'Income first' toolkit launched by The Exeter

Includes income risk calculator and 'reasons why' follow-up

Adam Saville
clock • 3 min read

Resource to help advisers educate their clients and discuss the need for income protection

A new toolkit launched by The Exeter has been designed to help advisers prioritise income protection (IP) when discussing protection with clients. The ‘Income first' resource includes an income risk calculator, which generates a personalised client report using graphs and data to show the potential income gap an individual would face once sick pay ends, the impact of ongoing financial commitments following a drop in income and how IP could be used to help. Another features is the ‘Reasons why editor', which allows advisers to share follow-up letters that are tailored to reflect the co...

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