British Friendly launches adviser toolkit

Michael Lloyd

November 22, 2017

British Friendly has launched an online adviser toolkit to help advisers with their income protection sales.

The site offers tools, tips and supporting material including claims case studies, adviser guides and recommendation reasons as well as infographics and videos.

Damian O’Connor at independent adviser firm Roxburgh Financial Management, said: “Income protection is not as widely sold as it should be.

“For many advisers it may be an afterthought and so increasing the availability of easy to use sales aids and online tools is helpful to a lot of advisers, especially those who are not experienced at selling income protection. It is one of the most important financial products a person can buy during their working life.”

British Friendly is also running a feedback survey until December 15 to encourage adviser feedback. All advisers who complete it are entered into a prize draw to win a Fitbit Alta HR and British Friendly will award the adviser with the best improvement suggestion with a Garmin 55 Dash Cam in time for Christmas.

Nick Telfer, product and marketing director, said: “One of our core principles is to be easy to do business with and the adviser toolkit is one of the ways we’re upholding this principle, by further supporting advisers in the sale of income protection. We also listen to their feedback and our survey shows that we value advisers’ input and we listen to and act on what they tell us they need.”

This year, British Friendly has launched its discretionary mutual benefits programme, a new discretionary bereavement benefit and recruiting many staff.

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