41. Adviser completes report for staff checking apps
Adviser completes for staff, to assist them to finalise application(s) prior to sending to life insurance providers. This saves time in verbal communication.
*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.
We Also Recommend
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