20 June 2017
We know the importance of having a robust and compliance insurance advice framework, as well being able to provide additional tax support, which is why we’ve created the Insurance Philosophy and Super Life Insurance Tax Calculators.
Our Insurance Philosophy Calculator is designed to assist you in determining the most appropriate type and level of cover for your client, based on their individual circumstances and requirements.
The Super Life Insurance Tax Calculator will assist you in determining the tax payable:
By knowing what the likely tax impost is, you will be able to more precisely gross up the sum insured for a given client scenario.
If you would like any further information or assistance in using either calculator contact your CDM or CDA today.
