Adviser Tools & Calculators
Useful tools for Advisers
Income Protection Calculator
Our tool shows the likelihood of your client becoming ill and how quickly savings can run out if they are unable to return to work.
Legacy Gift Calculator
This calculator can be used to compare the 'return' on a Whole of Life policy with a compounded investment at an assumed age of death of the client.
Business Protection
This tool can be used to produce a report summarising a business's needs, and recommendations for protecting its most valuable assets - its people.
Overseas Residents Pre-Sale Decision Tool
You can use this tool to see if we can consider cover for a person resident outside the UK, Jersey, Guernsey, Isle of Man or Gibraltar, and if so what cover we could provide.
Over Fifties Life Plan
This price calculator is a simple and easy way for you to quickly calculate your client’s monthly premium. Just adjust the three options to see their sum assured.