Following the recent relaunch of our website, we are now pleased to introduce three new calculators joining the range of tools already available. These tools are designed to help you and your clients understand the benefits of our products.
The Pension Maximum Funding Calculator is a particularly innovative tool which allows you to work with an employer and employee to figure out how much can be paid into a pension plan to ensure it is adequately funded, while remaining within the guidelines set out by the Revenue Commissioners. This tool is located on brokerfirst.ie on the Tools, Supports and Training page.
The new Body Mass Index (BMI) Calculator will allow you assess if your client is a healthy weight which will lead to an easier underwriting process. Standard acceptance terms usually apply for BMIs from 18 to 30 for life cover, specified illness and income protection. This calculator along with a range of other relevant information is in the Underwriting area of brokerfirst.ie.
The What If Calculator, specifically designed for customers with an existing Personal Pension plan, is available through the Online Service Centre (OSC). This calculator evaluates whether an existing personal pension is on track for that individual’s needs. The calculator will refer a customer to their Financial Broker for advice.