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58. Adviser acknowledgment client deciding not to proceed with advice

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

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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