Tools

Help your clients build their financial plan with these tools. Share these with your clients, or walk them through the tools in person.


Passive Investment Income Calculator

The 2018 Federal Budget introduced new rules that can reduce the amount of the small business deduction available for active income earned in a corporation. Share this tool with your clients to help them understand the impact of these changes on their business.

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Life Insurance Comparison

This table shows how hybrid insurance brings together the best from today’s insurance landscape in an entirely new way.

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