As you may have seen from presentations at the National Conference, roadshows or via webinar, we have partnered with AIA Financial Wellbeing which allows you to refer your clients for general advice on life insurance, income protection and health insurance.
AIA Financial Wellbeing is backed by AIA Australia, a leading life insurance specialist with more than 50 years’ experience protecting the lives of more than 3.8 million Australians.
The benefits of referring your clients
A home loan is often the biggest financial commitment your client takes on in their life, and having appropriate personal protection in case life throws them a curveball can be really important. Referring your clients to AIA Financial Wellbeing for life and health insurance can help you achieve your business goals because:
- you’ll receive referral payments for successful insurance policies issued
- it will enhance your holistic service proposition, improve client retention and drive loyalty
- it can help grow client engagement by providing a new touch point
Referring is easy
All you need to do is spot your client’s need for life, income protection or health insurance and complete the simple AIA Financial Wellbeing Referral Form and they’ll do the rest. Many of our brokers have registered and are already enjoying receiving referral payments. Watch this 3 minute video to see how easy it is to refer.
If you’re not already registered, get accredited today
- Log into VOW Professional and search for AIA Financial Wellbeing.
- Watch the AIA Financial Wellbeing webinar. It covers who AIA Financial Wellbeing is, their proposition and the process for your clients.
- After watching, you’ll receive a registration confirmation email that contains a link to the Referral Form so you can start referring straight away.
More information
Here are some FAQs answered and a flyer you can share with your clients which explains AIA’s offering. These resources are also available on VOW Professional.
If you have any questions, refer to your Vow Financial BDM.
