Life Calc is a Protection needs analysis App for Openwork financial advisers.
Life Calc will help you quickly assess your client’s protection needs (indicative only), based on their current circumstances. Results are presented graphically and can be emailed to the client, or to you, from within the App.
While this App is FREE, we invite you to donate to The Openwork Foundation in place of payment. You can make your donation at the following address: https://mydonate.bt.com/events/openworkfoundation.
Key features
•Needs analysis for Life, Critical Illness, Income Protection and Funeral Expenses cover
•Simple graphical presentation of indicative needs, existing arrangements and shortfall
•Option to output report as a PDF, which you can send to clients
•Storage of your most recent records, for easy retrieval
•Exclusively available to Openwork advisers
All results provided by Life Calc are indicative only. Use of the App does not replace any part of the Openwork sales process.