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30. Claim first acknowledgement adviser to client

  • $55.00
  • inc GST


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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! 

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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