Sales Aids
Browse our library of professional sales aids to support your protection conversations.
Featured Sales Aids
New job? No worries
New job? No worries
Your client might feel fearless and optimistic if they've just started a new job. But ill health can happen to anyone, so use this sales aid to help start the conversation about protection.
Are you sure you're in charge?
Are you sure you're in charge?
Your client's loving being self-employed. But have they got income protection in place? Their business relies on cash coming in.
Cover the good days
Cover the good days
The loss of a loved one is enough for anyone to cope with without the added burden of financial difficulties too. Life cover can help make sure those left behind don't lose the stability and familiarity of daily life.
New job? No worries
New job? No worries
Your client might feel fearless and optimistic if they've just started a new job. But ill health can happen to anyone, so use this sales aid to help start the conversation about protection.
Do you have money saved for a rainy day?
Do you have money saved for a rainy day?
Your client might feel confident and secure, but unexpected health issues can arise at any time. Use this sales aid to initiate a conversation about the importance of financial protection.
Are you sure you're in charge?
Are you sure you're in charge?
Your client's loving being self-employed. But have they got income protection in place? Their business relies on cash coming in.
Just moved in? Job done
Just moved in? Job done
They've found the perfect flatshare - a room in the centre of town. Remind your clients there's one more thing to keep their dreams on track.
Cutting your cloth?
Cutting your cloth?
If your clients have debts, they might be delaying taking out protection. It's an obvious place to cut back, right? Wrong.
Cover the good days
Cover the good days
The loss of a loved one is enough for anyone to cope with without the added burden of financial difficulties too. Life cover can help make sure those left behind don't lose the stability and familiarity of daily life.
Is your mortgage protected?
Is your mortgage protected?
If the worst happened, would your family be able to keep up with mortgage payments? Life cover can help ensure the family home stays in the family.
How much does time cost?
How much does time cost?
Having a critical illness usually means your clients will need to take time off work to help them recover. Even a small amount of critical illness cover could buy them the time they need.
The numbers don't lie
The numbers don't lie
Many people underestimate their risk of suffering a critical illness. Use these compelling statistics to help your clients understand why CI cover matters.
Who's your key player?
Who's your key player?
Every business has key people whose absence would significantly impact operations. Key person insurance helps protect your business from the financial impact of losing them.
What happens if your partner can't continue?
What happens if your partner can't continue?
If a business partner dies or becomes critically ill, could the remaining partners afford to buy out their share? Partnership protection provides the funds when needed.
Will your legacy reach the right hands?
Will your legacy reach the right hands?
Without proper planning, your clients' hard-earned wealth might not reach their loved ones as intended. Trusts can help ensure their wishes are carried out.
The 40% tax your clients might not know about
The 40% tax your clients might not know about
Many families are caught out by Inheritance Tax. Help your clients understand how proper planning can help protect their estate for future generations.