21. Covering letter to go into client portfolio folder
Covering letter template to go into portfolio folder. 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 or a online digital vault you provide your client for free as part of your service offering.
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
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.