58. Adviser acknowledgment client deciding not to proceed with advice
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Adviser acknowledgment of client deciding not to proceed with insurance advice; after first meeting, NOT after Statement of Advice (SoA); this MSWord template includes text for client letter to be signed, for adviser’s record. Separate paragraphs for personal and business clients included. This is a MUST HAVE template for your advice business.
Why not add this template to your existing planning software template library today!
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