61. Insurance statement of advice template (advice strategy) - business
Improve your efficiency | Improve your client experience
This dedicated life risk insurance (including bundled matching fact find template) has been specifically developed to assist advisers by speeding up the time-consuming task of creating a meaningful, client friendly document for delivering clear recommendations to a 'client' that is a business entity i.e. SME.
The language has been aimed at plain English communication, with a consistent theme in the method of describing what business succession planning is in the context of using insurance products as a funding solution.
By purchasing this template, you SAVE hours on the construction of a robust, effective, proven, client-centric Statement of Advice specifically written for business succession planning. It's NOT a finished SoA – you'll need to add your existing required disclaimers and disclosures.
Business SoA Key Features:
- Written in non-jargonised plain language specifically for business/SME clients (an adapted personal SoA won't cut it!)
- Great looking! Professionally designed to match our personal SoA / general RoA templates
- Includes executive summary
- Advice focused - features solution based outcome headings rather than product headings
- Includes sample directors minutes
- Comes with FREE matching discovery (fact find) template
- 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 these templates 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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60. Insurance statement of advice template (advice strategy) - personal