During your client meeting

Easily demonstrate the value of taking out a guaranteed Whole of Life plan versus saving into a traditional bank account.

Use this calculator to assess your client's monthly outgoings and recommend how much cover they should be getting.

This calculator is a checklist of the financial sums you need to know to work out the sums assured.

Check when your clients can expect the first three premiums to be collected for their plan.

Use this tool to search our current definitions as well as past versions to check what we cover and to see how the definition wording has changed over time.

Use this calculator to work out and demonstrate a fair distribution of costs between shareholding directors or partners in relation to the overall cost of your business protection solution.

Use this calculator to show your clients how Income Protection could help them avoid a shortfall in their monthly income if they’re too ill to work.

Calculates any potential IHT liability based on your client's assets and liabilities.

Use this calculator to demonstrate to your client that by cutting back on a few of life's little luxuries they can easily find the money for protection.

Work out the maximum income your client can apply for under Income Protection.

Work out how much less NI self-employed clients pay compared to employed clients - money they could use towards their protection needs.

Use this calculator to work out the tax savings of a relevant life policy compared with an ordinary policy.

We've got a range of tools that will help you promote the financial benefits of trusts as well as support in finding the right trust for your clients.

Use our menu tool to show clients how a menu plan can be tailored to their needs and budget, as well as offering more opportunities to claim.