the risk store - the life risk knowledge & ideas store for financial planning professionals

Welcome to The Risk Shop
A place to buy useful adviser tools

The Shop has been launched to give us the opportunity to ‘on-sell’ some of the great tools that advisers and others have developed for the industry.

'Best-of-Breed' Business SoA Template (first section)

'Best-of-Breed' Personal SoA Template

(see following section)

Business SoA Template
This document has been 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.

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 risk management solution.

This is what you get with your purchase:

You save hours and hours on the construction of a robust, effective, proven, client-centric Statement of Advice for business succession planning, plus...
built in to the purchase price is 30 minutes of individual access to one of McCullough Robertson Lawyers' legal experts for a business succession planning 'tutorial'.

Specialists in estate and business succession planning and one of Australia’s leading law firms, McCullough Robertson recognise that there is a need for some advisers to have a technical 'leg-up' and they are happy to contribute to that. Adding this offer to the 'new' business template made sense and we are grateful they proposed this...please note however, sorry no group sessions!!

McCullough Robertson is based in Brisbane and their experienced team delivers advice and estate and business succession solutions nationwide, to clients of advisers.

FAQs
Click here for FAQs , including a sample of the language and theme, contents of the document pdf, background and source, and copyright.

Value: one totally comprehensive Word document template, adjustable to your needs:

$900 + gst for risk store members (save $300!)
$1,200 + gst for non-members

BUNDLE PRICE DEAL
1 x Business SoA Template + 1 Year Risk Store Membership
$1,340 + gst

4 Steps to Purchasing Your 'Best-of-Breed' Business SoA Template: First, please read and understand the FAQs above (click on the link) Complete and submit the easy online purchase form [ click here to use the online purchase form ] Someone from the risk store will telephone you to obtain your credit card payment details. Once payment has been processed, your risk store Business SoA Template and tax receipt will be emailed to you - same day of course!
PERSONAL SoA TEMPLATE QUOTE FROM RICHARD KLIPIN, CEO AFA in October 2011: "We [advisers] don't speak in the same language as the consumer and that needs to change." Personal SoA Template Well we've now done our bit to help drive that. A personal SoA template. First time available! We’ve been discouraged in the past from providing a personal SoA, by the big licensees who see this as challenging the compliance docs already mandated. But we’ve now been convinced there are enough boutique practices out there wanting to make your advice client-friendly as well as informational but not too ‘technical’. So here is a 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. Its features are: Plain English one page summary of the advice process and the future advice relationship Straightforward, client-centric text in a logical order Estate planning ‘flavour’ making the advice the ‘hero’ Replacement policy advice text suggestions Tabular presentation of needs and recommendations for solutions: easy to read and understand Delivered to you in Word format so you can tailor to your own needs It’s already written! Several hard hours of work saved, even if you want to add your own touches Formatted with auto Table of Contents, header- and footer-ready $270 + gst for risk store members (save $25) $295 + gst for non-members BUNDLE PRICE DEAL 1 x Business SoA Template + 1 Year Risk Store Membership $710 + gst
3 steps to purchasing your Personal SoA Template: Complete and submit the easy online purchase form [ click here to use the online purchase form ] Someone from the risk store will telephone you to obtain your credit card payment details. Once payment has been processed, your risk store Personal SoA Template and tax receipt will be emailed to you - same day of course!