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