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