Income protection

A REVOLUTIONARY
RESOURCE.

Arm yourself with our
Income First toolkit.

A REVOLUTIONARY<br/>RESOURCE.

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
Income risk calculator

Creates a personalised client report that brings the benefits of income protection to life right in front of their eyes.

View sample report

Create report
Adviser sales guide
Adviser sales guide

Our revolutionary guide to selling income protection will help you highlight the key benefits of this invaluable cover.

Download
Objection handling
Objection handling

Be ready with compelling counter arguments to the most common objections to income protection.

View objections
Approach email
Approach email

Introduces the concept of income protection to existing and new clients with our editable approach letter/email.

Download

02.

Essential reading, insights and development

Turn up the volume on IP webinar
Turn up the volume on IP webinar

40 minutes CPD

On demand webinar looking at current market opportunities, objection handling and suitable solutions for your clients.

Watch now
Challenging times research
Challenging times research

Read our latest research around the health and financial concerns of consumers and gain 30 minutes CPD.

Read now
Income First product guide
Income First product guide

Our product guide contains everything you need to know about our income protection product, Income First. 

Download
Income protection claims statistics
Income protection claims statistics

Understand the total number of claims paid, statistic averages, and most claimed for reason for Income First.

Download
Adviser case study video
Adviser case study video

Adam Kaplan, Financial Adviser at Pendragon Protect, shares why he feels income protection insurance is a must for his clients.

Watch now
Objection handling webinar
Objection handling webinar

On demand webinar looking at the most common barriers to insurance and how to overcome these objections.

Watch now

03.

Content to share with your clients

Member case study video
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.

Watch now
Client guide
Client guide

Reinforce the benefits of income protection by sharing our client guide with your clients and prospects.

Download
HealthWise member benefits
HealthWise member benefits

Show your clients the services they can benefit from by being a member of The Exeter.

Download
Guide to claiming
Guide to claiming

Make sure your clients know what they need to do should they have to claim on their policy.

Download
NEED ANY FURTHER HELP?

Request an income protection product briefing.

NEED ANY FURTHER HELP?