The Employee Benefit financial advice toolkit

To deliver the best advice, advisers need practical tools that simplify day-to-day work — from client onboarding to compliance. This toolkit includes everything you need to stay professional, efficient, and adviser-ready.

Essential Resources

Compliance Documents

• FAIS license copies
• B-BBEE certificates

Client Materials

• Benefits comparison tools
• Customizable presentations

Templates

• Client meeting agenda
• Benefits review checklist