Protection Planner

Analyse the financial security of a client’s dependants

  • With as little as two clicks, our Protection Planner helps an adviser to realistically forecast for how long, following a client’s death or incapacity, any dependants will be financially secure.
  • For greater accuracy, an adviser can build a full picture of a client’s financial situation; taking into account debts, assets, income expenditure & existing cover.
  • Advisers can show their clients how long any existing cover will last and the level of cover required to provide adequate protection.