12. Client authority to insurer(s) to transfer existing policy/ies to adviser
Client authority to insurer(s) to transfer existing policy/ies to adviser template.
*This item is also available in The Risk Store (paid member access only)
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 application(s) sent to product provider(s) - investments & insurance