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.
Objection handling
Be ready with compelling counter arguments to the most common objections to 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
Turn up the volume on IP webinar
40 minutes CPD
On demand webinar looking at current market opportunities, objection handling and suitable solutions for your clients.
Challenging times 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.
03.
Content to share with your clients
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.
NEED ANY FURTHER HELP?
Request an income protection product briefing.
