The Income First toolkit.
Below you’ll find everything you need to launch a successful income protection sales campaign including our powerful new income risk calculator and so much more…
01.
Persuasive tools
Income risk calculator
Creates a personalised client report that brings the benefits of income protection to life right in front of their eyes.
Suitability letters
Our pre-written paragraphs will help you create letters for your clients and flag the benefits of income protection.
Revisiting protection tool
Use our pre-written paragraphs
to engage with your clients and
re-approach income protection.
Approach email
Introduces the concept of income protection to existing and new clients with our editable approach letter/email.
02.
Essential reading, insights and development
Health & Financial Fears research
Read our latest research around the health and financial concerns of consumers and gain 30 minutes CPD.
