The Income First toolkit.
Below you’ll find everything you need to launch a successful income protection sales campaign including our powerful new income risk calculator and so much more…
01.
Persuasive tools
Income risk calculator
Creates a personalised client report that brings the benefits of income protection to life right in front of their eyes.
Suitability letters
Our pre-written paragraphs will help you create letters for your clients and flag the benefits of income protection.
Revisiting protection tool
Use our pre-written paragraphs
to engage with your clients and
re-approach income protection.
Approach email
Introduces the concept of income protection to existing and new clients with our editable approach letter/email.
02.
Essential reading, insights and development
Health & Financial Fears research
Read our latest research around the health and financial concerns of consumers and gain 30 minutes CPD.
Unlock the power of Behavioural Economics
Watch our latest webinar focusing on how behavioural economics can help you get more out of your protection conversations and gain 50 minutes CPD.
