28. Client policy schedule template for annual reviews
Improve your efficiency | Improve your client experience
As a financial adviser, do you provide your clients with an annual policy schedule PDF as part of your annual review process? What if a client requests a summary of their life insurance cover? How do you ensure you present this to them consistently? This template is ready to populate for client requests or annual reviews.
Why not add this template to your existing planning software template library today!
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