L&G

To support smoother and more productive conversations, L&G offers a suite of resources designed to help clients feel informed before their mortgage appointments. This includes short, easy-to-share videos that explain what clients can expect and how they can prepare effectively.

L&G’s Adviser Toolkit features numerous resources to help in this area.

• Tools and Calculators
• Sales Aids
• Claims Info
• Case studies

Royal London

To support firms and advisers with meeting and evidencing the Consumer Duty Consumer Understanding outcome, Royal London has collected resources that help firms and their clients understand the products recommended, as well as the services provided.

The Exeter

The Exeter has produced consumer friendly videos on income protection and life insurance.

L&G

To help advisers have more effective and engaging protection conversations, L&G’s developed targeted content specifically for advisers. Available through our CPD Academy, it offers two on-demand sessions focused on:

• Integrating protection into the mortgage process
• Improving conversion from mortgage to protection

These sessions are designed to support adviser development and help drive better outcomes for clients; Beyond the mortgage – Elevating your protection advice 

Royal London

Royal London’s Consumer Duty support hub is designed to help meet Consumer Duty requirements now and in the future.

The Exeter

The Exeter has the following tools and resources that may help protection conversations to resonate with consumers:

• Income protection case study
• Income Risk Calculator
• Unlock the power of behavioural economics

L&G

L&G works closely with firms to help ensure more clients are protected. Its dedicated Market Development team collaborates with advisers and their Business Development Manager to review current processes and tailor support to meet the business’s specific needs.

Whether it’s improving protection conversations, increasing conversion, or embedding protection into your advice journey, L&G’s here to help deliver better outcomes for clients.

Contact your BDM to find out more.

Royal London

Browse Royal London’s Personal Menu Plan information to find comprehensive resources, designed to support tasks and client conversations.

Here you can find forms, key facts, and plan details that outline benefits available to clients. Royal London’s also designed comprehensive sales aids, guides and leaflets to assist advisers in presenting and explaining the product information confidently to their clients.

L&G

L&G’s Market Development Team may be able to provide support with social media.

Contact your BDM to find out more.

Royal London

Royal London’s comprehensive resources can help advisers communicate the benefits of their products, explain how they work and support clients in making a confident decision.

Its LinkedIn account can help provide inspiration on social media content.

L&G

From finding the right care to managing mental and physical health challenges, to getting your client back on their feet after illness or injury L&G’s three value-added services are here to support, and all are included at no extra cost, too.

Care Concierge and Wellbeing Support are available from day one, and Rehabilitation Support Service from the moment a customer claims.

Royal London

Royal London’s Helping Hand includes a wellbeing support service, designed to help clients maintain a healthy lifestyle.

It gives the plan owners online access to a range of hand-picked early care medical services, so they have the help and advice they need to stay fit and healthy and help stop small health issues becoming a big problem. This is in addition to the other support services Helping Hand already offers.

Helping Hand is included with all advised protection plans. It's there for clients, whichever stage in life they're at, and as a plan owner it doesn't cost them anything extra to use.

Being able to offer clients a holistic protection package, with benefits they can use day-to-day, can be a great way for advisers to show the value of their advice - and gives clients more than they might expect from their protection.

The Exeter

Don’t sell your clients short - make sure they get the benefits of HealthWise, the free members app that provides quick and convenient medical advice and treatments via their smartphone or tablet

L&G

L&G has specific products designed to help clients who rent. Documents to support advisers talking to rental clients are available, including:

• Customer guide.
• Planning ahead - customer facing sales aid.

Royal London

Royal London’s Marketing Studio has useful resources on the rental market opportunity.

L&G

L&G has dedicated resources and a team to support retention and business Quality Management.

Find your Legal and General Dedicated support here.

Royal London

Find literature to help you apply for and manage protection plans, and support your client conversations. Download forms, sales aids, key facts and more.

The Exeter

• Cost of living support
• Vulnerable customers charter