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Producing a Statement of Advice

Getting from the Fact Find and Needs Analysis to a full Statement of Advice

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years ago

Note: The insurance advice process has changed slightly and now as an adviser you can progress through the fact find ticking off each section as you go by clicking on the small circle next to each section. Completing each section this way is a requirement to calculate the initial recommended cover.

This video will take you from creating a new insurance advice opportunity all the way to producing a statement of advice including:

  • Completing the fact find and needs analysis

  • Replacing cover

  • Producing a recommendation with variations

As the fact find functions much the same on the adviser side compared to the client side you can follow along with this video using your adviser log in.

If you have any questions about the content covered in this video please get in touch by using our support chat (the blue button in the bottom right-hand corner of the screen).

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