Max Funding Calculator

We are delighted to announce the launch of a new Maximum Funding Calculator and Client Report on ZurichBroker.ie.

There has been great demand from Brokers for this as over the last year we'd seen a large increase in requests for max funding calculations that were then manually produced by the Zurich Technical Services Team. Our new calculator, which is straightforward, quick and easy to use, puts you firmly in control of generating your own max funding quotes without manual input from Zurich. 

Based on Zurich's understanding of Revenue's most up-to-date funding rules, the new calculator generates a quote in seconds and produces a comprehensive, personalised client report.

You can access the new calculator direct from the 'Quick Links' on the homepage of ZurichBroker.ie, on the Executive Pension product page and on the resources section of the website