60. Insurance statement of advice template (advice strategy) - personal

  • $330.00
  • inc GST

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.

29 Page 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.
    • Tips, guide text and alternative text snippets throughout.
    • Content structure 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 written and corporate layout style.
    • 29 pages inc. cover page.
    • Future updates provided for free.

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


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