With the estate costs calculator, you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones.
The calculator gives a clear illustration of the impact of certain fees and the value of a well-planned strategy.
The tool will help you:
- show clients the potential costs of settling their estate
- compare outcomes between segregated funds and mutual funds
- highlight how certain features of segregated funds, such as designating a beneficiary, can help reduce estate settlement costs and preserve more wealth for loved ones
- illustrate the potential savings resulting from better estate planning
Wealth can be transferred, and so can trust
Did you know that 80% of partners change financial advisors after their spouse passes away?1
With $1.3 trillion expected to change hands over the next decade,2 every client conversation is an opportunity to build lasting relationships with the people who will play a key role in future decisions—spouses, children and other family members.
The calculator helps support your recommendations with real-life numbers, showcases your expertise and makes your conversations even more compelling.
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Discuss wealth transfer with confidence Along with the estate costs calculator, there are other tools available: |
Over the next few weeks, we’ll be reaching out to clients by email to help initiate these conversations.
Build on that momentum—the best time to start the wealth transfer conversation is now!
1 « Death and Finances with Jane Blaufus », Episode 3, 2019, Financial Advice For All.
2 « Household Balance Sheet Update and Rebased Forecast 2024 », Investor Economics.
