45. Policy declined procedure & checklist
Policy declined procedure and checklist for use during client meeting/discussion to advise of the decision: (use this checklist to record discussion for file-noting).
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