Sales Tools and Literature
This section contains a range of documents intended to help you when recommending Income Assured Plus to your clients. As Income Assured Plus has an investment option you will need to be authorised by the Financial Services Authority to give investment advice to your clients on the suitability of this product.
Why not bookmark this page for quick access to all the sales tools and literature you need for Income Assured Plus.
- Letter - Recommend the Benefits
- 5 Steps to a Successful Sale
- Career Break Guide
- Claims Statistics
- Exhibition Leaflet
- Key Features Document
- Posters
- Premium Tables
- Product Guide
- Sales Leaflet
- Tele-Interview Guide
- Top Tips from Underwriting
- Top Tips from Business Processing
- Suitability Letter
- Underwriting Questionnaires
- Amendment Form
- Application Form
- Application for Career Break
- Application to end Career Break
- Identity Verification Certificate
- Memorandum and Rules
- Schedule 2
- Annual Report and Accounts
- Annual Report Financial Highlights
- Career Break Guide
- Claims Statistics
- Membership Guide
- Submitting an Application
- Underwriting Guide
- Request all the documents you need here and we’ll send them to you by post
(All literature will be sent via Royal Mail
second class post)