Life toolkit | Life insurance | Adviser | The Exeter
Life insurance

Life toolkit

The all new, all you need
to know, toolkit.

Life toolkit

Below you’ll find everything you need to know about Real Life as well as tools and guides to help you explain the benefits to clients.

01.

The Real Life market

Real Life facts
Real Life facts

Our infographic will give you an insight into the growing number of people living with medical conditions.

The facts
Client profiles
Client profiles

Our client profiles will help you understand
who Real Life is right for.

Client profiles

02.

Medical evidence and limits

Underwriting information
Underwriting information

Check what medical information is required to enable us to give you a quote.

Real Life
Medical limits tool
Medical limits tool

The medical tests we require depend on the level of sum assured.

Medical limits tool

03.

Client engagement

Suitability letters
Suitability letters

Our editor makes compiling a Real Life suitability letter as easy as copy and paste.

Suitability letters
Approach email
Approach email

Introduce the concept of Real Life to clients with our editable approach letter/email.

Download

04.

Essential reading

Adviser sales guide
Adviser sales guide

A must read for all advisers selling life insurance.

Download
The benefit of trusts
The benefit of trusts

Talking about trusts is a must. Our trust guide will help you explain the key benefits to Real Life clients.

View trust guide
Real Life product guide
Real Life product guide

Our product guide contains everything you need to know about our life insurance product, Real Life.

Download
Underwriting guide
Underwriting guide

Find out more about underwriting for Real Life.

Download