Insurance RWL

The purpose of this template builder is to generate a working report that will be emailed to you. You can then copy & paste onto a letterhead in order to double check and personalise before sending to the client(s).

    Date of report: - -


    Over 75 years old

    Scope of Advice

    Your needs, circumstances and affordability

    Insurance & Protection Preferences

    Requirements, Goals & Objectives

    Insurance Attitude to Risk

    Needs and Circumstances

    Review of Existing Insurance Arrangements

    My recommendation

    Writing the Policy in Trust

    Detracting Features/Policy Exclusions

    Alternative Products Considered But Discounted

    Wills and Lasting Power of Attorney

    Insurance Commission

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