Sales aids – IPTF

Coronavirus resources

Protection Guru have created a microsite to answer adviser questions on insurer positions. https://protectionguru.co.uk/coronavirus-microsite/

Cover magazine and Legal & General

Cover magazine and Legal& General have produced and interactive digital guide to Income Protection full of sales tips, expert opinion and plenty of visual takeaways advisers can incorporate into conversations with clients. You can read it here.

The Exeter

Member case study

When Marc, a self-employed builder, ran to catch a train, he wasn’t expecting to injure himself and have to stop working.

Thankfully, the dad of two had an income protection policy with The Exeter, meaning he had access to valuable financial support.

Since his original injury, Marc has suffered from ongoing knee problems and has been unable to return to his previous occupation. With Marc wanting to return to work The Exeter have helped support him as he re-trains to start a new career as a surveyor.

Watch Marc’s story to find out how income protection has helped him and his family.

Adviser interview

Adam Kaplan spoke to The Exeter to about his business, Pendragon Protect, and why he feels income protection insurance is a must for his clients. Watch here.

Adviser Sales guide Member Sales guide Income First Product Guide

Aviva

Click here to access the Aviva adviser portal which has numerous sales aids and brochures in the personal protection section. There is an income protection section for:

Targeting renters
IP Posters
Guide to IP
Customer case studies
Claims Guide for 2020

A powerful case study showing the impact that income protection can have on young families in alleviating potential financial stress and providing support through therapies that can accelerate return to work.

Aviva Adviser: Protection claims – Aviva (avivab2b.co.uk)

Vitality

Click on the image above to see the Sales aid to help you talk to your clients about Vitality Income Protection Cover.

Legal & General

Click here to go to the Income Protection page in L&G’s Adviser Centre and click here to access the adviser toolkit. The links below are for specific guides:

IPB Adviser Guide IPB Customer Guide IPB 6 steps Guide

IPB Protecting what’s important

This link will take you to the Rental income protection page in L&G’s Adviser Centre. You can also access the Customer Guide or the Customer Sales Aid.