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Protection client engagement

Boost your protection conversations with our wide range of client engagement materials.

Supporting your client conversations

Our interactive tools and brandable marketing materials can save you time so you can focus on getting the best financial outcomes for your clients.

Our 'Reasons Why' tool

This tool takes the legwork out of creating communications. You can quickly generate text for letters, emails and other materials to explain the features and benefits of our protection options.

Access the tool

Approach letters

Our approach letters can help start your client conversations on the right foot. Our pre-prepared letters are based on common motivations for protection and can be personalised with your own letterhead or branding.

Browse our approach letters  

Mixing cover types, made simple

Our Menu Plans enable your client to mix and match covers while accessing them all in one place, for only one plan charge. Use our value of menu tool to start your menu conversations. 

Start your menu conversation  

More resources

Business protection planner

Our business protection planner gives you access to calculators, case studies, guides, videos and illustrations to help you find and recommend plans to protect your client's business.

Business protection planner  

Inheritance Tax toolkit

Reduce liability and protect beneficiaries with our IHT toolkit. From potentially exempt transfers (PETs) to whole of life plans, use our toolkit to help clients avoid unwanted tax burdens.

Inheritance Tax toolkit  

Marketing Studio

Power up your promotions with our Marketing Studio. From risk reports to statistics and graphics, our studio includes a wide range of customisable materials to support your conversations and help you grow your client base.

Explore Marketing Studio