Risk Report
Tailor the message to your clients
Life insurance can be easier to sell than income protection or critical illness cover. Our risk report can 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.
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.
