Insurance

A Statement of Advice may not be what you think it is

Monday 15th of April 2024

I suspect we can all agree that, in simple terms, a Statement of Advice (SOA) is a record of advice given, recommendations made, and associated justifications. As with many things about life and health insurance advice, this simple explanation raises many questions, for example:

  • What do you want to achieve with a SOA?
  • How long should a SOA be?
  • How detailed sho...
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