'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...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Sesame Bankhall Group appoints lead for exit consulting

Sesame Bankhall Group appoints lead for exit consulting

David Wright takes the role

Cameron Roberts
clock 15 July 2025 • 1 min read
Barnett Waddingham appoints chief risk officer

Barnett Waddingham appoints chief risk officer

Rob Byett takes the role

Jaskeet Briah
clock 14 July 2025 • 2 min read
Reassured appoints chief customer officer

Reassured appoints chief customer officer

Laura Benton to take the role

Cameron Roberts
clock 10 July 2025 • 1 min read