64. Insurance record of advice template (revised advice strategy) - personal or business
Improve your efficiency | Improve your client experience
A generic record of advice (RoA) document template to complement our Personal and Business SoA templates. As with our other templates, it's NOT a finished RoA – you'll need to add your required disclaimers and disclosures.
Generic RoA Key Features:
- Same key features as our personal and business SoAs but also worth adding it is short and concise layout to be client friendly.
- Designed to complement the look of the other SoA's templates
- Produced in MSWord file format for easy editing
Why not add this template to your existing planning software template library today!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.