The 5-Step Process
ProcessAverage between 6 and 8 weeks to gather all ceding information from an LOA stage (Will vary depending on provider)
Triage stage
Step 1
Submit Your Case
We will then analyse your case and assign the case to a specialist paraplanner based on the complexity
Step 2
Send Letters of Authority
We will check ceding scheme information and gather any missing information, complete necessary checks
Step 3
Complete CYCs
Confirm with partner the CYC results and if the Pre-approval case can proceed
Paraplanning stage: Can be between 1 and 6 days (will vary depending on the quality of the CFR and clear advice)
Paraplanning stage
Step 4
Prepare Case for Business Assurance
We will complete report/letter, create illustrations, advice sets and complete checklists
Step 5
Seek Approval from Business Assurance
Finally, we will provide the partner with Letter/Report and all necessary documentation
We Offer a Wide Variety of Services
Our ServiceSending Letters of Authority
We send out letters of authority on your behalf or chase any missing information.
Gather Plan Information
We request and review all required information for Business Assurance approval.
Critical Yield Calculations
We complete all required comparisons to confirm if a case is viable.
Preparation of Suitability Reports & Letters
We create all types of required Letters/Reports for you and your client.
Creation of Illustrations & Advice Sets
We create all relevant illustrations and advice sets needed for all types of cases for Business Assurance.
Submit Cases for BA Approval
We complete all cases to approval along with sending all required documentation needed for your meeting.
Tax Calculations
We check and complete any and/or all required tax calculations.