Personal Protection

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Who is this box set for?

Clients who are considering taking out or reviewing their personal protection policies. It can also be used to open up valuable protection conversations with new prospects, creating interest and clear next steps to getting cover in place.

About this box set

The Personal Protection box set helps viewers understand the risk to themselves and their loved ones if they were unable to work, or provide care to dependents, due to illness, injury or death. Taking just 10 minutes to watch, the box set looks at life insurance, critical illness insurance and income protection. It highlights the huge benefits each can provide at a time of need.

Personal Protection insurance is a fundamental part of good financial planning and something all clients and prospects should be aware of and consider. We produced this box set to make it easier for clients to understand its importance and benefits, give an overview of the solutions advisers can offer, and how straightforward and the value of getting the right cover in place.

Chapter Breakdown

1. An introduction to Personal Protection - 3 min

An introduction to life insurance, critical illness cover and income protection. Viewers are encouraged to think about their own situation, getting the right cover in place, and the peace of mind and security these products can provide. It also encourages people to think about reviewing any existing arrangements as their circumstances change.

2. Life Insurance - 3 min

This chapter looks at how life insurance works in more detail. It encourages viewers to think about the level and term of cover, and discusses joint life policies, wills, trusts and the value of advice.

3. Critical Illness  - 2 min

This chapter looks at how critical illness cover works in more detail and how it can make a real difference by providing funds at a difficult time.  It encourages viewers to think about the level, breadth and term of cover, and discusses joint life policies too.

4. Income Protection - 2 min

This chapter looks at income protection in more detail. It encourages viewers to consider how much income they would continue to receive if they were unable to work due to illness or injury and what any shortfall might be. It explains how income protection can help address any shortfall, encouraging viewers to think about breadth and length of cover and the importance of reviewing any existing arrangements.

Total Runtime: 10 minutes

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