2nd October 2020
The Exeter: Introducing our new “Income first” toolkit
At The Exeter we believe that safeguarding income should be the foundation of every financial protection conversation. That’s why we’re asking you to put your clients’ income first when determining their protection needs.
To support you in your client conversations, we’ve launched our new “income first” toolkit, giving you all the tools and resources, you need to discussincome protection, including:
- An income risk calculator
- Client approach wording
- Reasons why editor
- Objection handling tips
- Client and adviser guides, research, insights and much more.
Join the revolution
Income protection sales grew by 21% year-on-year in 2019*, a giant leap in the right direction, but more needs to be done to protect the incomes of individuals and their families.

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