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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