They’re tools you can use to optimize your services as an advisor!
To produce complete analyses and identify your clients’ needs, there’s nothing better than using these calculators!
Did you know that offering your clients personalized service increases your chances of closing a sale? Using a calculator is an excellent way of connecting even further with your clients.
To help you better advise your clients, here are three calculators exclusively for your use:
- Premium calculators:
This calculator helps you get insurance premiums in just a few clicks, based on your client’s situation. You have the ability to download PDFs, based on the product selected, in order to get more specific information on the coverage in question. Use it! 👇
- Financial calculators:
Our financial calculators help you illustrate several financial situations for your clients. For their investments, their savings, their economic value, etc., these calculators help you understand their reality and make the most of your value as an advisor.
Think about using them! 👇
- Estate costs calculators:
New, this calculator will help you compare the costs associated with the estate settlement of a segregated fund or a mutual fund. This is an interactive tool that gives results in real time! Learn more about it! 👇
Now up to you!
| Find them easily in EVO Savings and the Advisor Centre! |
