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Income Protection Basics

Income protection basics is your starting point for understanding how income protection really works, with a range of resources designed to explain the essentials clearly. From myth-busting videos to a glossary of key terms, you’ll find everything you need to build a solid foundation of knowledge.

Zurich has launched its new Zurich Learning Hub, a flexible CPD platform designed to fit around advisers’ busy schedules.

Explore on-demand courses, interactive masterclasses and up-to-date learning content, all shaped by adviser feedback and accessible whenever it works for you.

The Zurich Learning Hub is designed for anyone working in the life protection industry, whether an adviser, paraplanner, administrator or business owner. Their library of relevant content is designed to support you with your learning, your way, in your time.

Ready to grow, achieve, and connect? The Zurich Learning Hub is here to help you thrive, whenever you need it.

Through this series, IPTF members Holloway Friendly explore common myths about income protection and uncover the truth. Check out each episode below to find out more.

MythBusters - Episode 1

In this episode, Robyn from Holloway Friendly busts a common myth: “Income Protection is just for salaried employees”

Watch now to understand the value of income protection for many types of earners

MythBusters - Episode 2

In episode two, Robyn tackles the common myth: ” I don’t need Income Protection because i get sick pay from work”

But is that really enough? Watch now to find out why workplace sick pay might not be the full answer

MythBusters - Episode 3

In episode three, Robyn addresses the common myth: “I have life insurance, so I don’t need income protection.”

Life insurance is there to protect your loved ones if you pass away but what about while you’re alive? Watch now to see why having both can make all the difference

MythBusters - Episode 4

In this episode, Robyn discusses the myth: “Income protection is expensive.”

Spoiler: it can cost less than a daily coffee. Watch now to see how flexible it can be!

Discover how your mindset shapes every client conversation, especially around income protection, and learn how to break free from common traps like thinking a product is too expensive or assuming a client won’t be interested.

Hear real stories, practical insights, and value-led strategies used by top advisers who succeed through conviction, not just technique. If you work in advice or protection, this session will change how you think, speak, and operate in the market.

This glossary of terms, produced by the IPTF, provides a solid foundation for understanding income protection terminology.