It’s time to join the income protection revolution

When it comes to protecting incomes against the impact of the unknown, the need for a financial safety net has never been more evident.

With almost nine million people having relied upon the Government to temporarily subsidise their income in 2020¹, are your clients more aware of the need for a financial “Plan B”?

At The Exeter we believe that safeguarding income should be the foundation of every financial protection conversation. That’s why we’re asking you to put your clients’ income first when determining their protection needs.

Introducing our new “income first” toolkit

To support you in your conversations, we’ve launched our new “income first” toolkit giving you all the tools and resources you need to discuss income protection, including:

• Our income risk calculator which allows you to create a personalised report detailing how income protection can replace an income in the event of illness or injury
• A client approach email which allows you to introduce the concept of income protection to both new and existing clients
• Our reasons why editor, giving you the ability to create recommendation letters for your clients
• Objection handling tips
• Client and adviser guides, research, insights and much more.

Join the revolution

Income protection sales grew by 21% year-on-year in 2019², a giant leap in the right direction, but more needs to be done to protect the incomes of individuals and their families.

Access our toolkit and join the revolution.

Sources:

1 – www.gov.uk
2 – Swiss Re Term & Health Watch 2020.