Available within SolutionBuilder, this personalised report uses client and mortgage data to generate indicative costs for Income Protection, Critical Illness Cover and Life Insurance to use with clients to get them thinking about protection.
The report provides cover options with indicative costs next to each one. This is not just a generic ‘cover from £10/month’ figure but takes into account the client’s age, smoker status, employment and mortgage details. It is designed for advisers to use with clients and is a quick way to get them thinking about what kind of cover they should have in place, and how real the likelihood is of them being unable to pay their mortgage. The report can be used at any point in the mortgage or protection sales process.
The Risk and Mortgage Protection Report is available to launch from the benefits selection screen within SolutionBuilder. If you don't have access to SolutionBuilder, you can sign up to a demo to see what the tool can do for you.