Use our advice strategy library to streamline your advice process
Let us do the heavy lifting with your technical content, so that you stay current with changing legislation and new strategies.
No more searching Google for missing technical content.
A comprehensive advice strategy library across 120+ strategies and 10 advice areas, all ready for advice production use within your practice or outsourcing business. Not only developed by technical experts, they are regularly updated and new content added.
Need education flyers?
As well as a comprehensive library of technical content to use in advice documents, we have 50+ strategy flyers you can provide clients. This an easy way to increase engagement around the strategies you recommend to your clients. We keep them up to date, and we're adding to the content regularly.
What is included in the Advice Library?
No more looking for missing strategies you or your team might need, we have it all included in Advice Library.
Need flyers to give to clients? We've got you covered with 50 (and growing) flyers you can provide to clients.
If you need SOA and ROA templates, we've got those for you too. All of your advice document needs in the one place.
SOA-ready product summaries covering all major life insurers. No need to go searching for missing content.
Advice Areas
How our pricing works
$70*
Per user and up to 10 Authorised Representatives in your organisation.
Features
For your organisation's first 10 Authorised Representatives (AR), it's $70 per month plus GST. For more than ten advisers, it will be $50 per AR between 11 and 50 advisers. For more than 50 ARs, it will be $40 per adviser after that. Please contact us about any custom pricing.
For example:
- 10 Authorised Representatives (AR) = $700 + GST per month
- 17 Authorised Representatives (AR) = $1,050 + GST per month
- 80 Authorised Representatives (AR) = $3,900 + GST per month
*All prices are excluding GST
Find out more about the Advice Library
Want to learn more about our technical content packages? Book a call or request more information.
Some frequently asked questions
Once you have signed up for the service, our team will send you all the content within the same day.
We will invoice you monthly. If you would like to pay quarterly or annually just let us know. You can also subscribe via credit card monthly, quarterly or annually.
Our minimum initial period is 12 months. Once you are past the 12 months, you can cancel at any time.
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