Solved.

We designed and built an income risk calculator to help demonstrate the importance of income protection to their clients.

The calculator builds personalised client reports that evaluate the impact of a long-term illness on short and long-term finances, visualises the benefits of income protection and provides a range of monthly premiums based on different product options. What’s more, the adviser can download the report as a pdf and attach it to any follow-up correspondence.

The calculator takes centre stage in a wider adviser tool kit containing a customer guide, adviser sales guide and tips on handling client objections – all of which were created by Space.

Xafinity

The real time problem.

PPS Mutual

The mutually beneficial problem.