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Personal Risk SoA Template

A TIME SAVING 'BEST-OF-BREED' SOA TEMPLATE FOR DELIVERING PERSONAL RISK ADVICE

"This personal risk SoA is by far the best example of how a SoA should read to make it easy to read and understand by the client. My clients are far more likely to read and value this document than any other I have seen in the market today."
Harvey James - Anu Wealth Services

"Thank you for developing a much more user friendly template!"
Helen Russo, Alchemy Strategic Partners

"Very useful document and easy to adapt for use in New Zealand and has saved us a huge amount of time and effort"
David Cooney - Cooney Insurance

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.

Personal SoA ImageView Sample Button Image

 

 Personal SoA Key Features:
  • Written in non-jargonised plain English for personal clients
  • Great looking! Professionally designed to match our other SoA/RoA templates
  • Includes consumer friendly front-end summary
  • Advice focused - features solution based outcome headings rather than product headings
  • Content structure compliant to ASIC's requirements
  • Planning Software Friendly - written and supplied in MSWord .docx file format. Editable to suit your style.
  • Future updates provided for free

 

Professional & Associate members get 10% and 5% respectively off the purchase price 

 

 

For licensee volume discount rates, please contact Pete Wincott on 0416 009 403

Implement these templates into your favourite planning software and you not only immediately improve your efficiency, you also get the best out of your software investment and best of all, you make your deliver a great advice document and make your clients happy! 

TIP: APPROX ONE HOUR'S BILLABLE INCOME paid to save you hours and hours of work = good business sense!

Save Time. Save Money. Look Good. Communicate Clearly
Your time and your staff time is valuable. Don't reinvent the wheel writing from scratch! Use your valuable human resources to servicing your clients earning fees. These templates are ready to use and customise to your way of advising.

 

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Business Risk SoA Template

A TIME SAVING 'BEST-OF-BREED' SOA TEMPLATE FOR DELIVERING BUSINESS RISK ADVICE TO BUSINESSES

"It's great to have access to such a wonderful resource that is The Risk Store. A plain and simple approach to this very important component of advice not only reinforces client clarity but also adds to the sales process. The business SoA is a well written and better yet wonderfully structured document - allows the adviser to walk through the sense of the advice very neatly. Thank you for the ongoing support."
Jim Mills - Merit Planning

This document 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.

TRS BSoA Cover ImageView Sample Button Image

 

 Business SoA Key Features:
  • Written in non-jargonised plain English specifically for business/SME clients (an adapted personal SoA won't cut it!)
  • Great looking! Professionally designed to match our other SoA/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 to ASIC's requirements
  • Planning Software Friendly - written and supplied in MSWord .docx file format. Editable to suit your style.
  • Future updates provided for free

 

Professional & Associate members get 10% and 5% respectively off the purchase price 

 

 

For licensee volume discount rates, please contact Pete Wincott on 0416 009 403

TIP:  AN ADAPTED PERSONAL SoA won't cut it for business clients

Save Time. Save Money. Look Good. Communicate Clearly
Your time and your staff time is valuable. Don't reinvent the wheel writing from scratch! Use your valuable human resources to servicing your clients earning fees. These templates are ready to use and customise to your way of advising.

 

Buy Now Button

 


Generic Risk RoA Template

A MATCHING RECORD OF ADVICE TEMPLATE FOR DELIVERING YOUR ADJUSTED PERSONAL OR BUSINESS RISK ADVICE

To complement our Personal and Business SoA templates, we've written and designed aN RoA template to provide consistency. As with our other templates, it's NOT a finished RoA – you'll need to add your required disclaimers and disclosures.

TRS RoA Cover ImageView Sample Button Image

 

 Generic RoA Key Features:
  • Same key features as our SoAs above but also worth adding it is short and concise layout to be client friendly

Implement these templates into your favourite planning software and you not only immediately improve your efficiency, you also get the best out of your software investment and best of all, you make your deliver a great advice document and make your clients happy! 

Professional & Associate members get 10% and 5% respectively off the purchase price 

 

 

For licensee volume discount rates, please contact Pete Wincott on 0416 009 403

TIP: ASIC allows you to present a record of advice for minor adjustments originally presented in your SoA. So don't burden your clients - keep it simple. Keep it easy for them.

Save Time. Save Money. Look Good. Communicate Clearly
Your time and your staff time is valuable. Don't reinvent the wheel writing from scratch! Use your valuable human resources to servicing your clients earning fees. These templates are ready to use and customise to your way of advising.

 

Buy Now Button

 


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