Relevant life policies
The marketing toolkit

We've put all of our relevant life policy information into one handy toolkit. It should help you with every step of the relevant life sale.

Approach letters

Download 'business protection' approach letter doc

Download 'relevant life policy' approach letter doc

Download 'relevant life policy - accountant' approach letter doc

Download 'loan cover - cut the cost' approach letter doc


Client-facing literature

Download 'the benefits of relevant life policies' PDF

Download 'let the taxman help pay for your life assurance' PDF


Adviser literature

Download 'get the taxman to help pay for cover' PDF

Download 'Bright Grey relevant life policy trust & nomination forms' PDF

Download 'The tax advantages of a relevant life policy' PDF


Trusts

Download 'deed of appointment & assignment – relevant life policy trust' PDF

Download 'deed of appointment to benefit (absolute) – relevant life policy trust' PDF

Find out more about Bright Grey relevant life policies

For full details download our 'guide to relevant life policies'

If you have any questions about our relevant life policies just call 0845 6094 500 or email: businessprotection@brightgrey.com


Quote & apply

Business protection

This step-by-step
technical guide will help
you to protect your client's business.



Bright Grey. More financial sense from Royal London

We are backed by the financial strength and stability that comes from being part of the Royal London Group, the UK’s largest mutual life and pensions company.

Bright Grey is a division of The Royal London Mutual Insurance Society Limited which is authorised and regulated by the Financial Services Authority No. 117672.
Group registered VAT number 368 5244 27.

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