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TouchPoint - Statement / Record of Advice

We have stripped these back, reworked and delivered to you client-friendly, plain language statement of advice (SoA) and record of advice (RoA) templates in MSWord file format. No fluff. No flim-flam. We have created the three separate life risk specific templates needed for your business today that are designed to engage your clients with your chosen advice, including:

  • Personal SoA
  • Business SoA
  • Generic RoA
Personal Statement of Advice Template

60. Insurance statement of advice template (advice strategy) - personal
Business Statement of Advice Template

61. Insurance statement of advice template (advice strategy) - business
Business Fact Finder Template

10. Business discovery form template (fact finder)
Record of Advice Template

64. Insurance record of advice template (revised advice strategy) - personal or business