Risk Reality Calculator:
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Risk Reality Calculator
Our multi-award-winning Risk Reality Calculator highlights everyday risks, in seconds. It gives your clients a personal snapshot, ready to explore the type and level of protection they need.
What is the Risk Reality Calculator?
It’s a simple online tool that helps your client understand the importance of financial protection – in three steps. Just enter four personal details about your client to instantly see personalised results that show the likelihood of them:
- Being unable to work for two months+ (due to sickness or accident).
- Suffering a serious illness.
- Dying.
- The probability of any of the above happening before their chosen retirement age.
Benefits for you
- Sells the need for protection – without you having to.
- Makes your protection conversations more personal.
- Enables you to explore different combinations of cover.
- Helps you provide evidence around your client’s affordability.
- Demonstrates your value as an adviser.
- It’s simple, flexible, and easy to adopt.
Benefits for your client
- Educates your clients on the importance of having financial protection in place.
- Brings the reality into perspective, by showing the risks they face.
- Helps prioritise the most important cover, based on their personalised risk report.
- Opens up the conversation of financial security, or prompts them to review the cover they already have in place.
Award winning tool
Our Risk Reality Calculator has gained wide recognition as one of the UK’s best innovation tools – going above and beyond industry recognition.
How to use our Risk Reality Calculator
Our Risk Reality Calculator can quickly generate a personalised risk report for your client. Here’s how to get the most from our award-winning tool.
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