British Friendly launches new adviser toolkit

British Friendly has launched a new online adviser toolkit to help advisers with their income protection sales.

Related topics:  Protection
Rozi Jones
22nd November 2017
tech computer adviser business
"For many advisers it may be an afterthought and so increasing the availability of easy to use sales aids and online tools is helpful to a lot of advisers"

The site offers tools, tips and supporting material to illustrate the importance of income protection, including claims case studies, adviser guides and recommendation reasons as well as infographics and videos.

Nick Telfer, Product and Marketing Director, said: “One of our core principles is to be easy to do business with and the adviser toolkit is one of the ways we’re upholding this principle, by further supporting advisers in the sale of income protection. We also listen to their feedback and our survey shows that we value advisers’ input and we listen to and act on what they tell us they need.”

Damian O’Connor at Roxburgh Financial Management added: “Income protection is not as widely sold as it should be. For many advisers it may be an afterthought and so increasing the availability of easy to use sales aids and online tools is helpful to a lot of advisers, especially those who are not experienced at selling income protection. It is one of the most important financial products a person can buy during their working life.”

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