Max Funding - Zurich leads the way

Available in the advisor tools section of our site, this is a tool that gets used daily by Financial Brokers and there has been great demand for this update over the last year. Our revised calculator, which is straightforward, quick, and easy to use, puts you firmly in control of generating max funding quotes and assists in choosing the best route for your clients.

To better understand the new update, we've created a new companion guide with case studies comparing the maximum contributions that can be made into a Master Trust (including any employee contributions, if applicable) with the maximum employer contributions to a PRSA (which can be up to 100% of the employee’s salary). 

• Download the guide
• Watch a demonstration