Description
Insurance Compass is a free, advisor-focused app designed to simplify the complex world of insurance. Whether you're an experienced advisor or just starting out, Insurance Compass gives you access to a powerful suite of calculators, guides, and business coaching tools—all in one place.
Key Features:
A full suite of calculators: final tax, marginal tax, probate fees, net worth, mortgage, inflation, and more
Reference tools: Tax Talk Guide, Wills & Estates Law Guide, Underwriting Rating Guides
Direct access to Advisor Talk podcast episodes and YouTube videos
Access to curated content and insights to support your business
Available in English and French (coming soon)
Insurance Compass is more than a toolkit—it’s a mobile resource designed to support advisors with practical tools and timely insights, helping you deliver more value to your clients every day.