It was great to have feedback from a few advisers that have requested copies of our draft one page life and health insurance plans. We
Tag: Advicemonster
In a recent newsletter we mentioned that we were in the process of developing a one page personal risk plan summary for Advicemonster (our system
The current AdviceMonster process captures scope limitations and automatically reflects that in the SOA, as well as providing scope for advisers to further explain or
We have scheduled an Advicemonster Demonstration with Russell and Treena on Tuesday, 22 June 2021 11:00 AM to 12:00 PM. In this session, we will
The Quotemonster team have been working hard to improve the services that we offer our advisers. Listed below are the major enhancements that we have
PLEASE READ: important information for compliance with the implementation of FSLAA on 15 March To help you prepare for the implementation of the Financial Services
Effective 1 April 2021 pricing will change for QPR and Advicemonster subscriptions. Quoting remains free! There will be no increase for Admin/Compliance Logins which remains
Do you subscribe to Advicemonster? If so, you are now able to download a pdf version of the needs analysis questions as shown in the
As a result of a number of requests we have provided another option of the SOA format for Advisers to choose from. The new option has the