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More help, 
more support,
more smiles.

Smarter tools, greater access, helpful resources. Discover the power of working with The Exeter. 

Income protection tools for you and your clients

Enhance client satisfaction and increase conversions with tools that help you maximize every opportunity.

Income risk calculator 

Illustrate the impact of income protection by entering some basic details about your client to produce a personalised report that brings to life the costs of illness or injury on their finances.

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Revisiting protection tool

Find the right words with our pre-written paragraphs to better engage with clients and spark meaningful dialogue about income protection and the benefits it brings.

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Did you know?

We can cover lower risk occupations as well as your higher risk clients? 

You can find even more tools to help you highlight the need for income protection in our toolkit, including an approach letter, client guide and a BMI calculator.

You can find even more tools to help you highlight the need for income protection in our toolkit, including an approach letter, client guide and a BMI calculator.

Some surprising extras from The Exeter

Did you know?

Our CPD resources are given a

9.1 out 

of 10 rating

*score based on post-webinar feedback surveys from advisers who joined our webinars in 2024.

by advisers for content quality*

Did you know?

We received

96% adviser

recommendation

**advisers were asked whether they would recommend the research after reading it.

for our Health and 
Financial Fears research**

Did you know?

We offer

direct access

to our award-winning business development team and our experienced underwriters.

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Did you know?

Your clients can feel better faster with free health and wellbeing benefits through our app HealthWise, including unlimited Remote GP appointments for themselves and members of their immediate family.

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HealthWise is provided by Square Health.

Member stories

You can share these stories with your clients.

Meet Harvey

Following a visit to the eye hospital Harvey was referred for consultations and tests culminating in a diagnosis of multiple sclerosis. Watch Harvey’s story here to find out how income protection has helped him and his family.

Meet Marc

When Marc, a self-employed builder, ran to catch a train, he wasn’t expecting to injure himself and have to stop working. Thankfully, the dad of two had income protection with us, meaning he had access to valuable financial support.

Meet Marc's Adviser, Adam

Find out why Adam is so passionate about income protection and ensuring his clients are protected.

It's not just the hardest to place policies The Exeter is amazing at, your income protection proposition hits the mark too!

Donna, Head of Protection, TMG Mortgage Network

Book a briefing

Find out how The Exeter could support you and your clients, book a briefing and one of our friendly team will be in touch!

The Exeter is a trading name of Exeter Friendly Society Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Register number 205309) and is incorporated under the Friendly Societies Act 1992 Register No. 91F with its registered office at Lakeside House, Emperor Way, Exeter, England EX1 3FD.

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Meet Beth

After finding a lump in her breast, Beth booked an assessment with a clinician through her health insurance policy. Following examinations, Beth was unfortunately diagnosed with Stage 4 Breast Cancer. 

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Despite the many challenges she has faced, the treatment and support she has received through her insurance has made a huge difference to Beth and her family.

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