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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. Our first ‘product’ is one we know is going to be popular – a Business Succession Planning Statement of Advice Template.

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 $1,200 + GST for non-members

4 steps to purchasing your 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!

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