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Friends First have kindly supplied a suite of sales tools that you can use to help your clients see the benefits of income protection.
Positioning the saleWhen you are completing a fact find, make sure you ask the client questions about current income protection cover, what level of income they would need in the event of an illness or disability, what level of state benefits they might be entitled to. The income protection section of the sample fact find below might give you further ideas. Sample Fact Find
Selling the needSee the claims guide below for interesting statistics on the prevalence of illness / disability. Claims Statistics
Identifying the costUnderwriting Limits and sample premiums are in the ready reckoner / underwriting limits below. Specific quotes can be generated on the income protection quotes page. Ready Reckoner
Client PresentationProtect yourself - Protect your income Powerpoint presentation for clients
If you require assistance for an individual case, Friends First will be happy to help. Just contact your broker consultant. |
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