The tool makes it easier to start conversations about protection and demonstrate the value of your advice. It brings the benefits of menu to life and helps clients see the bigger protection picture.
We’ve always believed we’re stronger when we work together.
Our menu tool makes it easier to talk about protection,
and demonstrate the value of your advice.
The tool brings the benefits of menu to life in a quick and simple way, showing clients how they can get more cover for life’s uncertainties...
They can see how menu means cost effective cover...
and can offer more opportunities to claim.
Our menu tool shows three options based on the information provided. Allowing them to pick a Menu Plan tailored to their unique needs and budget.
Plus, for added value, all our Menu Plans come with our Helping Hand support service. Life might be complicated, but protection needn’t be.
One plan provider, multiple covers, real value. We love it when a Menu Plan comes together.
Visit our website to try the tool.
All our Personal Menu Plans are available with just one application, one plan fee and one Direct Debit. But the benefits don’t end there - your clients get:
Hello. Thanks for listening to our audio clip today. I'm Shelley Read Senior Intermediary Development and Technical Manager here at Royal London and I represent the protection side of our business.
We’re proud to have a simple to use and flexible protection Menu Plan. Once you’ve carried out a protection analysis and agreed the financial risks your clients may face should they become ill or sadly die prematurely, then the menu will allow you to mix and match a range of covers to suit not only your client’s needs but also their budget.
This might include mortgage protection, some level term, extra family cover, or some life or earlier Critical Illness Cover. You can also include monthly benefits, like Income Protection or Family Income Benefit.
Each cover can have a different term, a different amount, or a different protection product. You can even choose different owners for each cover under the one plan, so one life could be covered for a higher amount or for longer. It also means if there’s a claim for one person the other still has their cover intact. And to further ensure the plan suits your clients’ current needs, you can choose whether each cover is decreasing, level or indexed to future proof your advice.
We also provide your clients with Free Cover as soon as they’ve completed their application, so they’re protected even before their plan starts or they’ve paid a premium.
The cover available on our Personal Menu Plan can change with your clients. So if it’s protecting their mortgage, family, or the lifestyle they’ve built – we’ve got it covered. All with just one application, one plan charge and one direct debit.
I hope you’ve found this audio clip helpful and given you more reasons to tailor your clients’ protection cover with our Personal Menu Plan. As always, we’re here to support you every step of the way with your conversations, so for further help, hints and tips please get in touch with your usual contact. Thanks for listening.
This client facing sales aid highlights how mixing and matching a range of covers can create a cost-effective protection plan, tailored to your client’s circumstances.