45. Policy declined procedure plus checklist
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Policy declined procedure and checklist for use during client meeting/discussion to advise of the decision: (use this checklist to record discussion for file-noting).
Consisting of:
> 5 key procedures
> 13 key items to check
Add this to your planning software template library.
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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.
