Search



You searched for the term tools Your search returned the following 40 results...
 
  • Use our protection tools - Royal London for advisers

    We've got a range of tools that will help you promote the financial benefits of trusts as well as support in finding the right trust for your clients. Value of menu tool Use our menu tool to show clients how a menu plan can be tailored to their needs and budget, as well as offering more opportunities to claim.

    tags: 

    Tools and support

  • Use our equalisation calculator - Royal London for advisers

    ...will receive. You can use this calculator for businesses with up to 10 owners and once the calculation is complete you can leave a copy with your client. How to use this tool. Type in your client's business name and then select from the drop down box the number of partners or shareholders covered. You can...

    tags: 

    Calculators

  • Business protection calculator - Royal London for advisers

    Business protection calculator This calculator will help you to create a report on a business' needs and the covers that would be most suitable to protect its most valuable assets - its people. Loading...

    tags: 

    Calculators

    Tools protection

  • During your client meeting - Royal London for advisers

    ...of the financial sums you need to know to work out the sums assured. Collection date calculator Check when your clients can expect the first three premiums to be collected for their plan. Definitions search tool Use this tool to search our current definitions as well as past versions to check what we cover...

    tags: 

    Tools and support

  • We’re here for you, so you can still be there for your clients. - Royal London for advisers

    ...have animated guides to help you navigate our online application process and use our online dashboard too. We also have a wide range of online tools to support your conversations with your clients. Pre-sale underwriting tool Use this tool to check things like BMI, family history, occupation...

    tags: 

    Online service

    Tools

    Tools protection

  • Tools that you need, when you need them - Royal London for advisers

    Tools that you need, when you need them 29 November 2018 We’re committed to making it easier to do business with us. So we’re always looking for ways to make our award-winning service even more straightforward for you and your clients. Part of that is making sure you have the tools that you need...

    tags: 

    Information and guidance

    Tools

    Tools and support

    ...

  • Affordability calculator - Royal London for advisers

    Affordability calculator Understand your clients' spend and budget. This calculator can help you to understand your clients' regular financial commitments. Property costs Cost per month (£) Mortgage/rent Council tax Home insurance Home maintenance/improvements Gas boiler maintenance Utility bills Cost per month (£) Gas Electrici...

    tags: 

    Calculators

  • Use our lifestyle calculator - Royal London for advisers

    Lifestyle calculator Understand your clients' spend and budget It may seem a strange question. But think about it. How much does a coffee cost these days - £2.50 or a little more maybe? And how often do people pop into their favourite café for a tall skinny latte or a cappuccino? Take a look at the list below. They are things pe...

    tags: 

    Calculators

  • Business protection decision tree - Royal London for advisers

    Business protection decision tree This tool will give you possible business protection solutions based on a client's business structure and the purpose of the cover. What is the business structure? What is the purpose of cover? What is the purpose of cover? Click on an answer below 1 Sole trader 1...

    tags: 

    Calculators

  • Use our inheritance tax calculator - Royal London for advisers

    Inheritance tax calculator Calculates any potential IHT liability based on your client's assets and liabilities.   Assets Value of main home/residence £ Other property (second home, holiday home, business property / land, etc.) £ Cars, boats or caravans £ Household contents / personal effects £ Antiques, jewellery, art and / or...

    tags: 

    Calculators

  • Don’t put off to tomorrow what you can do today - Royal London for advisers

    , from sample approach letters to help you reconnect with your mortgage clients to tools and calculators to help you overcome client objections. And don’t forget, our tailored marketing solutions site has a suite of sales aid and posters specifically aimed at mortgage clients. So next time you find...

    tags: 

    Blog

  • Is now a good time to be discussing protection? - Royal London for advisers

    ...of tools, from sales aids and approach letters, which are specifically aimed at mortgage clients as well as our of range calculators, including an affordability calculator. This could be the ideal time to revisit certain mortgage clients to discuss their protection needs as they might find things...

    tags: 

    Blog

  • Reasons why (personal) - Royal London for advisers

    Reasons why (personal) To help you explain the reasons for recommending a Royal London Personal Menu Plan, we've produced various paragraphs that describe our company as well as the features and benefits of our products. Why Menu Personal Menu Plan Life Cover Critical Illness Cover Life or Critical Illness Cover Children's Criti...

    tags: 

    Reasons why

  • Reasons why (relevant life) - Royal London for advisers

    Reasons why (relevant life) All the reasons why for relevant life policy Introduction please select Introduction Type of cover/method of payment please select Level Life Cover Increasing Life Cover Decreasing Life Cover Method of calculation please select Multiple of salary/remuneration Setting up the plan please select Life of...

    tags: 

    Relevant Life

    Reasons why

  • Marketing studio - Royal London for advisers

    . Marketing studio guide Download our simple step-by-step guide to see how to register and use our marketing studio tool. Marketing studio animation Watch our short video for a quick overview of the marketing studio to see how it could help boost your business.   Share: Share:...

    tags: 

    Tools and support

    Tailored Marketing Solutions

  • Approach letters (business) - Royal London for advisers

    Approach letters (business) Download our approach letters for business protection. Letter for HM Customs The need for business protection Business will (limited companies) Business will (partnerships) How exposed is your business borrowing?...

    tags: 

    Approach letters

  • Approach letters - Royal London for advisers

    Approach letters Start talking to new clients We've got a range of approach letters for each type of protection - from general conversation starters to the specifics. You can pick the one that's most suitable for your client and cut and paste it into your own letterhead. You could even mix and match paragraphs to give a truly ta...

    tags: 

    Approach letters

  • Approach letters (relevant life) - Royal London for advisers

    Approach letters (relevant life) Download our approach letters for relevant life. Relevant life policy - accountant Relevant Life Policy – client All the material has been approved by Royal London's compliance team. You should however make sure that your own compliance department approves the versions you're using.

    tags: 

    Approach letters

  • Approach letters (personal) - Royal London for advisers

    Approach letters (personal) Download our approach letters for personal protection Become a trustee approach letter Could you afford to keep your home if you became critically  ill? Could you maintain your lifestyle if you couldn't work? How would you keep a roof over your head if you couldn't work because of illness or injury? I...

    tags: 

    Approach letters

  • Collection date calculator - Royal London for advisers

    Collection date calculator You can use this tool to check when your clients can expect the first three premiums to be collected for their plan. You can check up to 10 plans for each client. We know that your clients might need to plan for an increase in their monthly outgoings once their plans...

    tags: 

    Tools

  • Before your client meeting - Royal London for advisers

    Before your client meeting Checks you can make to help get the most out of your meeting. Good parent portfolio We can help you give your clients advice on the things that can go with the protection sale – trusts, wills and guardianship. Find the right trust Use this tool to help you identify...

    tags: 

    Tools

  • Talk about trivial spending habits - better protection conversations - Royal London for advisers

    ...five of our Better Protection Conversations blog series looks at how to help customers set a protection budget. READ MORE At Royal London, we’ve got a great tool you can use with your clients. It’s called the lifestyle calculator and allows you to have this very conversation. Because it’s...

    tags: 

    Personal

    Tools and support

    Tools protection

  • The protection budget - better protection conversations - Royal London for advisers

    The protection budget - better protection conversations Vincent O'Connor 11 February 2019 Part five of our 'Five top tips for better protection conversations' series - agreeing the protection budget. I’ve already talked about a typical mortgage client in terms of their enthusiasm level when you first meet them. If they’re a firs...

    tags: 

    Personal

    Tools and support

    Tools protection

  • Why choose Royal London for protection - Royal London for advisers

    ...your clients choice, so you can be confident you’re building a protection plan as individual as they are. With a range of sales tools, support and personal service, we’re dedicated to helping you provide the tailored service your clients value. And our Helping Hand service gives your clients access...

  • Shareholder & partnership protection - Royal London for advisers

    Shareholder & partnership protection All the reasons why for shareholder and partnership protection Simply click on a topic from the list below and it will appear in a box at the bottom of the page. You can then highlight any sections you want to use and copy and paste them into your own documents. Introduction please select Int...

    tags: 

    Tools and support

  • Approach letters (whole of life) - Royal London for advisers

    Approach letters (Pegasus Whole of Life) Download our approach letters for Pegasus. pegasus - approach letter All the material has been approved by Royal London's compliance team. You should however make sure that your own compliance department approves the versions you're using.

    tags: 

    Tools protection

  • Use our pre-sale underwriting tool - Royal London for advisers

    Pre-sale underwriting tool Get accurate indicative underwriting decisions at the touch of a button. Pre-sale underwriting tool Use your existing online service login, or register as a guest to get started. Log In We’re committed to making it easy to do business with us. That’s why we’ve created...

    tags: 

    Tools protection

  • Business protection opportunities - Royal London for advisers

    ...to protect hers.” “At Royal London, we make introducing the benefits of business protection to your clients simple. Our toolkit includes online calculators, decision trees, presentation tools and sales aids. For more information and support with talking about business protection to your clients, visit our...

    tags: 

    Business

  • How do you choose the best online service? - Royal London for advisers

    ...including: Overall functionality and design (including mobile) Ease of transaction/business processing tools Online product tools and literature Flexibility of charging options Innovation ( including platform, apps, portal, tools) If you were one of the advisers that voted for us then thank you...

    tags: 

    Blog

  • What is business protection? - Royal London for advisers

    ...the following pages you'll find all the tools you need to help plan, present and deliver business protection. Whether you’re familiar with the market or just getting started, you’ll find expert advice, handy tips and time-saving tools to support you at every stage of the process – identifying opportunities...

    tags: 

    Business

    Key Person Cover

    Loan protection

    ...

  • Taking your first steps into the world of social media - Royal London for advisers

    ...of tools available (online, where else?!) to help you get started, and by taking a few small steps you’ll find yourself opening your business up to a whole new market. To begin with, you’ll need to consider why you’re using social media.  Are you hoping to build your client base, interact...

    tags: 

    Blog

  • Approaching income protection - Royal London for advisers

    Approaching income protection Watch our adviser films and find out how they approach the income protection conversation.     The value of income protection             Approaching the conversation             Target audience             Objection handling             Helping Hand             Claims experience           View thes...

    tags: 

    Tools

    Income protection

  • Selling protection to millennials - Royal London for advisers

    ...decisions. They want to get to know you BEFORE contacting you and by the time they do, they’ll have done a significant amount of research on you using their social networks and other online tools. One of your goals is to make ‘getting to know you’ easier for them. Don’t tell millennials what they need...

    tags: 

    Blog

    Tools protection

  • Reasons why (whole of life) - Royal London for advisers

    Reasons why (whole of life) To help you explain the reasons for recommending a Royal London Whole of Life policy, we've produced various paragraphs that describe our company and the features and benefits of the product. Introduction please select Pegasus Whole of Life Plan Type of cover please select Life Cover Waiver of Premium...

    tags: 

    Tools protection

    Whole of life

  • Find the right trust - Royal London for advisers

    Find the right trust Designed to help build your business This interactive page will help you choose the correct trust form for an individual client. Just make the selections that apply to your client and a box will appear at the bottom of the screen to let you know which form you should use.  Get Started Is the plan a Relevant...

    tags: 

    Calculators

  • Working remotely podcast - Royal London for advisers

    ...calls, as well as different techniques to support remote conversations with your clients. Shelley also discusses the range of online tools and business support that’s available from Royal London to help you keep your business on track. Download this video (right-click and save) Working remotely...

  • Ask open questions - better protection conversations - Royal London for advisers

    Ask open questions - better protection conversations Vincent O'Connor 28 January 2019 Part three of our 'Five top tips for better protection conversations' series - asking open questions. In my last blog I talked about a simple idea that you can introduce into every protection conversation – the actual risk, chance and probabili...

    tags: 

    Personal

    Tools and support

    Blog

    ...

  • Back to work? - Royal London for advisers

    ...and the Government if they couldn't work or the impact the loss of income would have on their household and lifestyle. Lack of awareness and understanding puts this quite far down the list of household priorities with purchases like broadband taking priority.5 Campaigns like 7 Families and marketing tools...

    tags: 

    Blog

  • Don't let death tax kill the romance - Royal London for advisers

    ...lots and tools to support your conversations including an IHT calculator that calculates any potential IHT liability based on your client's assets and liabilities. Share Share About the author Gregor Sked Protection Development and Technical Manager Gregor’s exposure to financial services began back...

    tags: 

    Personal

    Life Cover

    Trusts

    ...

  • Relevant life calculator - Royal London for advisers

    Relevant life calculator How much could a relevant life policy save your clients? This calculator allows you to show your clients the difference in the gross cost of providing their life cover through a relevant life policy taken out by their employer compared to a policy they would take out themselves.  All you need to do is en...

    tags: 

    Relevant Life

    Calculators

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.