VitalityLife
Life insurance has never been more relevant, with more and more people looking for ways to protect their health, and their loved ones’ futures1. We understand that how you interact with your clients is likely to have changed over the last year, with an increase in online and video calls becoming the norm.
To help you continue to have these important conversations with clients, we have highlighted our most popular online assets as used by advisers, to help support your client conversations.
Wealth Preservation Attitudes to Risk Questionnaire
An online editable client questionnaire that can help you understand your client’s attitude to risk.
Tip – email to your client in advance of their appointment
Client Risk Calculator
An online calculator which demonstrates to clients what they might face in the future – allowing them to better protect themselves from it. What’s more it only takes a minute to complete.
Tip – can help you structure the conversation and provide the right protection for your client
Take a look at the calculator >>
Personalised claims and benefits report
Based on our 2020 claims data, you can create a report which explores the most likely insurance claims and most popular benefits based on your client’s profile.
Tip – download the outputs as a PDF and provide your client with more tailored data
In addition to the above, we include adviser toolkits on all of our product webpages which include client sales aids, videos and email templates and our literature library contains everything else you need from editable application forms, underwriting sales aids and suitability letters – explore the literature library now.
For more information on Vitality visit our adviser webpage or contact your dedicated Vitality Business Consultant – if you are unsure of your Business Consultant contact us.
1 ReMark Global Consumer Study 2021-22
