Client approach hub

Weā€™ve created a suite of email templates for you to make it easy to reach out to new and existing clients without spending hours on each message. The templates can be tailored with your own branding to add that personal touch and make stronger connections.

Protection:

Protection:

Donā€™t let your savings become your insurance, protect the life youā€™ve made.

Protection Email 1 (Docx, 18KB) opens in a new tab

Protection:

Protection:

Can you really afford not to get covered?

Protection Email 2 (Docx, 18KB) opens in a new tab

Protection:

Protection:

If youā€™d do anything for them, do this one thing.

Protection Email 3 (Docx, 18KB) opens in a new tab

Income protection:

Income protection:

What would you say if I told you I could help you ensure you still got a monthly income if you couldnā€™t work?

Income Protection 1 (Docx, 18KB) opens in a new tab

Income protection:

Income protection:

Who would pay the bills if you couldnā€™t?

Income Protection 2 (Docx, 18KB) opens in a new tab

Business protection:

Business protection:

Would your business survive if it lost a key employee as a result of death or a critical illness?

Business Protection 1 (Docx, 18KB) opens in a new tab

Business protection:

Business protection:

How can Business Protection increase employee productivity?

Business Protection 2 (Docx, 18KB) opens in a new tab

Business protection:

Business protection:

Accountant - The benefits of creating professional connections.

Accountant Approach (Docx, 18KB) opens in a new tab

Protection:

Protection:

Solicitor - The benefits of creating professional connections.

Solicitor Approach (Docx, 18KB) opens in a new tab

Scottish Widows Care:

Scottish Widows Care:

Are you taking advantage of the 24/7 access to a GP comes with your Scottish Widows Protect policy?

CiaP Approach (Docx, 18KB) opens in a new tab

Scottish Widows Care:

Scottish Widows Care:

Did you know you have access to free 24/7 medical expertise whenever and wherever you need to access it with your Scottish Widows protect policy?

CiaP Approach 2 (Docx, 18KB) opens in a new tab

Scottish Widows Care:

Scottish Widows Care:

Are you taking advantage of the dedicated personal nurse support which comes with your Scottish Widows Protect policy?

RedArc Approach (Docx, 18KB) opens in a new tab

Scottish Widows Care:

Scottish Widows Care:

Did you know you have access to free emotional and practical nurse support with your Scottish Widows protect policy?

RedArc Approach 2 (Docx, 18KB) opens in a new tab