Insurance needs analysis checklist and reference guide

The checklist is designed to help you ensure you’re meeting the minimum compliance requirements related to insurance advice.

The insurance needs analysis guide is designed to provide guidance on the information required from your client, as well as how to complete an analysis.

This template can be downloaded as a Word document.

If you would like to customise this template please contact us, we are happy to help.

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Scale Up Paraplanning offers outsourced paraplanning support (one-off plans and full-time dedicated paraplanners) and outsourced admin/research support (one-off tasks and full-time dedicated resources) to help you reduce your back-office costs and have reliable and high-quality support staff.

Our paraplanners are some of the leading experts in our industry. We have mastered the use of XPLAN, Midwinter, Adviser Logic and Intelliflo and have developed processes and workflows that best fit in with your business.

It’s time you partnered with a leading, innovative paraplanning and consulting team.

Insurance needs analysis checklist and reference guide

Grow with confidence

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