Personal Statement of Advice Template

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

  • $330.00
  • inc GST


So here is 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
Contact The Risk Store 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.


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