RL360’s Toolkit – making your life easier
Helping customers envisage their future financial scenarios can be a hugely valuable weapon in your sales arsenal.
This is why we’ve created an RL360 Toolkit.
The Toolkit features a series of handy calculators to support you and your clients as they make the big decisions about their future, along with a currency converter, a jargon buster and information about using our online services.
- Online services:
- Getting started
- New business
- Policy servicing
- Switching & dealing
- Calculators:
- Future investment value
- Regular savings
- Impact of inflation
- Inheritance tax (IHT)
- Compound IHT
- Discounted gift trust
- Education fee calculator
- Retirement calculator
- Resources:
- Currency converter/Exchange rates
- Jargon buster