61. Insurance statement of advice template (advice strategy) - business

  • $1,320.00
  • inc GST

Improve your efficiency | Improve your client experience

This dedicated life risk insurance (including bundled matching fact find template) has been specifically developed to assist advisers by speeding up the time-consuming task of creating a meaningful, client friendly document for delivering clear recommendations to a 'client' that is a business entity i.e. SME.

The language has been aimed at plain English communication, with a consistent theme in the method of describing what business succession planning is in the context of using insurance products as a funding solution.

By purchasing this template, you SAVE hours on the construction of a robust, effective, proven, client-centric Statement of Advice specifically written for business succession planning. It's NOT a finished SoA – you'll need to add your existing required disclaimers and disclosures.

Business SoA Key Features:

  • Written in non-jargonised plain language specifically for business/SME clients (an adapted personal SoA won't cut it!)
  • Great looking! Professionally designed to match our personal SoA / general RoA templates
  • Includes executive summary
  • Advice focused - features solution based outcome headings rather than product headings
  • Includes sample directors minutes
  • Comes with FREE matching discovery (fact find) template
  • Content structure compliant. Meets the regulator’s requirements of clear, concise and understandable (subject to your edits)
  • Planning Software Friendly - written and supplied in MSWord .docx file format. Editable to suit your style.
  • Future updates provided for free 

Why not add these templates to your existing planning software template library today! 

    Contact The Risk Store to obtain your member discount code -
    Associate & Professional level members eligible only.

    Professional & Associate members get 10% and 5% respectively off selected items 

     GST, shipping and discounts will be calculated at checkout.

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