Content & tools
Real life stories
How it works
Welcome
Transform your client conversations with content, resources and digital tools – all in one place
Open Toolkit
Whatever stage of the protection journey you’re at, find everything you need in a couple of clicks. Talking about protection isn’t always easy. But having the right tools to hand is. Unlock your full potential. Try theTOOLKIT.
The power of stories can bring protection to life.
Check out our full selection of our stories .
here
Max's story
Sharon's story
Alex's story
Diagnosed deaf from birth, Max’s story can help start the conversation around critical illness for children. His dad Ian wanted to share their story and to offer advice to those thinking about taking out insurance.
Read Max's Story
Read sharon's Story
Read Alex's Story
Healthy one day. Living with prostate cancer the next. Critical illness cover saved John and his family’s life. He was diagnosed with colorectal cancer in June 2017 at the age of 66, and wanted to offer his advice to those thinking about taking out insurance.
Sharon returned to part-time work after suffering a stroke at 42. All made possible by income protection. She never imagined she would need to claim on her insurance.
It’s all in the detail
Packed with info and easy to understand, our sales aids are the perfect way to make sure you’ve got all bases covered – for both you and your clients.
Sales aids this way
Calculator tool
Our income protection tool can be used to calculate the likelihood of your client becoming ill and how quickly savings can run out if they are unable to return to work.
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Whether it’s pre-meeting prep, mid-meeting pitch, or you’re following up after a recommendation.
How far along the protection journey are you?
Check out the other stages of your client’s protection journey.
Your clients are in good hands, but using our ready-made resources in your meetings can make conversations that little bit easier. They’re also ideal for a post-meeting follow-up.
We're in a meeting now
I'm preparing for a meeting
Following up
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Whether you’re sending information to clients before a meeting or simply brushing up on a few final details, our prep material will see you through.
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Stay in touch with your clients so they reap the ongoing rewards of your knowledge and advice.
We see the future in you. Let’s keep the protection conversation going, together.
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Life insurance
For those clients needing a hand with their life insurance – we’ve got the answer. Use our handy resources to guide your client conversations.
Great, you’re preparing for a meeting. What do you need help with?
Income protection
Critical illness
Smart Health
Everything else
Storytelling
Looking for something else?
Check out the other stages of your client's protection journey.
Sales aid – family income benefit
Show your clients the bigger picture and explain the importance of this cover when it comes to families.
Download
Sales aid – instant life insurance
Life insurance has never been easier – bring your client’s up to speed, in just a few minutes.
Calculator – mortgage protection
Show the benefits of financial protection with our savvy tool.
Calculate
Click to visit our literature library for forms, trust documentation, product information and more.
Sales aid – whole of life insurance
Explore whole of life with your clients, highlighting the great ways it can be used with its guaranteed pay-out.
Critical illness isn’t the most upbeat thing to talk about, we get that. But our content is easy to follow from the get-go. Because for us, it’s about helping you remove your client’s worries, not add to them.
Critical illness for customers
Read now
Our customer-friendly pages are ready and waiting for you and your client. Explore critical illness together, and check out our award-winning product.
Insuring our income is often the last thing we think about. Not thinking ahead could be costly. Help your clients live their best lives when things don’t go to plan – with useful tips and guides on income protection.
Sharon’s story
Heading home from work, Sharon had no idea her life would change forever. Learn more about her stroke at the young age of 42 and how her insurance claim was the lifeline she needed.
coming soon
Award-winning Smart Health should be in everyone’s toolkit. It’s the perfect blend of services to manage the family’s health and wellbeing. All for no extra cost.
Our interactive guide lets your clients discover how they can stay fighting fit with Smart Health.
The Smart Health difference
What’s ours is yours. Get some handy tips to help bring protection to life during your client conversations – make sure you’re covering those all important details.
Guide – immediate cover
Rest assured. Your client has access to temporary, like-for-like cover while their application is being assessed.
Naturally, our brains engage more with stories more than it does plain facts and figures. Give your client’s something to think about with our real-life stories – the perfect conversation-starter.
Max was announced profoundly deaf moments after being born. Ian shares his family’s story, to offer advice to those thinking about taking out insurance.
Winston’s Wish
Income protection and critical illness
Alex’s story
John’s story
Steve’s story
Louise’s story
Smart Health mental health
Madalina’s story
Our trio of Winston's Wish stories show how the charity's specialist support really matters. They help children who’ve lost a parent or sibling by listening to their grief, acting when they’re needed and knowing what to say when it’s time to talk.
Alex was diagnosed with colorectal cancer at the age of 66. Here’s his advice to those thinking about taking out life insurance.
John had always been fit and healthy, which is why he didn’t think he’d ever need to claim on his insurance. A diagnosis for prostate cancer quickly changed that. Learn how John’s claim helped him and his family.
Steve wasn’t expecting to undergo a life-saving quadruple bypass, but he did. Read his story to understand how having life insurance in place made all the difference to him and his family.
Smart Health has helped thousands of customers with their mental wellbeing. Read what Louise had to say after her appointments.
Smart Health has helped thousands of customers with their mental wellbeing. Read how Smart Health helped Madalina be her best self.
child critical illness
Kevin’s story
Smart Health online GP
Smart Health has experts on hand, no matter when you need them. Discover how a Smart Health GP helped to save Kevin's life.
You’re in a meeting now, that’s what we like to hear. What can we help you with?
Our trio of Winston's Wish stories show how their specialist support really matters. They’re experts in helping children who’ve lost a parent or sibling. The team listen to their grief, acting when they’re needed and knowing what to say when it’s time to talk.
Sales aid – critical illness
Our award-winning critical illness choices has a lot to offer. Check out its benefits and see for yourself.
Sales aid – income protection
Let your client read the benefits and features of income protection for themselves.
Calculator – income protection
Keep the conversation flowing – show the likelihood of becoming ill and how quickly savings can run out.
Coming Soon
Our interactive guides lets your clients discover how they can stay fighting fit with Smart Health.
Coming soon
What’s ours is yours. Get some tips to help bring protection to life during your client conversations – make sure you’re covering those all important details.
Calculator – business protection
Show your client the importance of their company’s most valuable asset – its people. Give it a go.
open tool
Calculator – legacy gift
A whole of life policy can often be a better option than an investment. Compare the two with seven simple questions.
So it’s time to follow up, fantastic. What do you need help with?
For those clients needing a hand with their life insurance – we’ve got the answer. Use our resources to guide your client conversations.
John had always been fit and healthy, which is why he didn’t think he’d ever need to use his life insurance. A diagnosis for prostate cancer quickly changed that. Learn how John’s claim helped him and his family.
Getting started with the Smart Health GP app couldn’t be easier. Make sure your client joins the 70% of Smart Health users already booking 24/7 GP appointments – our most popular service*. To get started, your client simply needs to download the app to their phone and register ready for when they need it. All they’ll need is their policy number and ID to hand.
The Smart Health app for on demand GP appointments
Smart Health leaflet
Let your client know what Smart Health’s all about – from the services on offer to how to get started.
Smart Health email templates
Remind your clients of the award-winning service they have access to. All at no additional cost.
Smart Health letter templates
Give your clients a gentle nudge to stay healthy with a reminder of Smart Health’s services.
*Teladoc data, November 2021
Learn the impact of childhood bereavement and how Winston’s Wish is there to help.
Guide – help with probate
Our guide to everything there is to know about probate, from what it is to who’s involved.
