Midwinter SoA Template - Super & Risk Insurance Template

Sale price $129.00 Regular price $329.00

Product Description

Considering the hours that you and your staff will save in preparing a Statement of Advice, this template represents great value. With the average cost for document coding a Statement of Advice being $4,000, this template will help form a basis for customising your own Midwinter SoA template at a fraction of the price.

This Midwinter-coded* Superannuation Rollover 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
  • Superannuation Rollover 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)
  • Cashflow 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.

*Midwinter coding applies to:

  • Client and Partner personal details including names, assets, liabilities
  • Cashflow tables
  • Taxation Tables
  • Some replacement product tables
  • Insurance Analysis Tables