Tools and calculators

An income and outgoings calculator to help assess your client’s financial security.

See how much your clients could receive in the event of a claim.

Find out when your client’s direct debit will be collected to help them stay in control of their monthly finances.

Work out your client’s maximum monthly benefit and stepped benefit options based on their current salary.

Shows how your client’s premium could increase due to their BMI.

You will need to login to OLP Connect to use this tool.

An odds calculator to show the probability of certain life events happening to your client.

Use if your client's premiums are in arrears or their direct debit has been returned. Just input their policy number and account details.

You will need to login to OLP Connect to use this tool.

An interactive tool that helps you explain, advise and set up a trust for your personal protection clients.

Calculate the potential saving for your clients if they pay for life cover through a Relevant Life Plan, compared to a non-Relevant Life Plan.

Assess the potential value of a business and the potential total amount of cover needed.

Work out the value of a key person and the amount of cover needed in the event of their critical illness or death.

Work out the maximum cover levels for executive and personal income protection, and compare the costs.

Use to even out differences in premiums between partners/shareholders, usually due to differences in health and age.

Use if your client's premiums are in arrears or their direct debit has been returned. Just input their policy number and account details.