30. Claim first acknowledgement adviser to client
Improve your efficiency | Improve your client experience
Adviser’s first email to acknowledge client’s advice of illness/injury/death
NOTE: There may not be any insurance involved but the management of the financial affairs may still be a crucial role that you play at this time. Hence both advice areas have been addressed in this template.
Why not add this template to your existing planning software template library today!
GST, shipping and discounts will be calculated at checkout.