Within our literature and tools library you'll find a range of tools that can be downloaded to help grow your business with PruProtect. If you need any further help, get in touch with your PruProtect Account Manager or call us on 0800 012 1796.
Brochure for clients explaining business protection in summary
| Order | PRUPS10928 |
|---|---|
| Download now | View |
A customer facing sales aid that highlights how a disability could affect a business
| Order | Not applicable |
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| View | View |
Detailed adviser guide around the topic of business protection
| Order | PRUPT10943 |
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| Download now | View |
Client guide explaining how to effectively provide for business continuation and business succession
| Order | Not applicable |
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| Download now | View |
Application and data capture form for the PruProtect Business Protection Plan
| Order | PRUPF10902 |
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| Download now | View |
Sample text that you can copy and paste into your own client letters
| Order | Not applicable |
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| Download now | View |
Guide outlining the underwriting process for the Business Protection Plan
| Order | Not applicable |
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| Download now | View |
Full product terms and conditions for the PruProtect Business Protection Plan
| Order | PRUPT10913 |
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| Download now | View |
Plan Summary of product terms and conditions for the Business Protection Plan
| Order | PRUPT10929 |
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| Download now | View |
Full product terms and conditions for the PruProtect Plan, which may be suitable for some Business Protection solutions e.g. business continuation and succession for sole traders
| Order | PRUPT10770 |
|---|---|
| Download now | View |
Full product terms and conditions for the Essentials Plan, which may be suitable for some Business Protection solutions e.g. business continuation and succession for sole traders
| Order | PRUPT10771 |
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| Download now | View |
Full Life Cover product terms and conditions for the PruProtect Plan, which may be suitable for some Business Protection solutions e.g. business continuation and succession for sole traders
| Order | PRUPT10772 |
|---|---|
| Download now | View |
Full Life Cover product terms and conditions for the Essentials Plan, which may be suitable for some Business Protection solutions e.g. business continuation and succession for sole traders
| Order | PRUPT10773 |
|---|---|
| Download now | View |
Option agreement wording for the purchase of a business interest on the serious illness or disability of a business owner - choice of single option or cross option
| Order | Not applicable |
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| Download now | View |
Cross option agreement wording for the purchase of a business interest on the death of a business owner
| Order | Not applicable |
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| Download now | View |
Trust wording for use with a PruProtect Business Protection Plan
| Order | Not applicable |
|---|---|
| Download now | View |
This Deed is to appoint new Trustees or to replace or remove existing Trustee(s) under the PruProtect Business Trust
| Order | Not applicable |
|---|---|
| Download now | View |
This Deed is to transfer a PruProtect personal plan or pusiness plan or cash out of the PruProtect Discretionary or Business Trust
| Order | Not applicable |
|---|---|
| Download now | View |
A discretionary trust wording for use by a business owner taking part in a business succession arrangement under which his/her business interest is purchased by the surviving co-owners
| Order | Not applicable |
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| Download now | View |
Guide explaining the use of the PruProtect Spousal By-pass Trust in a business succession arrangement
| Order | Not applicable |
|---|---|
| Download now | View |
Partnership Trust wording for use with a PruProtect Plan where the Plan proceeds are intended to pass to the partnership rather than individual partners
| Order | Not applicable |
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| Download now | View |
Client guide explaining the use of the PruProtect Partnership Trust with PruProtect’s Business Protection Plan
| Order | Not applicable |
|---|---|
| Download now | View |
Adviser guide explaining the use of the PruProtect Partnership Trust with PruProtect’s Business Protection Plan
| Order | Not applicable |
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| Download now | View |
PruProtect’s Discretionary Trust wording for use with a personal PruProtect Plan where used to provide a Business Protection solution e.g. business continuation and succession for sole traders
| Order | Not applicable |
|---|---|
| Download now | View |
This Deed is to appoint the first Trustee(s) where the Discretionary Trust has been used to provide a Business Protection solution e.g. business continuation and succession for sole traders
| Order | Not applicable |
|---|---|
| Download now | View |
A letter which the Settlor can use to guide the Trustees as to his/her wishes for the Trust Fund where the Discretionary Trust has been used to provide a Business Protection solution
| Order | Not applicable |
|---|---|
| Download now | View |
Online tool to quote and apply for business protection products
| Order | Not applicable |
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| Online tool | Open |
Interactive tool that provides you with PruProtect's business protection solutions based on business type, purpose of cover and the person being covered
| Order | Not applicable |
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| Online tool | Open |
Interactive tool that shows how our business protection cover covers members who require cover whilst having a business
| Order | Not applicable |
|---|---|
| Online tool | Open |
Web content explaining how to make a claim
| Order | Not applicable |
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| Online tool | Open |
Business Protection Plan acquisition letter templates that can be used for mail merge campaigns
| Order | Not applicable |
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| Download now | View |
Business Protection Plan acquisition email templates that can be used for email campaigns
| Order | Not applicable |
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| Download now | View |
Sales aid to use when highlighting the benefits of a Relevant Life Policy to clients
| Order | Not applicable |
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| Download now | View |
Client guide explaining Relevant Life Policy and Trust
| Order | Not applicable |
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| Download now | View |
Adviser guide explaining Relevant Life Policy and Trust
| Order | Not applicable |
|---|---|
| Download now | View |
Application and data capture form for PruProtect Relevant Life Policy products
| Order | PRUPF10933 |
|---|---|
| Download now | View |
Sample text that you can copy and paste into your own client letters
| Order | Not applicable |
|---|---|
| Download now | View |
This Discretionary Relevant Life Policy Trust wording is suitable for use only with a PruProtect Relevant Life Policy (RLP)
| Order | Not applicable |
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| Download now | View |
Expression of wishes form for Relevant Life Policy
| Order | Not applicable |
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| Download now | View |
Full product terms and conditions for the Relevant Life Policy Plan
| Order | PRUPT10907 |
|---|---|
| Download now | View |
Summary of product terms and conditions for the Relevant Life Policy Plan
| Order | PRUPT10915 |
|---|---|
| Download now | View |
Online tool to quote and apply for Relevant Life Policy
| Order | Not applicable |
|---|---|
| Online tool | Open |
Interactive tool that provides you with PruProtect's business protection solutions based on business type, purpose of cover and the person being covered
| Order | Not applicable |
|---|---|
| Online tool | Open |
Interactive tool that shows how our relevant life policy cover covers members who require cover whilst having a business
| Order | Not applicable |
|---|---|
| Online tool | Open |
© Prudential Health Services Limited trading as PruProtect. All rights reserved.
PruProtect is a trading name of Prudential Health Services Limited and Prudential is a trading name of Prudential Assurance Company. Registered numbers 05933141 and 00015454 respectively. The Prudential Assurance Company Limited provides and manufactures benefits under the plan. Prudential Health Services Limited distributes and services the product and issues the documentation. Companies registered in England and Wales. Registered offices at Laurence Pountney Hill, London EC4R OHH. Both companies authorised and regulated by the Financial Services Authority.
Neither company is affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America.
