22 NEW ITEMS ADDED OVER THE LAST 60 DAYS   |   FREE TO JOIN & TRY   |   UPGRADE LEVELS ANYTIME   |   WHAT PEOPLE SAY ABOUT THE STORE   |   BUY INDIVIDUAL ITEMS HERE

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Purchase individual or complete sets of useful items for your advice business

First off, you don't have to be a registered member of The Risk Store website to purchase from The Risk Shop.

Secondly, most of these items in The Shop are not available inside The Risk Store.

Thirdly, these useful items are available for purchase individually. Browse away and if you find something useful for your business, you can purchase and download in minutes using your credit or debit card.

Discount Note: Discounts are now available on request to 'paid' Risk Store members. If you are an Associate level member, you qualify for a 5% discount off most items in The Risk Shop at time of purchase. Professional and Corporate level members qualify for a 10% discount on request. Sorry, to all our Affiliate level (free) members, you don't qualify for a discount code. A bummer we know!

How do I go about requesting my discount?

If you currently have a 'paid' membership level as mentioned above and you want to purchase from the shop AND get your discount, just request a time-limited unique discount code by using the 'Contact Us' link at the footer below giving us your membership login username. We'll reply asap with the code. Use this code when checking out in The Shop for your discount. The code expires every calendar month. So you'll need to request another code if you purchase again later. 


Touchpoint Logo

Discovery • Delivery • Implementation • Review

Everything you need for a complete end-to-end advice process

TouchPoint is a comprehensive set of time-saving, people friendly, communication and checklist templates that are ready to implement into your advising business.  
Designed and written specifically for wealth management and life risk professionals to use (not just risks). TouchPoint was originally only sold as a complete set of templates (contact us for discount price). It still is but now you can purchase individual items as well.
TouchPoint consists of 70 templates for:

  • Client communication
  • Referrer communication
  • Insurer communication
  • Many useful advice & procedure checklists
  • Best-of-breed SoA/RoA templates (personal as well as business)
  • 5 x advice process workflows mapped out to improve your business processes

Jargon Free
All have been written in plain English avoiding industry jargon.

Planning Software Friendly
Implement these templates and workflows 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 client, referrer and insurer communication the best there is! 

Save Time. Save Money.
Your time and your staff time is valuable. Don't reinvent the wheel writing! Use your valuable human resources to servicing your clients earning fees. These templates are ready to use. Whether you are a full service advisory practice or a life risk/estate planning specialist, most if not all these templates will be applicable and useful to your business. Our workflows have been mapped out for you so you don't have to do this now. Use these workflows to assist with creating your planning software workflows and threads.

 

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Risk SoAs (personal & business versions) & RoA Templates

Time Saving 'Best-of-Breed' SoA Templates For Delivering Personal & Business Advice

We have created a template for personal advice, written in plain English, jargon free, with strategy, advice and funding requirements being core and avoiding the product (insurance) being the 'hero'.

Given that the language and positioning is very different for SME advice compared to personal advice, this business SoA template (MSWord) 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. 

Our RoA template matches the SoA's in style and simplicity.

Jargon Free
All have been written in plain English avoiding industry jargon.

Planning Software 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! 

Save Time. Save Money. Look Good
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.

 

For more info click hereBrowse Items ButtonBuy Now Button

 


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