18. Advice to client template: part of insurance portfolio accepted
Improve your efficiency | Improve your client experience
Manage your client expectations by using this 'Advice to client' template: that part of the life insurance portfolio has been accepted. NOTE: this 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.
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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