Reports

Tailor the message to your clients

Life insurance can be easier to sell than income protection or critical illness cover. Our reports help you explain why income protection and critical illness cover are often even more important than life insurance for your clients.

Once you’ve registered, you enter a few personal details about your client to create a report individual to their circumstances, showing their risks and what’s at stake. You can prepare and print out a report before a client meeting, or even run it quickly while your client watches the risks unfold.

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All the material has been approved by Royal London’s compliance team. You should however make sure that your own compliance department approves the versions you’re using.

Critical illness report

The need for critical illness cover.

Show your clients their chances of critical illness and what that could look like for their finances. Give them an idea of what critical illness cover might cost them too, and the difference that could make.

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Income protection report

The need for income protection.

Show your clients their chances of being off work long-term compared to sudden death. And give them a personalised summary of how long-term sickness could affect their finances. This report shows how income protection could help plug the gap.

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Risk summary report

Your client’s risks.

Open your client’s eyes to the risks they face. It’s not all just about sudden death.

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