We know that every firm wants to stand out in the crowd, and with help from our collection of marketing resources you can do exactly that. Whether you are aiming to reach out and engage with clients on their terms, or you are looking to hone your digital marketing strategy in accordance with latest compliance updates, our marketing support centre will have what you’re looking for.
Download PDF guides supplied by our trusted partners to learn how you can better focus your firm activities.
Gain vital market insights from Vitality’s 2023 roundup report.
Read these in-depth guide to Royal London’s products and services to find out how their proposition adapts to help you win and keep your client’s business.
Royal London wants to make it as simple as possible to make a claim on fracture cover.
Find out all the facts and figures when it comes to the business protection market.
Find out which occupations can and cannot be accepted as part of a British Friendly cover referral, to help your clients walk away with the right policy.
Read British Friendly’s guide explaining their general underwriting philosophy on some of the most common hazardous activities and how that might impact the cover options available to your clients.
This guide will outline the medical evidence British Friendly will need in order to underwrite your client’s application.
Download Scottish Widow’s helpful guide to find out how you can get set up to start using their Online Services for the first time.
Guardian 1821’s new income protection offering providers more benefits and greater certainty.
Find out how Guardian 1821’s income protection cover provides tailored coverage for your clients unique to their situation and budget.
Learn why integrating children’s cover arrangements into your proposition will serve both you and your clients well.
Below are a number of videos from our partners, which can be used by advisers looking to brush up on their knowledge of the protection insurance industry. Hear from experts within the market, or gain first-hand knowledge on maximising the tools and services on offer from our panel.
View Legal & General’s full video library of How-to instructionals on how to make the most of their online systems.
Designed by advisers, for advisers the Just Covered podcast series from Legal & General explores all the major topics of interest in the financial services industry.
Document libraries are remarkably useful online tools for any adviser. All the documents you might need for arranging a policy, engaging with clients or even brushing up on your own learning and development, can be conveniently found in one of these online libraries.
Access LV=’s document library here to gain access to their suite of resources which can be downloaded or emailed direct to your clients.
Find a range of assets to help grow your business within Vitality’s document library
Get all the information you and your customers will need in regard to Legal & General’s products and services.
Find documents, forms and information within the Aviva document library, to help you and your client’s learn more about what it is like to do business with them.
Access a host of useful forms, user guides, sales aids etc. located within Cirencester Friendly’s document library.
Everything you’ll need, all in one place – Guardian 1821 boasts an extensive literature library containing
Complete your protection policies with support from Zurich’s comprehensive document library, which has been conveniently segmented into easy-to-navigate categories just to make your life easier.
Comprehensive and easy-to-navigate, Scottish Widows’ literature library is updated regularly so that advisers are able to access the latest versions of their content.
Browse through a host of useful documents which are sure to serve you well during your next meeting with clients.
Visit Royal London’s protection literature library where you have the choice of either ordering or downloading useful material.
Find sales guides, forms, research and insights and much more, all within The Exeter’s literature library.
Incorporating sales tools into the advisory process can help save you time while also improving the way you go about your business. To make your life easier, we have compiled a list of the most useful sales tools on offer from our provider panel, in one place.
The next time you are about to open up discussions with clients or are about to pull the trigger on arranging a client policy, consult our list of sales tools to see how your business can benefit.
The Link Magazine is your expert quarterly guide to the protection market. Each issue showcases the latest insights, data and thought leadership from our protection team, to help you dig deeper into market trends, products and analysis.
Learn the secrets of protection success from top advisers, thanks to Legal & General’s year long project which will compile the key findings of high-level advisers in what works for them.
Download Legal & General’s Deadline to Breadline report to gain valuable insight on the financial resilience of households across the UK.
Within Vitality’s online tools centre you will find a range of digital sales aids designed to support your client meetings and help grow your business.
Add value to your protection services and save valuable time arranging applications with Scottish Widows’ tools and calculators.
Find out how The Exeter’s Income First cover solution can provide your client’s with the finest protection assurances no matter their occupation or profession.
Access tools, essential reading materials and content to share with your clients within The Exeter’s Income First toolkit.
The Exeter’s has put together a list of responses you can give to client’s when they have objections to the need for income protection.
Take advantage of The Exeter’s co-branded income risk calculator to put forward a compelling case for income protection insurance.
Before you can start arranging life insurance and critical illness cover for your clients you will need to open an agency with HSBC Life and go through their on-boarding process.
Download and complete HSBC Life’s Terms of Business Application Form to apply for an agency with HSBC Life (UK) Limited (‘HSBC Life’).
Find out everything you will need about arranging protection advice, as well as some of the more complex, associated issues such as trusts and estate planning with HSBC Life’s Technical Centre
Underwriting has been made simple with HSBC Life’s quick and efficient online underwriting tool.
Explore HSBC Life’s BMI tables for guidance on how your client’s policy may be influenced by their Body Mass Index.
Bring protection to life for your clients with the help from theTOOLKIT courtesy of AIG.
Rack up CPD hours while also getting clued up on all things protection with the AIG CPD Academy.
Supporting advisers no matter how much or how little experience they have arranging income protection policies, Kaleidoscope is an essential learning and development tool that you can get your hands on now!
From video guides to benefit calculators to downloadable documents, Zurich’s toolkit page will be a useful instrument for when it comes to writing protection policies for your clients.
Receive accurate and up to date underwriting decisions before you start the application process with Zurich’s pre-app underwriting tool.
Apply now for Zurich’s ‘Introduction to Zurich Propositions’ webinar.
Apply now for Zurich’s ‘Crafting Critical Illness Cover with Zurich’ webinar.
Go above and beyond with your policies using Cirencester Friendly’s assortment of additional non-contributory discretionary benefits.
Find out how Cirencester Friendly’s enhancements scheme can benefit your client’s income protection arrangements.
Our friendly, expert Broker Support Team are here to assist with all of your Protection questions and enquiries. If you’re already a TMA member and have a query about any of our services or tools, they’re here to help!
Give them a call on 0330 303 0236
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