Personal Protection
Last updated 29 April 2026
A 10-minute box set covering the three pillars of personal protection — life insurance, critical illness cover and income protection — and the risks each is designed to address.
What's covered
| Chapter | Description |
|---|---|
| An introduction to Personal Protection (3 mins) | An overview of life insurance, critical illness cover and income protection, with prompts to think about getting the right cover in place and reviewing existing arrangements. |
| Life Insurance (3 mins) | How life insurance works in more detail, including level and term of cover, joint life policies, wills, trusts and the value of advice. |
| Critical Illness (2 mins) | How critical illness cover works, the difference funds at a difficult time can make, and considerations around level, breadth and term. |
| Income Protection (2 mins) | How income protection addresses any shortfall in income if a client is unable to work, plus breadth, length of cover and reviewing existing arrangements. |
Total runtime: 10 minutes.
Who it's for
Clients taking out or reviewing personal protection policies, and prospects you want to start a protection conversation with.