23. Beneficiary briefing agenda template
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For financial advisers (facilitating estate planning).
This agenda template is to assist you with conducting the final meeting in the Advice Process ‘map’ – the Beneficiary Briefing.
See the Beneficiary briefing guide and procedure for the reasons why you would conduct this meeting and how to set it up.
This meeting will have been pre-empted at the first and subsequent meetings, so finalising the logistics should be a formality once the last pieces of the advice process are complete i.e. the underwriting has been accepted and the polices are in place as well as the investment strategy, which you can expect will be in place prior to the insurances.
Why not add this template to your existing planning software template library today!
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