Advisor Tools
Here you'll find all our handy tools and calculators to help you during the advice process with your clients.
Max Funding Calculator & Client Report
Helps you generate a Maximum Funding quote and a comprehensive client report in seconds.
Risk Profiler
An illustrative tool designed to assist you in understanding a client’s attitude to risk an important step before making an investment.
Portfolio Builder
This tool makes it easier for you to assist your client with choosing investments that match their needs.
Inheritance Tax Liability Calculator
This calculator will give an indication of the inheritance tax liability a person may incur.
Underwriting Requirements Calculator
A tool that lists Zurich Life's minimum additional information needed to assess your application.
Life Cover Calculator
Our Life Cover Calculator is a tool that helps work out how much life insurance they will need.
Budget Calculator
Using our budget calculator will help your clients work out what their monthly income and expenses are, what they need to budget for, and how much they have available to save.
Savings Calculator
This calculator helps your clients work out how much they need to save each month to meet their savings goal.
Investment Growth Calculator
This calculator helps your clients work out how much they want to save and which investments to invest in.
Cost of Secondary Education Calculator
Our Cost of Secondary School Calculator is a tool that helps your clients estimate how much they need to save to cover the costs of putting their children through secondary school.
Cost of College Education Calculator
Our Cost of College Education Calculator is a tool that helps your clients estimate the costs of sending their children to college and how much they need to save each month to meet these college costs.