Our tools can help you quickly generate materials to help engage potential clients, find the right trusts and more.
Finding the right trust
Our interactive trust picker will help you choose the correct trust structure and form for an individual client.
Pre-sale underwriting tool
Get accurate indicative underwriting decisions at the touch of a button.
Our 'Reasons Why' tool
This tool takes the legwork out of creating communications to support your recommendations.
Value of menu tool
Use our menu tool to show the difference between a traditional protection approach and the value of a flexible menu solution.
Our range of protection calculators can help save you time by helping you quickly generate reports, work out figures and more.
Business protection calculator
Work out which covers would be most suitable for your client by entering a few key numbers about their business - such as salaries, loans and net profit.
Collection date calculator
Clients might need to plan for an increase in their monthly outgoings after their plans start. Check when the first three premiums will be due.
Work out a fair distribution of costs for business protection. It shows how much each shareholding director and partner should be contributing in proportion to the potential benefit each will receive.
Inheritance Tax calculator
What's your client's Inheritance Tax (IHT) liability? We can calculate this based on their assets and liabilities, allowing for trusts and any tax relief they're entitled to.
Get a picture of a client’s spending and budget so you can better understand their financial situation.
Maximum income calculator
Income protection can be tricky, especially when clients have a tiered sick pay arrangement. Our calculator allows you to work out how much cover your clients can apply for with us.
National Insurance calculator
Self-employed clients generally pay less National Insurance than someone who's employed. Work out the difference between the two - to help you make the case for protection.
Relevant life calculator
Show your clients the difference in the gross cost of a relevant life policy taken out by their employer when compared to a policy they would take out themselves.