20. Advice to client template: insurance portfolio declined

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

This one should be your official follow-up communication after you have verbally informed your client of the decline with a reminder this may leave them or their family financially exposed and you recommend they look at other emergency funding alternatives.

Also includes 4 additional and optional text paragraphs including 'if other application/s still in progress' text paragraph.

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*This item is also available in The Risk Store (paid member access only)

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