Connect and engage Intergenerational planning can help you open conversations with your clients and their families about protecting their wealth and their financial future. Making the connection now can help future-proof your business. Explore our new interactive guide for; • Product opportunities • Conversation starters • Case studies Read now
Including protection as part of your client conversations can be challenging enough without adding in the critical illness conversation. However, 32% of people have no life or critical illness cover. Source Scottish Widows consumer research 2019 With our simplified Critical Illness Cover we can help support you with these conversations to help you get more [...]
Income First from The Exeter includes a guaranteed insurability option for renters, giving your clients even greater flexibility to ensure their cover meets their ever-changing needs. Visit our website to find out more. Rental clients? Think Income First Find out how Income First from The Exeter can help to meet the ever-changing needs [...]
Hi everyone. Last week I was joined by co-host Roy McLoughlin and we talked about objection handling. I hope it gave you an insight into how best to deal with these situations. Were there any objections we didn't mention that you’ve ever come across when advising? It would be really interesting to find out. [...]
Welcome to the latest issue of Aviva Illuminate, the newsletter that brings you topical news, views and updates on important health and wellbeing issues. This issue focuses on our newly developed guiding philosophy and the difference it makes to you and your clients. Aviva offers a new kind of guided healthcare… with customer needs as [...]
Umbrella Benefits. Additional cover your clients can count on. Introducing our new Umbrella Benefits. Exclusive to intermediaries, it’s a package of additional cover and services to help you meet the needs of your clients, while providing the choice they want from their protection products. What’s included: Wellbeing Support – personalised emotional and practical support [...]
INCREASING INCOME PROTECTION WITHOUT UNDERWRITING - HOW DOES THE EXETER'S NEW INCOME FIRST COMPARE? We covered the launch of The Exeter’s new Income First product last week, a policy that included a number of innovations and improvements on their previous Income One Plus and Pure Protection Plus plans. Amongst those improvements are changes to the [...]
Staying fit and healthy means being active. With lockdown lifting (albeit gradually), your clients are likely getting back to playing football on the weekend or heading to the gym after a hard day’s work, so it’s important they protect themselves against accidents and injuries that could stop them in their tracks. To ensure clients [...]
To help you and your clients get started with Vitality, we’ve created a simple 2 minute video that guides you through everything you need to know to benefit from Vitality. Your clients will be able to find out how to register with Vitality, get their Vitality Age and get ready to earn Vitality rewards. [...]
You may have heard the mantra that if you don’t claim tax relief on the premiums, you won’t be taxed on the sum assured. Well, it isn’t quite that straightforward... I’ve been told this particular ‘rule’ many times, and even read about it in some insurers’ guides. It’s often referred to as a rule of [...]
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