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...
2021: The next step
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‘I am not annoyed, just disappointed’
Available to wider adviser community in early 2021
31% worry about money everyday