Supporting you with tools, information and guidance.
The Protection Trust Deed - Enables you to put your clients' policies in trust.
Trust guidance notes - Informs you of the benefits of putting your clients' policies in trust and how to set one up.
Protection calculator - Complete this interactive table to calculate how much cover your clients might need to financially protect themselves and their loved ones.
Lead generation letter - For you to print off and use with clients who may be uncertain about investing at this time.
Lead generation letter - For you to print off and use with clients who may be considering retirement planning.