14. Letter to client to help them prepare for completing insurance apps only
This client letter template is designed to help prepare them for completing their insurance application/s - a sometimes daunting (for the client) and time-consuming (for the adviser) step when the client isn't properly prepared for this important part of your advice delivery service. This solves it.
*This item is also available in The Risk Store (paid member access only)
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.
We Also Recommend
12. Client authority to insurer(s) to transfer existing policy/ies to adviser
15. Advice to client that application(s) sent to product provider(s) - investments & insurance