Policy declined procedure plus checklist image

45. Policy declined procedure plus checklist

$55.00

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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.

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Associate & Professional level members eligible only.

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

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