.
Income protection
Adviser guide
PDF file:
Adviser guide
PDF size: 255 KB
Customer guide
PDF file:
Customer guide
PDF size: 1594 KB
The need for income protection
PDF file:
The need for income protection
PDF size: 521 KB
6 steps to talk about income protection
PDF file:
6 steps to talk about income protection
PDF size: 154 KB
Income protection (continued)
4 ways to protect an income
PDF file:
4 ways to protect an income
PDF size: 413 KB
Plan Ahead
PDF file:
Plan Ahead
PDF size: 1453 KB
Guide to support for mortgage interest
PDF file:
Guide to support for mortgage interest
PDF size: 3470 KB
How to talk about income protection
How to talk about income protection
Rehabilitation Support Service
Fracture Cover
Private Diagnostics
Umbrella Benefits
Business protection sales aids
Resources and guides to help you show the need and benefits of business protection to your clients.
Business protection
A Plan for Every Business
PDF file:
A Plan for Every Business
PDF size: 346 KB
Business Protection Customer Guide
PDF file:
Business Protection Customer Guide
PDF size: 1940 KB
Business Risk Questionnaire
PDF file:
Business Risk Questionnaire
PDF size: 153 KB
Price Beater
PDF file:
Price Beater
PDF size: 299 KB
Contact your BDM
Get in touch with your dedicated regional sales support team if you need further information about our products and services, or support with your business.
More from Adviser protection
Tools and calculators
Personalise your protection conversations with our tools and calculators.