21. Covering letter to go into client portfolio folder
Improve your efficiency | Improve your client experience
The portfolio folder is where your client stores their policy and legal (wills, buy/sell agreement, POA, Guardianship, etc) documents for quick reference. This could be a physical folder you have provided them with or a online digital vault you provide your client for free as part of your service offering.
Why not add this template to your existing planning software template library today!
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