![A REVOLUTIONARY<br/>RESOURCE.](/media/zrtm4vpw/hero-iptoolkit.png)
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](/media/s0nhz5hk/income-risk-ipad.png)
Income risk calculator
Creates a personalised client report that brings the benefits of income protection to life right in front of their eyes.
![Adviser sales guide](/media/wt2dstje/sales-guide-megaphone.png)
Adviser sales guide
Our revolutionary guide to selling income protection will help you highlight the key benefits of this invaluable cover.
![Revisiting protection tool](/media/qhzihmy5/person-reading-to-child.png)
Revisiting protection tool
Use our pre-written paragraphs
to engage with your clients and
re-approach income protection.
![Approach email](/media/ie2jfpel/imageicon_approachemail.png)
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](/media/jmvay0eh/hff_2023_2_150px.png)
Health & Financial Fears research
Read our latest research around the health and financial concerns of consumers and gain 30 minutes CPD.
![Income First product guide](/media/cwob1kcj/ipguide-lamp.png)
Income First product guide
Our product guide contains everything you need to know about our income protection product, Income First.
![Income protection claims statistics](/media/xojjgvkg/claimspaidcampaign_2024_180h_v2.png)
Income protection claims statistics
Understand the total number of claims paid, statistic averages, and most claimed for reason for Income First.
![Adviser case study video](/media/hagc3ofy/website-ak-polaroid-frame.png)
Adviser case study video
Adam Kaplan, Financial Adviser at Pendragon Protect, shares why he feels income protection insurance is a must for his clients.
03.
Content to share with your clients
![Member case study video](/media/bdojywb3/marc-g.png)
Member case study video
Watch and share our case study to see how Marc, a self-employed builder with recurring knee problems, found income protection invaluable when he was unable to work.
![Client guide](/media/bkeo0t0l/customer-guide-umbrella.png)
Client guide
Reinforce the benefits of income protection by sharing our client guide with your clients and prospects.
![HealthWise member benefits](/media/05zd0uyz/hero_healthwise_campaign.png)
HealthWise member benefits
Show your clients the services they can benefit from by being a member of The Exeter.
![Guide to claiming](/media/ar5ekecx/reasonswhy-flag.png)
Guide to claiming
Make sure your clients know what they need to do should they have to claim on their policy.