Vitalitylife plan provisions and plan summaries update

To help improve print efficiency and initiate our plans of going digital, all our Plan Provisions will now be available to download as a PDF from the Adviser Literature and Tools page only. This means that these provisions will no longer be listed in our literature request form for print.

You will still be able to order the Plan Summaries as stock from the Literature Request Form, as this this a key item used at the point-of-sale.

Serious Illness Cover campaign

We are still in the midst of our Serious Illness Cover campaign. If you haven’t had a look at the Toolkit then it is not too late.

Why Serious Illness Cover? Our award-winning Serious Illness Cover helps protect your client from the financial impact that a serious illness can have. If they’re diagnosed with one of the conditions we cover, we pay them a cash lump sum. The amount we pay is based on the severity of the condition.

COVER THAT’S UP TO 3 TIMES MORE LIKELY TO PAYOUT COMPARED TO A TYPICAL CRITICAL ILLNESS POLICY1
Source: 1 Hannover Re UK Life Branch February 2017

Help your clients get more from Vitality

As you’ll know, one of the main reasons Vitality stands out form the other insurers is our Health Living Programme. You’ll offer our products to your clients, not only because they are award winning, but to give them the chance to get discounts and rewards on our partners and to give them the ability to control their premiums if they engage.

The first steps for your client needs to do to take advance of this is to register on the Member Zone, complete a health check and start tracking points. As part of their welcome pack they receive an insert that guides them to do this, along with their Membership Number. This insert is clear and simple to help them get registered and highlighting all the partners they can have access to.

To help you, help your client, get the most of their VitalityLife plan, we’ve now made this welcome insert into an aftercare sales aid for you to walk your clients through once they have their membership number.

There are two versions, one for clients on a Core plan and the other for clients with an Optimiser.