Our toolkits are designed to give you everything you need to help make the protection sale easier. There’s something for everyone in them, whether you need objection handling tips, case studies to help your clients understand the value of protection, approach letters, sales aids, brochures or even calculators, you’ll find them in these pages. We’ve linked the toolkits to the relevant adviser brochures too, so all of the information you need is there too.
Critical Illness Cover toolkit
Selling Critical Illness Cover can open the door to new business as well as give you a reason to revisit your existing client base. Even adding just a little bit of extra Critical Illness Cover to their existing protection plans can make all the difference.
This toolkit includes objection handling sales aids, case studies, unbranded material, and approach letters.
Take me to the Critical Illness Cover toolkit
Helping Hand toolkit
We’re not like other providers. We won’t just hand your client a cheque and walk away. Our
Helping Hand service supports our plan owners whenever they need it, emotionally as well as financially.
This section includes information on personal nurse advisers, rehabilitation case managers, helplines and our customers' stories.
Take me to the Helping Hand toolkit
Trust toolkit
A trust can open the door to new business as well as create opportunities to revisit existing clients. So we've designed a toolkit to help you generate sales in the current economic climate.
This toolkit includes approach and re-approach letters, a guide for trustees and technical trust documentation showing you everything from which trust to choose to how to complete the forms.
Business protection toolkit
In this section we've grouped together some useful tools to help you through the business protection sale. It's a quick overview of ways in which we could help you target your clients and tap into the potential of business protection.
As well as approach letters and case studies we've got questions to ask and calculators that will help you work out the amount to cover and the payments each partner should pay.
Take me to the Business protection toolkit
