The Children’s Cover strategy in AdviserLogic’s Digital Advice module is a Custom Strategy that allows advisers to include or recommend insurance cover for a client’s children as part of a broader family protection plan. This strategy provides a pre-filled template text you can tailor for Statement of Advice (SoA) documents when advising on child-specific insurance needs.

Including children’s cover in your advice helps address financial protection for dependants in the event of severe illness or accidental injury, supporting a holistic risk profile for families.

The Childrens Cover Insurance Strategy is a Custom Strategy, a template with prefilled text relevant to the recommendation, rather than a strategy that calculates data.
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Custom strategies are designed to reduce the time and effort required for drafting in the advisory process. By providing pre-filled text data relevant to the selected strategy, advisors do not need to start from scratch, saving valuable time.
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To learn more about Strategy Types, please read the Strategy Cheat Sheet.
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Please follow the step-by-step instructions below to prepare advice for the Childrens Cover Insurance Strategy.
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From the Digital Advice - Scenarios Screen, select the Add Scenario icon.
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Select the Client the advice is for, or select Joint to create advice for your client and partner. Select the type of advice ( SoA or RoA), then Proceed To Scope.

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Select the Childrens Cover Insurance Strategy from the Strategy screen, then select Proceed. Link the client's Goals or skip this step.
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To adjust your Advice text, use the Editor Tool at the top of a Word document-inspired page.
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It's a user-friendly feature enabling you to customise your text as needed.
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To help you with your task, the text area has been designed with a main heading followed by a blank section allowing you to make your case for purchasing Childrens Cover Insurance.
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You may also edit the advice document from within the scenario by selecting the Preview button from the top right of any screen within a digital advice scenario and following the Advice Editing Instructions.
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After editing the text to your liking, select the Proceed to Disclosure Fees button at the bottom right of the screen. From there, add your fees and complete your advice.
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After completing the advice, you may add any previously created cashflow modelling to the scenario by selecting the Link Cashflow option from the Scenario Tile. The cashflow tables will be drawn into the final advice document.
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