TouchPoint by The Risk Store logo

30. Claim first acknowledgement adviser to client

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

Adviser’s first email to acknowledge client’s advice of illness/injury/death 

NOTE: There may not be any insurance involved but the management of the financial affairs may still be a crucial role that you play at this time. Hence both advice areas have been addressed in this template.

Why not add this template to your existing planning software template library today!

*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.

We Also Recommend

People who bought this product, also bought