Business protection
Helping you all the way

Download literature

Helping you all the way

Sales literature

We have developed a full suite of support materials to help you at every stage of the advice process. The business protection marketing suite includes client guides, introduction letters, sales aids and presentations.

 

Below is a full list of what’s available. To preview a piece, click on the item to download a PDF.

 

Or to order a printed copy, please call us on 0845 273 0010, Monday to Friday 9.00am to 5.00pm, or complete this form.

 

Call charges will vary. We may record and monitor calls.

 

Adviser literature

 

Business protection research findings Q24182 Prospecting tool Q23844 Adviser guide Q170
 
Business
protection
research findings Q24182



Prospecting
tool Q23844





Adviser guide
Q170
 
       
     
Business Health Check Questionnaire Q23031      
       

Case studies

   
       
 
Loan Protection case study flyer Q20799

Key Person
case study flyer

Q20800

Partners' Share
case study flyer

Q20801

 

       
     
Directors’ Share Protection case study flyer Q20797  

 

 

       

Sales aids

     
       
Immediate cover flyer Q10872 CIC for key person Q21129    
Using protection
to reduce risk
Q21492
Recommending CIC for key people
Q21129
   
       

Prospect letters

   
       
Sample letter 1
Sample letter 2
Sample letter 3 Sample letter 4
       
Professional connections sample letter Professional connections sample letter  
Sample letter 5


Professional
connections
sample letter
HMRC sample letter Q27309  
       

Key features

     
       
Business Protection Term Assurance key features (COB) W9419 Business Protection Term Assurance key features (ICOB) W11349    
Business
Protection Term
Assurance key
features (COB)
W9419
Business Protection
Term Assurance key features (ICOB)
W11349
   
       
       
       

Technical guides

   
       
Key Person tech guide W5135 Partners Share Protection tech guide W8211 Directors Share Protection Technical Guide W8212  
Key Person
tech guide
W5135
Partners Share
Protection tech guide
W8211
Directors Share
Protection tech guide
W8212
 
       

Application forms

   
       
OLP Connect data application form W11904 Business assurance questionnaire W1844    
OLP Connect
data application
form
W11904
Business
Assurance
questionnaire
W1844
   
       

Trusts

     
       
Trust Schedule W8102  
Trust Schedule
W8102
Directors Share
Protection
documentation
pack
W4335
Partnership Share
Protection documentation pack
W4334
 
       

Customer literature

   
       
Lead generation leaflet W11442 Premium equalisation flyer Q171 Business protection customer brochure W11443  
Lead
generation
leaflet
Q23002
Premium
equalisation
flyer
Q171
Business
protection
customer brochure
W11443
 
     

Order material

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