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.
Critical illness cover
Income protection
Adviser guide
PDF file:
Adviser guide
PDF size: 212 KB
Customer guide
PDF file:
Customer guide
PDF size: 1468 KB
The need for income protection
PDF file:
The need for income protection
PDF size: 263 KB
6 steps to talk about income protection
PDF file:
6 steps to talk about income protection
PDF size: 113 KB
Income protection (continued)
4 ways to protect an income
PDF file:
4 ways to protect an income
PDF size: 186 KB
Employee benefits
PDF file:
Employee benefits
PDF size: 307 KB
Guide to support for mortgage interest
PDF file:
Guide to support for mortgage interest
PDF size: 380 KB
How to talk about income protection
How to talk about income protection
Rehabilitation Support Service
Fracture Cover
Private Diagnostics
Business protection sales aids
Resources and guides to help you show the need and benefits of business protection to your clients, including general guides to business protection, Key Person Protection and Share Protection.
Business protection
Guide to the right solution
PDF file:
Guide to the right solution
PDF size: 113 KB
Customer guide
PDF file:
Customer guide
PDF size: 1115 KB
Overcoming objections to business protection
PDF file:
Overcoming objections to business protection
PDF size: 152 KB
Rough Guide to business protection
PDF file:
Rough Guide to business protection
PDF size: 4089 KB
Key Person Protection
Key Person Income Protection
Relevant Life Plan
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.