We’ve created toolkits for three key segments within your client bank – to help you revisit your clients cover, improve it, or re-introduce it.

It’s never a bad idea to check-in with your clients to make sure that their cover is up-to-date and that they understand the risks that they are vulnerable to.

In the time that has passed since your last conversation, many things could have changed…their priorities and outlook on life, the risks that could face them, and their probability of making a claim.

With all these things taken into consideration, we understand that it isn’t always easy to overcome objections to the cover plan you’ve suggested.

That’s why we’ve pulled together our three toolkits – so that it’s easier for you to have the protection conversation with your existing clients and achieve the protection plan you think is best for them.