Getting your message across to customers isn’t always a simple task. To help you and your clients get on the same page more often when it comes to protection, and how essential owning a policy is, we have compiled our B2C marketing tools into one, centralised location. Discussions with customers will be easier than ever with help from our assortment of PDF guides, videos and other online tools supplied to you via our panel of providers.
Download PDF guides supplied by our trusted partners to learn how you can better meet your customer’s needs.
Find out how you can optimise your client’s personal protection plan with Vitality’s helpful guide.
Explore Vitality’s comprehensive personal protection plan options, which includes a range of benefits available for your clients.
Read LV=’s official summary showing what medical information they will need in order to underwrite your client’s protection policy.
Find out what the key features of LV=’s Flexible Protection Plan are, and how your clients might benefit from this versatile insurance offering.
Learn what the main features of the LV= Income Protection and Budget Income Protection policies include.
Get all the facts when it comes to the key features of an LV= Flexible Transitions Account.
If your clients are looking for protection from the financial impact of being unable to work, Guardian 1821’s income protection services might be worth getting familiar with.
Does your client have a plan B for when the unexpected happens?
Provide your clients with all the facts when it comes to British Friendly and their affordable protection solutions.
Broken bones? Make sure your client is covered
What is sick pay protection? How does it work? Who is eligible? Find out all this and more with this helpful document.
Help your clients see how essential critical illness cover is, as well as what they should consider when looking for coverage.
Prepare your clients by providing them with all the facts when it comes to how best to protect their family from a future they hope never happens.
Provide customers with full details of the criteria required for a successful critical illness claim.
Make sure your customer’s have a firm understanding of their incomings and outgoings before they commit to any forms of cover with this helpful budget planner.
Show your clients what HSBC Life can do for them and their family if the unexpected was to happen.
Demonstrate to your clients the key benefits of HSBC Life Protection.
Demonstrate to your clients the key benefits of HSBC Life Critical Illness Cover.
The claims process can be daunting for customers, but that’s no longer the case with this straightforward and easy-to-understand document from HSBC Life.
With plenty of value-added health services and a streamlined booking process, it’s easy to see how HSBC Life brings convenience and comfort to the forefront of the protection insurance process.
Customers want reassurance that their protection plans will successfully pay out and Royal London’s 2022 claim stats proves that is precisely the case with their claims experience.
Below are a number of videos from our partners, which can be used with your customers (if they say ‘for customer use’) and with your team to help them understand the benefits of owning a protection policy. Feel free to use the customer facing videos on your own website, social media, in your client meetings etc. to help them understand why protection is so important.
Watch all of The Exeter’s helpful videos designed to help you explain topics such as income protection, life insurance and compliance with your clients.
Watch HSBC Life’s explainer video on what their Online Health Services tool can do your clients.
Help your customers understand exactly how a protection policy can support them and their family during tough times.
If your client isn’t interested in learning about financial protection for their home, this video will illustrate exactly why they should.
Encourage your clients to tune in to the AIG One Chat Podcast and find out how they can be empowered to take control of their wellbeing – one chat at a time.
Download a selection of case studies which help your customers to better understand the benefits of protection. Feel free to use the customer case studies on your own website, and in client meetings.
Watch this video case study about Alia Yaqub and how and income protection claim helped her and her family get through an incredibly difficult time.
Find out what a relief it was for Judy to know that her critical illness cover was going to provide some much needed support after her cancer diagnoses.
The decision to take out an income protection policy can be truly life changing, just like it was for Amanda and John whose payout helped them get back on the property ladder.
Income protection policies provide job security in more ways than one, and Luke’s story is testament to this very fact.
Barry explains how a pay-out on his critical illness policy allowed him and his family to focus on what’s important following a Subarachnoid brain haemorrhage.
Find out how Pete’s policy supported him and his family following the diagnosis of a rare form of cancer.
Find out how Steve’s Critical Illness policy supported him and his family after suffering from a heart attack.
Dave explains how a pay out on his critical illness cover policy eased the pressure of his prostate cancer diagnosis.
When Kelly Ladbrooke was diagnosed with Leukaemia, the advice she received from her broker, Neil Bohan, meant her family could care for her and not worry about paying the bills.
Download and share Guardian 1821’s client-facing stories to illustrate just how unique and beneficial their policies can be.
Read up on James and Leana’s remarkable and tragic story about just how essential cover can be.
Find out how Lesley-Ann’s critical illness cover ensured she had still had a life to look forward to during recovery.
Enhance your marketing materials with tailored content templates from our providers. Making the case for protection will have never been easier than when you are using these bespoke comms embroidered with your own name, logo and contact details.
Get marketing literature with your name all over it with Royal London’s marketing studio.
Access ample letters from Holloway Friendly for when you wish to contact existing/new clients about their income protection needs.
Access free, ready-made and personalised content to use in your marketing communications with Aviva’s Broker Create suite.
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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© 2024 TMA Club. FOR INTERMEDIARY AND PROFESSIONAL ADVISERS ONLY. NOT FOR CONSUMER USE.The guidance and/or advice contained in the website is subject to United Kingdom (UK) regulatory regime and is therefore restricted to consumers based in the UK. Registered office: Newcastle House, Albany Court, Newcastle Business Park, Newcastle Upon Tyne, Tyne & Wear, NE4 7YB Registered in England & Wales number 02217569, TMA is a trading name of Advance Mortgage Funding Limited which is authorised and regulated by the Financial Conduct Authority. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
