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TouchPoint - Presentation

A collection of email / letter correspondence, checklists and file note protocol templates for every type of advice practice. Consisting of these items:

  • 7. Family Tree Template inc relevant symbols
  • 7A. Business Structure Template inc relevant symbols
  • 60. Statement of Advice - Personal
  • 61. Statement of Advice - Business
  • 64. Record of Advice
TouchPoint by The Risk Store logo

07. Family tree template inc relevant symbols
TouchPoint by The Risk Store logo

07A. Business structure template inc relevant symbols
Personal Statement of Advice Template

60. Insurance statement of advice template (advice strategy) - personal
Business Statement of Advice Template

61. Insurance statement of advice template (advice strategy) - business + BONUS discovery form template
Record of Advice Template

64. Insurance record of advice template (revised advice strategy) - personal or business