The Exeter

As a mutual, we couldn’t be more friendly. With over 100 years’ experience, we know how important it is to get not only our products right, but our service right too. That’s why we’re committed to working with you to grow your business and deliver the best possible outcomes for your clients. 


Here to support you

Our adviser knowledge centre gives you access to valuable resources and tools:
  • CPD content including research reports and videos on a range of topics
  • Engaging tools and insights to develop your understanding of our proposition and how it can help support your clients
  • The ability to book webinars or an online product briefing
  • Contact details for our dedicated adviser support team
We continue to regularly update our adviser knowledge centre, so remember to check in and keep up to date with the latest content and information!
 

Award-winning products

What’s the difference between a generalist and a specialist? In our minds it comes down to one thing, a better understanding of the customer. That’s why we design products for specific audiences.

Income protection

We offer first-class cover for every class of occupation, with a range of options to help you find the right product at the right price for your client.
Income One Plus - specialist income protection for office-based professionals and clerical workers.
Pure Protection Plus - specialist income protection for physical and manual workers and skilled trades.
 

Introducing our “Income first” toolkit

To support you in your client conversations, our “income first” toolkit, gives you all the tools and resources you need to discuss income protection, including:
  • An income risk calculator 
  • Client approach wording
  • Reasons why editor
  • Objection handling tips
  • Client and adviser guides, research, insights and much more.


Life cover

It’s not always easy to arrange life insurance for clients with serious or multiple health conditions. That’s why we’ve built two life cover products with a difference – specifically targeted at those who may be more difficult to insure. 
Real Life – cover designed for clients with serious or multiple health conditions.
Managed Life – cover for clients with type 2 diabetes or a high Body Mass Index (BMI).
 

HealthWise

Our HealthWise app is free for members and their immediate families and offers quick, convenient and expert medical advice via their smartphone or tablet. The benefits available are tailored to individual products and include:
  • Remote GP consultations
  • An expert second medical opinion service
  • Physiotherapy
  • Mental health support
  • Lifestyle coaching
  • Nutritional support

HealthWise services are provided by Square Health.