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Product Description
Comprehensive Personal Insurance Strategy Text Pack
Contains strategy text for giving advice on:
- Life insurance
- TPD insurance
- Trauma insurance
- Income Protection insurance
- Endowment policy establishment
- Health insurance cover
- General insurance
- Insurance within a SMSF
- Whole of Life policies
Strategy text files also include key Benefits of advice, key Risks and disadvantages, how the advice meets your client's objectives as well as links to additional information on insurance. The structure of these documents ensure a concise SoA template that meets Best Interest Duty (BID) requirements.
