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21. Covering letter to go into client portfolio folder

  • $22.00
  • inc GST

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.

Click this link: The Risk Store Discount to obtain your member discount code -
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.

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