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

  • $110.00
  • inc GST


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.

4 Page Generic RoA Key Features:

  • Same key features as our personal and business SoAs but also worth adding it is short (4pp) and concise layout to be client friendly.
  • Designed to complement the look of the other SoA's templates.
  • Produced in MSWord .docx file format for easy editing to suit your writing and corporate layout style.
  • Alternative text provided.
  • 4 pages inc. cover page.
  • Updates provided for free.

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

    *Excluded from member run-off discount

    GST, shipping and discounts will be calculated at checkout.


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