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.
Adviser sales guide
Our revolutionary guide to selling income protection will help you highlight the key benefits of this invaluable cover.
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.
Income First product guide
Our product guide contains everything you need to know about our income protection product, Income First.
Income protection claims statistics
Understand the total number of claims paid, statistic averages, and most claimed for reason for Income First.
Adviser case study video
Adam Kaplan, Financial Adviser at Pendragon Protect, shares why he feels income protection insurance is a must for his clients.
03.
Content to share with your clients
Member case study video
Watch and share our case study to see how Marc, a self-employed builder with recurring knee problems, found income protection invaluable when he was unable to work.
Client guide
Reinforce the benefits of income protection by sharing our client guide with your clients and prospects.
HealthWise member benefits
Show your clients the services they can benefit from by being a member of The Exeter.
Guide to claiming
Make sure your clients know what they need to do should they have to claim on their policy.