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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, or complete this form.

 

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

 

Adviser literature

 

Guides      
       
Adviser guide Q170
Underwriting quick reference guide  W11033  
Adviser guide
Q170
Underwriting quick reference guide
W11033

Financial underwriting limits flyer

Q20789

 
       
Case studies    
       
Loan Protection case study flyer Q20799

Director share
case study flyer

Q20797

Key Person
case study flyer

Q20800

Partner Share
case study flyer

Q20801

       
Sales aids      
       
Guaranteed insurability option flyer Q168 Immediate cover flyer Q10872 Taxation information flyer Q10871  
Guaranteed
insurability
option flyer
Q168
Immediate
cover flyer
Q10872
Taxation
information flyer
Q10871
 
       
Prospect letters      
       
Sample customer letter
Q10873

Director share

letter
Q13139

Partner share
letter
Q13137
Key person letter
Q13140
       
     
Business loan letter
Q13138
     
       
Key features      
       
Business assurance questionnaire W1844 Business Protection Term Assurance key features (COB) W9419 Business Protection Term Assurance key features (ICOB) W11349  
Business assurance
questionnaire
W1844
Business
Protection Term
Assurance key
features (COB)
W9419
Business Protection
Term Assurance key features (ICOB)
W11349
 
       
       
       
Technical guides      
       
Directors Share Protection tech guide W8212 Key Person tech guide W5135 Partners Share Protection tech guide W8211  
Directors Share
Protection tech
guide
W8212
Key Person
tech guide
W5135
Partners Share
Protection tech guide
W8211
 
       
Application forms      
       
Business Protection application form W10264      
Business
Protection
application form
W10264 V.11
     
       
Trusts      
       
Trust form W8102  
Trust form
W8102
Directors Share
Protection
documentation
pack
W4335
Partnership Share
Protection documentation pack
W4334
 
       
FAQs and glossary of terms    
       
Trusts FAQs Q10927 Glossary Q12325    
Trusts FAQs
Q10927
Glossary
Q12325
   
       
Presentations      
       
Q19286 Q12767    
Adviser
presentation
Q19286
(not for order)
Trusts presentation
Q12767
(not for order)
   
       
Customer literature    
       
Lead generation leaflet W11442 Premium equalisation flyer Q171 Customer brochure W11443  
Lead
generation
leaflet
W11442
Premium
equalisation
flyer
Q171
Customer
brochure
W11443
 
     

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