41. Adviser completes report for staff checking apps
Adviser completes for staff, to assist them to finalise application(s) prior to sending to life insurance providers. This saves time in verbal communication.
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
12. Client authority to insurer(s) to transfer existing policy/ies to adviser
14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that application(s) sent to product provider(s) - investments & insurance