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Premium funding: It’s not rocket surgery (part 2). This is the second part in my blog post about premium funding. If you haven’t already, I recommend reading part 1 to get up to speed. In this part I’m going to cover what I think are reasonable steps to take in the preparation of your Statements of Advice to ensure. Premium funding: It’s not rocket surgery (part 1). Trowbridge report: Our summary.

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Clique Paraplanning | Australia's Best Paraplanners | cliqueparaplanning.com Reviews

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Premium funding: It’s not rocket surgery (part 2). This is the second part in my blog post about premium funding. If you haven’t already, I recommend reading part 1 to get up to speed. In this part I’m going to cover what I think are reasonable steps to take in the preparation of your Statements of Advice to ensure. Premium funding: It’s not rocket surgery (part 1). Trowbridge report: Our summary.

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Clique Paraplanning | Australia's Best Paraplanners | cliqueparaplanning.com Reviews

https://cliqueparaplanning.com

Premium funding: It’s not rocket surgery (part 2). This is the second part in my blog post about premium funding. If you haven’t already, I recommend reading part 1 to get up to speed. In this part I’m going to cover what I think are reasonable steps to take in the preparation of your Statements of Advice to ensure. Premium funding: It’s not rocket surgery (part 1). Trowbridge report: Our summary.

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cliqueparaplanning.com

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About | Clique Paraplanning

http://www.cliqueparaplanning.com/about

I’m Nick Topham, founder of Clique Paraplanning and the Hundred Dollar SoA Club. Clique Paraplanning is an Australian document focused paraplanning group offering a range of services centred on Statement of Advice preparation for financial advisers. Our aim is to entirely replace the SoA creation process currently in place in your practice so that you can focus on actually being an adviser rather than fighting with Microsoft Word yourself or supervising staff in their battle with the document demons.

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Premium funding: It’s not rocket surgery (part 2) | Clique Paraplanning

http://www.cliqueparaplanning.com/premium-funding-its-not-rocket-surgery-part-2

Premium funding: It’s not rocket surgery (part 2). Jul 12, 2015 Uncategorized. This is the second part in my blog post about premium funding. If you haven’t already, I recommend reading part 1. To get up to speed. In this part I’m going to cover what I think are reasonable steps to take in the preparation of your Statements of Advice to ensure that they cover the affordability of insurance premiums. Cost of insurance before and after your recommendations. I think it should be stated in the SoA that by us...

3

Blog | Clique Paraplanning

http://www.cliqueparaplanning.com/blog

A Summary of the Life Insurance Framework (LIF). Nov 8, 2015. On the 6/11/2015, Kelly O’Dwyer released the final Life Insurance Framework which is to be implemented starting 1 July 2016. If you’re interested, the full framework can be found here. To help you out, I’ve summarised the key points that have been released with the framework. There are really two main things that you, as an adviser, need to know about. Premium funding: It’s not rocket surgery (part 2). Jul 12, 2015. To get up to speed. We have...

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Trowbridge report: Our summary | Clique Paraplanning

http://www.cliqueparaplanning.com/trowbridge-report-our-summary

Trowbridge report: Our summary. Mar 31, 2015 Uncategorized. There has been a great deal of talk about the recently released Trowbridge report. While we usually do not take sides in the fee for service vs. commission debate we do not support any of the recommendations made in this report and believe if they were implemented they would be extremely detrimental to both advisers and the general public. We have compiled a brief summary of the recommendations made in the report so you can decide for yourselves.

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Premium funding: It’s not rocket surgery (part 1) | Clique Paraplanning

http://www.cliqueparaplanning.com/premium-funding-its-not-rocket-surgery-part-1

Premium funding: It’s not rocket surgery (part 1). Jul 2, 2015 Uncategorized. There has been some buzz recently about how affordability of premiums should be disclosed in Statements of Advice, mostly as a result of the comments ASIC made in report 413. Back in April. In that report they outlined a couple of egregious cases where advisers wilfully or negligently recommended insurance policies to clients who clearly could not afford them. Stating cashflow without considering tax. I can’t tell you how many ...

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hundreddollarsoaclub.com

Hundred Dollar SoA Club - Hundred Dollar SoA Club

http://www.hundreddollarsoaclub.com/deets.html

Hundred Dollar SoA Club. What is the Hundred Dollar SoA Club? The Hundred Dollar SoA Club is the risk specialist division of Clique Paraplanning. The Hundred Dollar SoA Club is based around volume. By sending a large portion (or all) of your SoA requests to us we are able to gain scale and average the time spent in the creation of the Statements of Advice. This scale is what allows us to write your SoAs quickly which in turn leads to very affordable pricing and very fast turnaround times.

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FAQ - Hundred Dollar SoA Club

http://www.hundreddollarsoaclub.com/faq.html

Hundred Dollar SoA Club. How much are personal risk only SoAs for members? What if it's for a couple? What if the recommended policies are held in a superannuation environment? Do you deal with other types of SoAs? Yes As a member of the Hundred Dollar SoA Club y. Ou have full access to. And their wide range of document focused paraplanning services. Are there ongoing fees? Do monthly credits carry over if I don't use them? No Your credits must be used each month and do accrue. How do I join?

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Clique Paraplanning | Australia's Best Paraplanners

Premium funding: It’s not rocket surgery (part 2). This is the second part in my blog post about premium funding. If you haven’t already, I recommend reading part 1 to get up to speed. In this part I’m going to cover what I think are reasonable steps to take in the preparation of your Statements of Advice to ensure. Premium funding: It’s not rocket surgery (part 1). Trowbridge report: Our summary.

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