We work with advisors to determine which of clients could benefit the
most from our process,
then present the results to you for further discussion and analysis.
This step is designed to identify
which clients have the most to gain from an insurance-based tax and estate
plan. With Westward's assistance, an advisor
should be able to assess whether the plan can create significant benefits for
the client. There is no obligation and a client’s identity is not revealed to
us.
Several innovative tools are used
which have proven very effective in pinpointing who is a strong candidate for a
Westward plan:
Ø The Preliminary Filter – a data
analysis tool that identifies potential clients based on their T1 and T2
filings. The software generates a no-names, hierarchical list of the top
candidates in just a few minutes, saving you hours of research and taking the
hit and miss out of the qualifying process.
Ø The Preliminary Viewpoint – an
easy-to-use eForm that provides us with all the details needed to assess a
client’s situation and start building a plan. The data allows us to prepare a
plan that is tightly synched to the client’s financial situation and estate
goals.
Ø The Opportunity Filter –
Westward's unique risk & reward matrix that plots the performance potential
of over 30 insurance-based plans.
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