61. Insurance statement of advice template (advice strategy) - business + BONUS discovery form template
Improve your client experience
This life risk insurance business specific (with bonus matching fact find / discovery form template supplied on request with every SoA purchase) 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.
FACT: Don't be tempted to tweak your standard SoA you use for personal clients. It really isn't appropriate for your business clients, it won't cut it, plus your investment in this template will pay for itself many times over!
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 of course.
26 Page Business SoA Key Features:
- Written in non-jargonised plain language specifically for business/SME clients (a tweaked personal SoA simply won't cut it!)
- Great looking! Professionally designed to match our personal SoA / general RoA templates
- Includes client friendly executive summary
- Advice focused - features solution based outcome headings rather than product headings
- Includes sample directors minutes
- Content structure meets the regulator’s requirements of clear, concise and understandable (subject to your edits)
- Tips, guide text and alternative text snippets throughout.
- Planning Software Friendly - written and supplied in MSWord .docx file format. Editable to suit your writing and corporate layout style.
- 26 pages inc. cover page.
- Future updates provided for free
- Email us at The Risk Store, click here, Email for BONUS template to request your matching discovery (fact find) form template (subject to you purchasing this SoA template)
Why not add these templates to your existing planning software template library today!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
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