RISK AND CLIENTS

1. Disclosure & Introduction Letter
2. Client Service Agreement & Authority
3. Six Step Advice Process
4. Client Advice Record (General)
5. Client Advice Record (Risk)
6. Client Advice Record (Investments)
7. Client Advice Record (Short Term- Personal Lines)
8. Client Advice Record (Short Term- Commercial Lines)
9. Client Advice Record (Health Service Benefits)
10. Investment Risk Profile Analysis)
11. Asisa Policy Replacement Forms
12. Comparison of Replacement Policies
MANAGE YOUR RISK IN BUSINESS
MANAGE YOUR RISK WITH CLIENTS
MANAGE YOUR RISK WITH YOUR EMPLOYEES

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