Enzumo’s Document Library
Enzumo has developed a suite of advice document outputs including fact find, SOA, ROA, and review documents, built using Enzumo’s advice wizards in XPLAN.
These documents are kept up to date with legislative changes, can be customised to meet the needs of your business, and incorporate the Enzumo library of of strategies and products for SOA and ROA recommendations.
There are over 200 strategies and 10 strategy flyers across aged care, business insurance, cash, centrelink, debt, estate planning, insurance, investment, retirement, SMSF, and superannuation in the library.
The strategies are updated annually, or when there is a major change, and the strategy flyers are updated quarterly to ensure all the Centrelink figures and superannuation rules and limits are all up to date.
There is also text for 60 Investment products and 12 Insurance products.
Additional strategies and products can be developed and added to sites, as required.
