How it works for Life Insurance Advisors
Advisor-e combines formal risk management and project feasibility templates to enhance the value of your service offer to business owners.
Start by identifying the risks & opportunities facing the business owner
Collaborate with the business accountant to quantify the financial loss or opportunity using the models found in Advisor-e
Prepare your client report using the Advisor-e share transfer & key person models & collaborate with the business lawyer to document the shareholder's wishes
Manage the entire engagement using the automated action plan reminders hosted in Advisor-e
Support the business owner and their professional advisors via the Formal Risk Management framework hosted in Advisor-e
Watch How Advisor-e Works For Life Insurance Advisors...
Cash Volatility Analysis
Indicative Business Value Model
Revenue/Feasibility Scenario Model
Business Insurance Values calculation model
Client Business Insurance report
Example share transfer deed on offer
