British Friendly launches new adviser toolkit
British Friendly has launched a new online adviser toolkit to help advisers with their income protection sales.
"For many advisers it may be an afterthought and so increasing the availability of easy to use sales aids and online tools is helpful to a lot of advisers"
The site offers tools, tips and supporting material to illustrate the importance of income protection, including claims case studies, adviser guides and recommendation reasons as well as infographics and videos.
Nick Telfer, Product and Marketing Director, said: “One of our core principles is to be easy to do business with and the adviser toolkit is one of the ways we’re upholding this principle, by further supporting advisers in the sale of income protection. We also listen to their feedback and our survey shows that we value advisers’ input and we listen to and act on what they tell us they need.”
Damian O’Connor at Roxburgh Financial Management added: “Income protection is not as widely sold as it should be. For many advisers it may be an afterthought and so increasing the availability of easy to use sales aids and online tools is helpful to a lot of advisers, especially those who are not experienced at selling income protection. It is one of the most important financial products a person can buy during their working life.”
Breaking news
Direct to your inbox:
More
stories
you'll love:
This week's biggest stories:
This week's biggest stories:
FCA
Firms required to report complaints involving vulnerable customers under simplified FCA rules
Santander
Santander joins mortgage price war with new rates from 3.51%
FCA
FCA sets out timeline for mortgage rule changes
Nationwide
FCA fines Nationwide £44m for inadequate financial crime controls
Inflation
Bank of England set to cut rates as inflation falls to eight-month low
FCA
FCA announces new measures to support growth of mutuals sector