Preparing a Statement of Advice? Want to provide your client a summary of NEOS Protection’s cover types and benefits? Looking for some words to describe who NEOS is and why your client can be confident at claims time? Look no further.
This section contains helpful ‘tools’ designed to make your job, and conversations with your clients, easier.
The NEOS Product Brochure provides a high-level summary of our cover types, their key benefits, valuable features and optional extras. This brochure has been designed to help you describe NEOS Protection to your clients.
Our adviser brochure provides an overview of our business and adviser offer. It also includes information on our partners and why your clients can be confident at claims time.
This document is designed to assist you in preparing a Statement of Advice (SoA) or Record of Further Advice (RoFA) for your client. Specifically, it includes suggested wording that can be used to help describe who NEOS is and the key benefits offered under NEOS Protection.
This guide includes everything you and your client need to know about our tele-interview process. This includes how to prepare for a tele-interview, what information is required and how we use that information.
Would you like to include the NEOS logo on your website or marketing collateral? If so, please complete this form, send it to us and we'll provide the logo file.