Literature ordering

Simply make your selection below and complete the delivery address details on page 2. If we receive your order before 1pm we'll send your literature out the same day. To view a larger image of each item, simply click once on the image. Bookmark this page

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New campaign literaturetoggle

NEW
Welcome to Mortgage Street pack

Welcome to Mortgage Street pack

This pack holds adviser and consumer booklets, sales aids and leaflets.

PC1714A.0810

how many?

Business protectiontoggle

Business protection product literature

Business Protection Menu application form

Business Protection Menu application form

You can use this form to apply for our Business Protection Menu plan.

PC1149C.0810

how many?
Business Protection Menu form for multiple applications

Business Protection Menu form for multiple applications

You should complete this form when submitting multiple business protection applications. This will help us to identify linked business applications and underwrite the business as a whole.

PC1153C.0607

how many?
Key facts of the Business Protection Menu

Key facts of the Business Protection Menu

This booklet summarises our Business Protection Menu and the covers and options available.

PC1177C.0410

how many?
Plan details for the Business Protection Menu

Plan details for the Business Protection Menu

This booklet gives you all the information you need about our Business Protection Menu and the covers available. It also provides important details about keeping payments up to date, making changes to the plan and making a claim.

PC1178C.0410

how many?
Business Protection Menu financial questionnaire

Business Protection Menu financial questionnaire

This questionnaire should be completed for business protection applications where financial underwriting limits need this.

PC1145C.0710

how many?
Business protection trust form - England, Wales and Northern Ireland

Business protection trust form - England, Wales and Northern Ireland

The Business trust is specially designed to be used in shareholder or partnership protection arrangements. You should use this form if your clients live in England, Wales or Northern Ireland, and the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC1172C.0110

how many?
Bright Grey Business trust form (Scotland)

Bright Grey Business trust form (Scotland)

The Business trust is specially designed to be used in shareholder or partnership protection arrangements. You should use this form if your clients live in Scotland, and the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC1173C.0810

how many?
NEW
Relevant life policy trust and nomination form

Relevant life policy trust and nomination form

The Relevant Life Policy Trust and Nomination forms have been specifically designed where an employer wishes to provide life cover for an employee outside of a registered group scheme (a relevant life policy). You should use the forms if the business is based in England, Wales, Northern Ireland or Scotland, the plan is owned by the employer on the life of an employee and the plan is to provide benefits to the employee's dependants in the event of his or her death. The employer completes Part 1 Relevant Life

PC1599C.0410

how many?

Business protection promotional literature

Business Protection pack

Business Protection pack

This pack contains 5 business protection booklets in a plastic branded folder, which will give you and your clients information and support on our business protection product.

PC1219A.0108

how many?
Make the right choice for business protection - getting to know us brochure

Make the right choice for business protection - getting to know us brochure

This document shows you that business protection doesn't need to be complicated and we have the knowledge and expertise to support you when you need it.

PC1176A.0108

how many?
Our guide to business protection

Our guide to business protection

This guide provides useful information on how to calculate and set up cover, to providing sample letter text for the taxman. This step-by-step guide will help you protect your clients business.

PC1171A.0209

how many?
Key person protection brochure

Key person protection brochure

Often the success of a business is dependent on one or two key people, but the importance of these people can often be overlooked. This brochure highlights the benefits of taking out insurance to protect key people in business.

PC1167C.0609

how many?
Ownership protection brochure

Ownership protection brochure

This brochure helps you to highlight to your clients, the importance of taking out insurance to help reduce the financial impact if a partner or shareholder were to suffer a critical illness or die.

PC1168C.0609

how many?
Loan protection brochure

Loan protection brochure

Your business is expanding and you may have to borrow to realise your future plans. But what if someone key to your business were to suffer a critical illness? This brochure explains what covers are available in our Business Protection Menu.

PC1169C.0609

how many?
The bypass trust for business property guide

The bypass trust for business property guide

This guide explains the benefits of putting your client's share of the business into a bypass trust through their will. It also gives example wording that can be used in their will.

PC1244A.0308

how many?
The benefits of relevant life policies booklet

The benefits of relevant life policies booklet

This guide explains the benefits of taking out a stand-alone single life policy on the life of an employee, and gives details about the legislation that governs relevant life policies.

PC1383A.1109

how many?

Business protection sales aids

The tax advantages of a relevant life policy

The tax advantages of a relevant life policy

This sales aid gives an example of the effects of taxation on the true cost of providing the same net payment for an ordinary life policy taken out by the employee, compared to a relevant life policy taken out by their employer.

PC1572C.1109

how many?
Bright Grey's key person protection gives your client more sales aid

Bright Grey's key person protection gives your client more sales aid

This sales aid gives full details of the practical support provided by Working Transitions as part of Helping Hand for businesses.

PC1387A.0909

how many?
Does your client need death in service benefits without a group life scheme?

Does your client need death in service benefits without a group life scheme?

This sales aid tells you how to use a relevant life policy to provide a death in service benefit for an individual without the need to set up a registered group scheme, for your business clients.

PC1389A.1108

how many?
Let the taxman help pay for your life assurance sales aid

Let the taxman help pay for your life assurance sales aid

This sales aid highlights the benefits your client could receive from the taxman around life assurance

PC1553C.1009

how many?

Case studiestoggle

Case studies pack

Case studies sales aids pack

Case studies sales aids pack

This pack contains 6 sales aids tell 6 different stories about being a Bright Grey plan holder - Karen's story, Howard's story, Laura's story, Jo's story, Gill's story and Carla's story.

PC1494C.0709

how many?

Case study individual leaflets

I would recommend Bright Grey to anyone - Carla's case study sales aid

I would recommend Bright Grey to anyone - Carla's case study sales aid

This case study tells the moving story of Carla, who claimed on her husband's Life Cover plan. She says the payout was a 'life saver'. This sales aid also includes details about our recent claims statistics.

PC1615C.0410

how many?
Helping Hand case study - Karen Robertson

Helping Hand case study - Karen Robertson

Karen's story describes the service she received from RED ARC as part of Helping Hand, which allowed her to recover far more quickly than she would have done had she not had access to the service.

PC1437C.0409

how many?
Why Jo bought Income Cover for Sickness sales aid

Why Jo bought Income Cover for Sickness sales aid

This sales aid shows how easy it is to add an additional cover to your plan, and describes the extra practical support available from HCML to help Income Cover for Sickness plan owners get back to work.

PC1481C.0709

how many?
When I look at my son, I can't believe I nearly didn't buy protection

When I look at my son, I can't believe I nearly didn't buy protection

Single-mother Gill thought it would never happen to her and almost decided against buying her plan. Fortunately she added a little bit of CIC and claimed 6 months later. This sales aid tells her story.

PC1528C.0909

how many?

Claimstoggle

Sales aids

NEW
Bright Grey paid 95% of critical illness claims made in the first half of 2010 sales aid

Bright Grey paid 95% of critical illness claims made in the first half of 2010 sales aid

This sales aid shows Bright Grey's best ever critical illness claims stats for the first 6 months of 2010.

PC1609A.0810

how many?
NEW
Bright Grey paid 98% of life claims made in the first 6 months of 2010 sales aid

Bright Grey paid 98% of life claims made in the first 6 months of 2010 sales aid

This sales aid shows Bright Grey's best ever life claims stats for the first 6 months of 2010.

PC1608A.0810

how many?
Our 2009 claims figures are our strongest yet leaflet

Our 2009 claims figures are our strongest yet leaflet

We know how important it is that you choose a provider with a good claims history - this piece gives a detailed breakdown of our most recent claims statistics and a case study on Carla Apruzzese, who claimed on her husband's Life Cover plan.

PC1607A.0210

how many?

Critical illnesstoggle

Promotional booklets

Do I really need critical illness cover?

Do I really need critical illness cover?

Rather than the usual '1 in 3' shock-tactic statistics that we often see, this booklet concentrates on survival. It highlights the fact that everyone needs to protect themselves against the financial impact of surviving a critical illness

PC1524C.0909

how many?
Tell me more about the illnesses you cover

Tell me more about the illnesses you cover

This booklet gives your clients a list of the critical illnesses we cover and a clear and simple definition for each.

PC1438C.0509

how many?

Sales aids

When I look at my son, I can't believe I nearly didn't buy protection

When I look at my son, I can't believe I nearly didn't buy protection

Single-mother Gill thought it would never happen to her and almost decided against buying her plan. Fortunately she added a little bit of CIC and claimed 6 months later. This sales aid tells her story.

PC1528C.0909

how many?
NEW
Bright Grey pays 90% of critical illness claims

Bright Grey pays 90% of critical illness claims

We've published our claims statistics for the first half of 2009, and we've also highlighted key information in this sales aid about the value your clients will get when you recommend CIC from Bright Grey.

PC1439A.0909

how many?
A little bit of critical illness cover is better than none at all

A little bit of critical illness cover is better than none at all

One of the most common objections to buying critical illness cover is cost. This sales aid shows that by using our flexible menu you can add a little bit of CIC to your client's plan to meet their budget. After all, a little bt of CIC is better than none at all.

PC1548A.0909

how many?
NEW
10 good reasons to recommend Bright Grey for critical illness cover

10 good reasons to recommend Bright Grey for critical illness cover

Why should you choose our CIC product before anyone else's? This sales aid gives you 10 good reasons why we offer the best value critical illness protection cover available in the market.

PC1476A.0909

how many?

Posters

Critical illness poster - beer and pizza (A2)

Critical illness poster - beer and pizza (A2)

We know there is always something more exciting to spend our money on, but this A2 poster shows how your clients could afford critical illness cover.

PC1554A.1009

how many?

Helping Handtoggle

DVD

Helping Hand - consumer DVD

Helping Hand - consumer DVD

Bright Grey plan owner Howard Tighe tells his story, in his words, on this DVD version of our interview. Howard made a claim on his plan in July 2004. You might want to pass this onto your clients.

PC0774C.0406

how many?

Sales aids

Helping Hand case study - Karen Robertson

Helping Hand case study - Karen Robertson

Karen's story describes the service she received from RED ARC as part of Helping Hand, which allowed her to recover far more quickly than she would have done had she not had access to the service.

PC1437C.0409

how many?

Let's get down to businesstoggle

Let's get down to business

Let's get down to business

This booklet gives you an introduction to Bright Grey. It shows you how to tailor our protection menu to suit your clients' needs and budget. And gives you ideas to help you grow your protection business.

PC1401A.0610

how many?

Little books of protectiontoggle

Little books pack

Little book of protection - all 7

Little book of protection - all 7

Set of all 7 "little books of protection".

PC1511C.0809

how many?

Individual books

Little book of protection - stopping smoking

Little book of protection - stopping smoking

You can use this little book of protection for your clients to give useful tips on how to stop smoking.

PC078C.0609

how many?
Little book of protection - body weight

Little book of protection - body weight

You can use this little book of protection for your clients to help with body weight issues.

PC079C.0609

how many?
Little book of protection - cholesterol

Little book of protection - cholesterol

This little book of protection will give your client information such as cholesterol levels and how to control them.

PC080C.0609

how many?
Little book of protection - stress/relaxation

Little book of protection - stress/relaxation

This little book of protection will give your client tips on how to deal with stress and handy relaxation ideas.

PC081C.0609

how many?
Little book of protection - exercise/fitness

Little book of protection - exercise/fitness

This little book of protection will give your client exercise and fitness tips.

PC082C.0609

how many?
Little book of protection - blood pressure

Little book of protection - blood pressure

This little book of protection will give your client useful blood pressure information.

PC083C.0609

how many?
Little book of protection: Eating your 5 a day

Little book of protection: Eating your 5 a day

We all know that eating more fruit and veg is good for our health, but it's sometimes easier said than done. This little book of protection gives your clients tips on how to get into the habit of eating 5 a day.

PC1490C.0709

how many?

Life stagestoggle

Life stages toolkit

NEW
Life stages toolkit (guide, booklets and sales aids)

Life stages toolkit (guide, booklets and sales aids)

This pack holds the guide, booklets and sales aids, for adviser and clients at each of their life stages.

PC1638A.0410

how many?

Life stages guide

NEW
Life stages guide - A sales tool for every stage of life

Life stages guide - A sales tool for every stage of life

We've designed this handy little guide to show you how you can use our menu-based plan to give your clients the protection they need. We've provided 4 detailed case studies for clients who might be single, in a couple, part of a family, or divorced to sho

PC1583A.0410

how many?

Life stages sales aid pack

NEW
Life stages sales aid pack

Life stages sales aid pack

This pack includes all 4 sales aids, 'Protect your debt for a little bit extra', '63p a month to protect your debt?', 'Would you spend £6 a month to protect your children's education?' and 'Would you spend £10 a month to protect your maintenance payments?'

PC1639C.0410

how many?

Life stages booklets

Protection for every stage of life toolkit

Protection for every stage of life toolkit

This gatefold leaflet will give you an introduction to Bright Grey life stages.

PC1656A.0510

how many?
NEW
Life stages booklet - Do I really need protection? (singles)

Life stages booklet - Do I really need protection? (singles)

This unbranded brochure tackles the most common objections single clients have to buying protection - 'I'm too young', 'It'll never happen to me', and 'I can't afford it' - to make it easier for you to convince them that they need protection. We include a sales aid at the back that explains the affordability of debt protection.

PC1587C.0410

how many?
NEW
Life stages booklet - Do we really need protection? (couples)

Life stages booklet - Do we really need protection? (couples)

We've produced this unbranded brochure for coupes to show them how protection could help if anything happened to them. It tackles the most common objections to buying protection and how little the state would provide in their time of need. It includes a sales aid on protecting their debts as well as their mortgage at the back.

PC1589C.0410

how many?
NEW
Life stages booklet - Does our family need protection?

Life stages booklet - Does our family need protection?

This unbranded brochure shows how important protection is for people with children, and that it could be more affordable than they think. We include a sales aid at the back that shows how adding some family income benefit to their plan could protect their children's education.

PC1588C.0410

how many?
NEW
Life stages booklet - Do I need protection? (divorcees)

Life stages booklet - Do I need protection? (divorcees)

We've written this unbranded brochure for divorcees to show that whatever life throws at them, protection can make it easier. We include a sales aid at the back that shows that for a little extra each month, they could protect their maintenance payments too.

PC1590C.0410

how many?

Life stages indiviudal items

NEW
Life stages booklet - Do I really need protection? (singles)

Life stages booklet - Do I really need protection? (singles)

This unbranded brochure tackles the most common objections single clients have to buying protection - 'I'm too young', 'It'll never happen to me', and 'I can't afford it' - to make it easier for you to convince them that they need protection. We include a sales aid at the back that explains the affordability of debt protection.

PC1587C.0410

how many?
NEW
Life stages booklet - Do we really need protection? (couples)

Life stages booklet - Do we really need protection? (couples)

We've produced this unbranded brochure for coupes to show them how protection could help if anything happened to them. It tackles the most common objections to buying protection and how little the state would provide in their time of need. It includes a sales aid on protecting their debts as well as their mortgage at the back.

PC1589C.0410

how many?
NEW
Life stages booklet - Does our family need protection?

Life stages booklet - Does our family need protection?

This unbranded brochure shows how important protection is for people with children, and that it could be more affordable than they think. We include a sales aid at the back that shows how adding some family income benefit to their plan could protect their children's education.

PC1588C.0410

how many?
NEW
Life stages booklet - Do I need protection? (divorcees)

Life stages booklet - Do I need protection? (divorcees)

We've written this unbranded brochure for divorcees to show that whatever life throws at them, protection can make it easier. We include a sales aid at the back that shows that for a little extra each month, they could protect their maintenance payments too.

PC1590C.0410

how many?
NEW
Life stages sales aid - Protect your debt for a little bit extra (singles)

Life stages sales aid - Protect your debt for a little bit extra (singles)

This unbranded sales aid shows your single clients that for less than a couple of pounds a month you could help them protect their debts as well as their mortgage.

PC1591C.0410

how many?
NEW
Life stages sales aid - 63p a month to protect your debt? (couples)

Life stages sales aid - 63p a month to protect your debt? (couples)

Use this unbranded sales aid when you're selling protection to couples to show that you could add debt protection to their plan for just 63p a month.

PC1592C.0410

how many?
NEW
Life stages sales aid - Would you spend £6 a month to protect your children's education? (family)

Life stages sales aid - Would you spend £6 a month to protect your children's education? (family)

This unbranded sales aid shows your clients how affordable it could be to add some family income benefit to their plan to cover their children's education.

PC1593C.0410

how many?
NEW
Life stages sales aid - Would you spend £10 a month to protect your maintenance payments? (divorcees)

Life stages sales aid - Would you spend £10 a month to protect your maintenance payments? (divorcees)

Use this unbranded sales aid to show your divorced clients that for £10 a month you could add some family income benefit to their plan to cover their child maintenance payments

PC1594C.0410

how many?
NEW
Life stages A2 poster - Could it really cost just 63p a month to protect my debt?

Life stages A2 poster - Could it really cost just 63p a month to protect my debt?

Why not brighten up your office with this eye-catching poster that shows just how affordable it could be to protect your client's debt?

PC1618A.0410

how many?
NEW
Life stages A2 poster - I'd only get £79.15 a week? My family can't live on that.

Life stages A2 poster - I'd only get £79.15 a week? My family can't live on that.

Add this colourful poster to your walls to show how difficult it could be for your clients to cover their weekly outgoings if they became ill and had to rely on the state for support.

PC1617A.0410

how many?
NEW
Life stages A2 poster - Have you seen the cost of vet bills these days?

Life stages A2 poster - Have you seen the cost of vet bills these days?

Are your clients' pets better insured than them? This poster shows your clients that insuring themselves could actually cost less than insuring their little furry friends.

PC1616A.0410

how many?

Mortgagetoggle

NEW
Are the most valuable things in your home unprotected? booklet

Are the most valuable things in your home unprotected? booklet

This booklet is aimed at existing home owners who might be moving home, remortgaging, or downsizing after a divorce, to show them how the right protection plan can cover all their needs.

PC1661C.0710

how many?
NEW
Don't leave your buy-to-let investor unprotected sales aid

Don't leave your buy-to-let investor unprotected sales aid

Aimed at first-time buyers, this booklet will help you convince your clients that they need to protect more than just their home.

PC1667A.0610

how many?
NEW
I'd rather buy new curtains than think about life cover - A2 poster

I'd rather buy new curtains than think about life cover - A2 poster

This eye-catching A2 poster shows your clients why life cover should be higher up on their list of priorities.

PC1699A.0710

how many?
NEW
I'd rather buy new curtains than think about life cover - A4 poster

I'd rather buy new curtains than think about life cover - A4 poster

This eye-catching A4 poster shows your clients why life cover should be higher up on their list of priorities.

PC1711A.0710

how many?
NEW
Is protecting your client's mortgage enough? sales aid

Is protecting your client's mortgage enough? sales aid

This sales aid shows how you can make sure your clients protect their home, and have enough money to live in it, by recommending family income benefit.

PC1668A.0610

how many?
NEW
It's time to protect more than just your property booklet

It's time to protect more than just your property booklet

Aimed at first-time buyers, this booklet will help you convince your clients that they need to protect more than just their home.

PC1660C.0710

how many?
NEW
Protect the value of your buy-to-let investment leaflet

Protect the value of your buy-to-let investment leaflet

This sales aid is aimed at your buy-to-let clients to show them how having a little protection can prevent their families from losing out financially if the worst happens.

PC1700C.0810

how many?
NEW
Turn the mortgage sale into a protection opportunity booklet

Turn the mortgage sale into a protection opportunity booklet

This guide will give you everything you need to help you turn each mortgage opportunity into a protection sale.

PC1659A.0710

how many?
NEW
Welcome to Mortgage Street pack

Welcome to Mortgage Street pack

This pack holds adviser and consumer booklets, sales aids and leaflets.

PC1714A.0810

how many?

Posterstoggle

Critical illness

Critical illness poster - beer and pizza (A2)

Critical illness poster - beer and pizza (A2)

We know there is always something more exciting to spend our money on, but this A2 poster shows how your clients could afford critical illness cover.

PC1554A.1009

how many?

General

NEW
I'd rather buy new curtains than think about life cover - A2 poster

I'd rather buy new curtains than think about life cover - A2 poster

This eye-catching A2 poster shows your clients why life cover should be higher up on their list of priorities.

PC1699A.0710

how many?
NEW
I'd rather buy new curtains than think about life cover - A4 poster

I'd rather buy new curtains than think about life cover - A4 poster

This eye-catching A4 poster shows your clients why life cover should be higher up on their list of priorities.

PC1711A.0710

how many?
My insurance was cheaper because I am young - A2 poster

My insurance was cheaper because I am young - A2 poster

Display this poster on your walls to show your clients that they're never too young to buy insurance - in fact the younger they are, the cheaper it will be.

PC1601A.0210

how many?
Treating customers fairly A2 poster

Treating customers fairly A2 poster

Display this poster on your walls to show your clients that treating them fairly is a top priority.

PC1613C.0510 A2

how many?

Life stages

I'm not old enough to get a serious illness - A2 poster

I'm not old enough to get a serious illness - A2 poster

Do your clients tell you they don't need insurance because they're too young? This poster shows that last year 44% of our claimants were under 40 - and that therefore serious illness can happen at any time.

PC1600A.0210

how many?
NEW
Life stages A2 poster - Could it really cost just 63p a month to protect my debt?

Life stages A2 poster - Could it really cost just 63p a month to protect my debt?

Why not brighten up your office with this eye-catching poster that shows just how affordable it could be to protect your client's debt?

PC1618A.0410

how many?
NEW
Life stages A2 poster - Have you seen the cost of vet bills these days?

Life stages A2 poster - Have you seen the cost of vet bills these days?

Are your clients' pets better insured than them? This poster shows your clients that insuring themselves could actually cost less than insuring their little furry friends.

PC1616A.0410

how many?
NEW
Life stages A2 poster - I'd only get £79.15 a week? My family can't live on that.

Life stages A2 poster - I'd only get £79.15 a week? My family can't live on that.

Add this colourful poster to your walls to show how difficult it could be for your clients to cover their weekly outgoings if they became ill and had to rely on the state for support.

PC1617A.0410

how many?

Pre-sale consumer packtoggle

Full pack

Pre-sale consumer pack (folder and 2 booklets)

Pre-sale consumer pack (folder and 2 booklets)

The pack contains 2 booklets within a folder and can be given to clients before the sale. The booklets explain why clients should buy protection from Bright Grey, and show how our Personal Protection Menu works.

PC1483C.0609

how many?

Individual items

Pre-sale consumer pack - Why should I choose Bright Grey booklet

Pre-sale consumer pack - Why should I choose Bright Grey booklet

This guide explains the benefits of a Bright Grey plan, including details of our Helping Hand service.

PC1445C.0610

how many?
Pre-sale consumer pack - what do I need to know about your protection plans booklet

Pre-sale consumer pack - what do I need to know about your protection plans booklet

A clear and simple explanation of all the covers and options available from Bright Grey.

PC1446C.0210

how many?
Pre-sale consumer pack - why do I need protection booklet

Pre-sale consumer pack - why do I need protection booklet

This booklet is unbranded so that advisers can use it independently. It shows why it's important to buy protection and includes a slot on the back cover for advisers to insert their own business card.

PC1447C.0210

how many?

Product literaturetoggle

Application forms

Business Protection Menu application form

Business Protection Menu application form

You can use this form to apply for our Business Protection Menu plan.

PC1149C.0810

how many?
Personal Protection Menu application form

Personal Protection Menu application form

You can use this form to apply for our Personal Protection Menu plan.

PC020C.0810

how many?

Cross option agreement

Cross option agreement

Cross option agreement

This draft agreement deals with the purchase from a critically ill or deceased shareholder or partner of their share of the business by the other shareholders or partners (the owners)

PC0941C.0108

how many?

Data capture forms

Data capture form

Data capture form

Use this form to capture the information you will need from your client to use our online interactive quote and apply system.

PC1195C.0810

how many?
Data capture form for telephone application

Data capture form for telephone application

Use this shortened form to capture the information you will need from your client to use our online telephone application service.

PC1303C.0310

how many?
Test data capture form - pilot

Test data capture form - pilot

N/a

PC1663C.0710

how many?
Test consumer brochure - pilot

Test consumer brochure - pilot

N/a

PC1702C.0710

how many?

Key facts

Key facts of the Personal Protection Menu

Key facts of the Personal Protection Menu

This booklet summarises our Personal Protection Menu plan and the covers and options available.

PC0248C.0410

how many?
Key facts of the Business Protection Menu

Key facts of the Business Protection Menu

This booklet summarises our Business Protection Menu and the covers and options available.

PC1177C.0410

how many?
Key facts of the Lifestyle Protection plan

Key facts of the Lifestyle Protection plan

This booklet summarises our Lifestyle Protection plan and the covers and options available.

PC1409C.0410

how many?

Plan details

Plan details for the Personal Protection Menu

Plan details for the Personal Protection Menu

This booklet gives you all the information you need about our Personal Protection Menu plan and the covers available. It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PC021C.0410

how many?
Plan details for the Business Protection Menu

Plan details for the Business Protection Menu

This booklet gives you all the information you need about our Business Protection Menu and the covers available. It also provides important details about keeping payments up to date, making changes to the plan and making a claim.

PC1178C.0410

how many?
Plan details for the Lifestyle Protection plan

Plan details for the Lifestyle Protection plan

This booklet gives you all the information you need about our Lifestyle Protection plan and the covers available. It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PC1408C.0410

how many?

Sales aids for adviserstoggle

Business protection

The tax advantages of a relevant life policy

The tax advantages of a relevant life policy

This sales aid gives an example of the effects of taxation on the true cost of providing the same net payment for an ordinary life policy taken out by the employee, compared to a relevant life policy taken out by their employer.

PC1572C.1109

how many?
Bright Grey's key person protection gives your client more sales aid

Bright Grey's key person protection gives your client more sales aid

This sales aid gives full details of the practical support provided by Working Transitions as part of Helping Hand for businesses.

PC1387A.0909

how many?
Does your client need death in service benefits without a group life scheme?

Does your client need death in service benefits without a group life scheme?

This sales aid tells you how to use a relevant life policy to provide a death in service benefit for an individual without the need to set up a registered group scheme, for your business clients.

PC1389A.1108

how many?

Claims

Our 2009 claims figures are our strongest yet leaflet

Our 2009 claims figures are our strongest yet leaflet

We know how important it is that you choose a provider with a good claims history - this piece gives a detailed breakdown of our most recent claims statistics and a case study on Carla Apruzzese, who claimed on her husband's Life Cover plan.

PC1607A.0210

how many?
NEW
Bright Grey paid 98% of life claims made in the first 6 months of 2010 sales aid

Bright Grey paid 98% of life claims made in the first 6 months of 2010 sales aid

This sales aid shows Bright Grey's best ever life claims stats for the first 6 months of 2010.

PC1608A.0810

how many?
NEW
Bright Grey paid 95% of critical illness claims made in the first half of 2010 sales aid

Bright Grey paid 95% of critical illness claims made in the first half of 2010 sales aid

This sales aid shows Bright Grey's best ever critical illness claims stats for the first 6 months of 2010.

PC1609A.0810

how many?

Critical illness

A little bit of critical illness cover is better than none at all

A little bit of critical illness cover is better than none at all

One of the most common objections to buying critical illness cover is cost. This sales aid shows that by using our flexible menu you can add a little bit of CIC to your client's plan to meet their budget. After all, a little bt of CIC is better than none at all.

PC1548A.0909

how many?
NEW
10 good reasons to recommend Bright Grey for critical illness cover

10 good reasons to recommend Bright Grey for critical illness cover

Why should you choose our CIC product before anyone else's? This sales aid gives you 10 good reasons why we offer the best value critical illness protection cover available in the market.

PC1476A.0909

how many?

General

Choosing a level cover isn't always the best option

Choosing a level cover isn't always the best option

This sales aid shows Bright Grey's options for increasing and decreasing cover.

PC1606A.0610

how many?
NEW
Here's how to add some family income benefit to your client's plan

Here's how to add some family income benefit to your client's plan

Use this sales aid to show your client's the benefits of adding family income benefit to their plan.

PC1161A.0610

how many?
Protect more than the breadwinner with family income benefit sales aid

Protect more than the breadwinner with family income benefit sales aid

Use this sales aid to explain to your clients that adding family income benefit to their plan can help.

PC1127A.0510

how many?
All life covers are the same aren't they - sales aid

All life covers are the same aren't they - sales aid

We have created this sales aid to show your clients that not all life covers are the same. If you lose someone you love, a financial payout isn't the only help you'll need. Our Helping Hand service can provide valuable help and support when it's needed most.

PC1364A.1008

how many?
NEW
Your advice can help protect your clients maintenance payments sales aid

Your advice can help protect your clients maintenance payments sales aid

Many couples won't have thought about what would happen to their childrens' maintenance payments if the worst were to happen. Family Income Benefit offers a cost-effective solution. This sales aid explains how.

PC1160A.0210

how many?

Sales aids for use with clientstoggle

Business protection

Could your business be left paying the price of unprotected success sales aid

Could your business be left paying the price of unprotected success sales aid

This sales aid highlights, through a real-life example, the importance of a business protection plan.

PC1508C.0809

how many?
Let the taxman help pay for your life assurance sales aid

Let the taxman help pay for your life assurance sales aid

This sales aid highlights the benefits your client could receive from the taxman around life assurance

PC1553C.1009

how many?

Claims

I would recommend Bright Grey to anyone - Carla's case study sales aid

I would recommend Bright Grey to anyone - Carla's case study sales aid

This case study tells the moving story of Carla, who claimed on her husband's Life Cover plan. She says the payout was a 'life saver'. This sales aid also includes details about our recent claims statistics.

PC1615C.0410

how many?

Critical illness

When I look at my son, I can't believe I nearly didn't buy protection

When I look at my son, I can't believe I nearly didn't buy protection

Single-mother Gill thought it would never happen to her and almost decided against buying her plan. Fortunately she added a little bit of CIC and claimed 6 months later. This sales aid tells her story.

PC1528C.0909

how many?

General

NEW
Protection? I can't afford it, life costs enough sales aid pad

Protection? I can't afford it, life costs enough sales aid pad

You can use this interactive sales aid - which comes as an A4 desk pad - with your clients to show them how they can afford protection - for little more than the price of few occasional treats.

PC1472C.0809

how many?
NEW
I don't need protection, I'm young and healthy sales aid

I don't need protection, I'm young and healthy sales aid

This unbranded sales aid gives real-life examples of recent claimants to show your clients that unfortunately age is no barrier to serious illness - it really can happen to anyone.

PC1474C.0809

how many?
Why Jo bought Income Cover for Sickness sales aid

Why Jo bought Income Cover for Sickness sales aid

This sales aid shows how easy it is to add an additional cover to your plan, and describes the extra practical support available from HCML to help Income Cover for Sickness plan owners get back to work.

PC1481C.0709

how many?
Protection? I already have insurance. I don't need anymore!

Protection? I already have insurance. I don't need anymore!

Your client might insure their mobile, their boiler and even their pet. But what about them? This unbranded sales aid - which comes as an A4 tear-off desk pad - puts the cost and value of personal protection into perspective.

PC1547C.0909

how many?

Helping Hand

Helping Hand case study - Karen Robertson

Helping Hand case study - Karen Robertson

Karen's story describes the service she received from RED ARC as part of Helping Hand, which allowed her to recover far more quickly than she would have done had she not had access to the service.

PC1437C.0409

how many?

Stationerytoggle

Envelopes

Standard business reply envelope - BREG3

Standard business reply envelope - BREG3

This is our standard business reply envelope with Bright Grey address printed on it.

BREG3

how many?

Treating customers fairlytoggle

NEW
Treating customers fairly booklet

Treating customers fairly booklet

TCF has always been at the heart of everything we do at Bright Grey. This guide demonstrates where and how our TCF principles match the FSA's requirements.

PC1582C.0110

how many?

Truststoggle

Trust toolkit pack

Trust toolkit pack

Trust toolkit pack

The Trust Toolkit shows you all the benefits of trusts, from putting your clients' plans in trust to completing the right form. We've also included approach and re-approach letters, consumer leaflets and guides for you and your clients.

PC1423A.0209

how many?

Trust forms

NEW
Bright Grey split trust +30 form - England, Wales and Northern Ireland

Bright Grey split trust +30 form - England, Wales and Northern Ireland

The +30 forms include an extra clause which makes them more suitable for jointly owned plans where the clients want the gifted benefits to be paid to the survivor if one of them dies.

PC0251C.0810

how many?
Bright Grey split trust +30 - Scotland

Bright Grey split trust +30 - Scotland

The +30 forms include an extra clause which makes them more suitable for jointly owned plans where the clients want the gifted benefits to be paid to the survivor if one of them dies. You should use this form if your clients live in Scotland and the plan is owned jointly by 2 people and they do want the survivor of them to be able to receive the gifted benefits if one of them dies.

PC0317C.0810

how many?
NEW
Bright Grey split trust form- England, Wales and Northern Ireland

Bright Grey split trust form- England, Wales and Northern Ireland

You should use this form if your clients live in England, Wales or Northern Ireland, and if the plan is owned by one person only, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC040C.0810

how many?
Bright Grey split trust - Scotland

Bright Grey split trust - Scotland

You should use this form if your clients live in Scotland and if the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC047C.0810

how many?

Trust guides

Our guide to being a trustee

Our guide to being a trustee

We've created this guide for you to pass to new trustees to make sure they fully understand their role in the trust.

PC1579A.0210

how many?
Our guide to trusts

Our guide to trusts

This guide goes into detail about trusts, how to use them and which form you should use when. It also has a section on how to complete our trust forms, and includes an appendix which gives you full information on who will benefit from the trust depending on how it has been set up.

PC1578A.0210

how many?
How to complete the Bright Grey split trust and split trust +30 forms

How to complete the Bright Grey split trust and split trust +30 forms

This is a short booklet that gives you instructions on how to complete the Bright Grey trust form along with information on how to make sure you choose the right form.

PC1580A.2010

how many?
How to complete the Bright Grey Business Trust form

How to complete the Bright Grey Business Trust form

This booklet will help you to complete our Business Trust form.

PC0940A.1108

how many?

Trust leaflets

NEW
The rules of intestacy - Northern Ireland sales aid

The rules of intestacy - Northern Ireland sales aid

You can use this easy-to-follow flowchart in face-to-face meetings with your clients to show them what would happen to their estate if they died without leaving a will.

PC1628A.0510

how many?
NEW
The rules of intestacy - Scotland sales aid

The rules of intestacy - Scotland sales aid

You can use this easy-to-follow flowchart in face-to-face meetings with your clients to show them what would happen to their estate if they died without leaving a will.

PC1645A.0510

how many?
Consumer trust leaflet

Consumer trust leaflet

You can hand this to your clients to help them understand the benefits of putting their plan in trust.

PC0479C.0409

how many?
The rules of intestacy - England and Wales sales aid

The rules of intestacy - England and Wales sales aid

You can use this easy-to-follow flowchart in face-to-face meetings with your clients to show them what would happen to their estate if they died without leaving a will.

PC1415A.0510

how many?
Trust sample letters sales aid

Trust sample letters sales aid

Putting your clients' plans in trust provides a great opportunity for you to revisit your existing clients and introduce yourself to their nominated trustees. We've provided a sample re-approach and approach letter you can send to them both.

PC1421A.0209

how many?
clear form
a division of Royal London