Articles

Supporting you with tools, information and guidance.


Global term

Trust tools

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.

Tools to support you

Global Term and Whole of Life Comparison - Highlights the benefits of selling Global Term over a generic whole of life product.

Tools to use with your clients

Protection calculator - Complete this interactive table to calculate how much cover your clients might need to financially protect themselves and their loved ones.

Global Wealth Advance

Tools to use with your clients

Special offer - View the latest special offer we are running for Global Wealth Advance. 

How much growth do you need? - A sales aid that goes alongside the special offer flyer to show the amount of growth needed to cover the product and fund charges.

Premium increase offer - Offer for existing Global Wealth Advance investors who increase their premium. 

Features and benefits - A handy two page document detailing the product features and benefits.

Education funding - Use with your clients to show how Global Wealth Advance could help with funding a child’s education.

Planning for retirement - Use with your clients to show how Global Wealth Advance could help fund their retirement.

General savings - Use with your clients who may not have any specific savings needs.

Saving for a wedding - Use with your clients to show how Global Wealth Advance could help with funding a wedding.

Managing Volatility

Tools to use with your clients

Lead generation letter - For you to print off and use with clients who may be uncertain about investing at this time. 

Retirement funding

Tools to use with your clients

Lead generation letter - For you to print off and use with clients who may be considering retirement planning. 

Global Wealth Manager

Special offer - View the latest special offer we are running for Global Wealth Manager.

Top up offer - View the latest top up offer we are running for Global Wealth Manager.