You’ve been waiting for it, and here it is! The all new estate costs calculator, designed to help you compare the costs associated with estate settlement for segregated funds and mutual funds, is now available.
You can now demonstrate how costs associated with estate settlement can have a considerable impact on the net value at death.
Take some time to review the reference documents. It’s important to know about best practices, the target clientele and the limitations of the calculator to make sure that you don’t present clients with adverse scenarios.
Links and reference tools
"When it's time to take action, advisors can use
calculators to close the sale"
With this tool, we have an other quantitative argument that adds to the qualitative advantages of segregated funds (speed and confidentiality of settlement, creditor protection, guarantees, etc.) to help you close the sale.
Where is the calculator?
The estate costs calculator is available in EVO Savings and in the Advisor Center:
Questions or comments?
For more information about the estate costs calculator, contact your sales director.
