Cart 0
17. Advice template to client of final u/w decision
TouchPoint by The Risk Store logo

17. Advice template to client of final u/w decision

    • inc GST

Improve your efficiency | Improve your client experience

Keep your clients informed. A template for advice to client of the final underwriting decision.

NOTE: This template could be used several times with the same client.

Why not add this template to your existing planning software template library today!

*This item is exclusive to The Risk Shop and is not available in The Risk Store.

Click this link: The Risk Store Discount to obtain your member discount code -
Associate & Professional level members eligible only.

Professional & Associate members get 10% and 5% respectively off selected itemsĀ 

GST, shipping and discounts will be calculated at checkout.

We Also Recommend

12. Client authority to transfer existing products to adviser

12. Client authority to transfer existing products to adviser
14. Letter to client to help them prepare for completing insurance apps only

14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that app(s) sent to product provider(s) - investment & insurance

15. Advice to client that app(s) sent to product provider(s) - investment & insurance
16. Advice template to client of u/w responses

16. Advice template to client of u/w responses
18. Advice to client template: part of insurance portfolio accepted

18. Advice to client template: part of insurance portfolio accepted

People who bought this product, also bought