British Friendly launches adviser toolkit 

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
British Friendly launches adviser toolkit 

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

The site offers tools, tips and supporting material to make the advice process easier and better illustrate the importance of income protection.

It includes claims case studies, adviser guides and recommendation reasons as well as infographics and videos.

Nick Telfer, product and marketing director of British Friendly, 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."

Damian O’Connor, principal at 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."

This year has seen several initiatives from British Friendly, including the launch of its discretionary mutual benefits programme and a discretionary bereavement benefit.

emma.hughes@ft.com