Product Description Considering the hours that you and your staff will save in preparing a Statement of Advice, this template represents great value. This Managed Fund and Risk (Personal Insurance) Statement of Advice template includes the following sections: Cover Letter Cover Page Table of Contents Current Situation wording and tables Lifestyle Goals & Objectives Investment Risk Profile Scope of Advice and warnings Managed Fund strategy Personal Insurance strategy (including Life, TPD, Trauma and Income Protection recommendations) Health Insurance General Insurance Estate Planning (including Wills, Powers of Attorney, Guardianship and Death Nominations) Cash flow table Meeting client goals section Product recommendations (investment and risk to keep, sell or purchase with reasons why) Proposed asset allocation Assumptions Costs & risks of replacing products section Disclosures Ongoing Services Payment information, tables and disclosures How to Proceed Authority to Proceed Additional information including PDS, FSCG info Additional attachments including insurance analysis and more in-depth wording on strategies.
