60. Insurance statement of advice template (advice strategy) - personal
Improve your efficiency | Improve your client experience
A dedicated life risk insurance template for the description of what the life risk advice will achieve for clients, in plain English and avoiding the product being the 'hero'. It's NOT a finished SoA – add your required disclaimers and disclosures – but it will help clients to 'get' what you are offering and to engage with the recommendations you make.
Personal SoA Key Features:
- Written in non-jargonised plain language for personal clients
- Great looking! Professionally designed to match our business SoA / general RoA templates
- Includes consumer friendly front-end summary
- Advice focused - features solution based outcome headings rather than product headings
- Content structure compliant. Meets the regulator’s requirements of clear, concise and understandable (subject to your edits)
- Planning Software Friendly - written and supplied in MSWord .docx file format. Editable to suit your style.
- Future updates provided for free
Why not add this template to your existing planning software template library today!
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.
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61. Insurance statement of advice template (advice strategy) - business