In this section we've grouped together some useful tools to help you through the business protection sale whichever cover your client needs.
It's a quick overview of ways in which we could help you target your clients and tap into the potential of business protection. We've listed below just some of the items that may be useful but for the complete toolkit use the links on the left-hand side.
Approach letters
We've got a number of approach letters suitable for different types of protection case - from a general conversation starter, to loan cover and how to deal with share protection.
Find out which approach letter suits your client the best.
Client-facing brochures
You could also order one of our client-facing brochures to send with the letter. They explain the different types of cover available.
Download 'Key person protection brochure' PDF
Size: A4 - 12 pages - 3.03mb
Online publication date: Jun 09
Download 'Ownership protection brochure' PDF
Size: A4 - 12 pages - 3.02mb
Online publication date: Jun 09
Download 'Loan protection brochure' PDF
Size: A4 - 12 pages - 3.03mb
Online publication date: Jun 09
Download 'The benefits of relevant life policies' PDF
Size: A4 - 12 pages - 1.42mb
Online publication date: Feb 10
Download 'the tax advantages of relevant life policies' PDF
Size: A4 - 2 pages - 86kb
Online publication date: May 10
Download 'let the taxman help pay for your life assurance' PDF
Size: A4 - 2 pages - 67kb
Online publication date: May 10
Case Study
We've got a case study based on the story of Philip Carter, the executive director of Chelsea Football club. You may find that this real life tragedy helps your clients think about how a sudden death would impact their business.
Find out more about the case study and download the PDF.
Helping Hand
Illness can strike anyone at anytime and when it does it brings questions, concerns, choices and uncertainty. We want to help. Find out more about our unique Helping Hand service and the Working Transitions partnership that offers practical support to businesses in the event of the death of a key person.
Find out more about Helping Hand.
This sales aid explains how Working Transitions could help your business survive the loss of a key person.
Download our 'Key person protection gives your client more' PDF
Size A4 - 2 pages - 1.56mb
Online publication date: Aug 09
Questions to ask
You might also find our list of questions to ask helpful.
Find out more about questions to ask and download the PDF.
Reasons why
Finally, once you've made your recommendation, we've got a comprehensive reasons why tool to help make those lengthy letters easier to put together.
Find out more about reasons why.
The toolkit
Now that you've had a look at our toolkit why not order any items you'd like from our literature ordering system? If you order before 1pm we'll send out your items the same day.
This guide provides useful information from how to calculate and set up cover, to providing sample letter text for the taxman. This step-by-step guide will help you protect your clients business.
This document provides you with all the information you need about our underwriting for Business Protection.
This document shows you that business protection doesn't need to be complicated. We have the knowledge and expertise to support you when you need it.