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18. Advice to client template: part of insurance portfolio accepted
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18. Advice to client template: part of insurance portfolio accepted

    • inc GST

Improve your efficiency | Improve your client experience

Manage your client expectations by using this 'Advice to client' template: that part of the life insurance portfolio has been accepted. NOTE: this could be used several times with the same client.

Why not add this template to your existing planning software template library today! 

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