AIA Financial Wellbeing have recently implemented enhancements to their referral process which will keep you better informed of your client’s journey with AIA Financial Wellbeing.
Now when you refer a client to AIA Financial Wellbeing, you will be notified when they have:
- received your client’s details
- made contact with your client
- tried to contact your client, but been unsuccessful
- booked your client in for a life insurance or health insurance quote or financial advice
If you have any questions, please don’t hesitate to contact the AIA Financial Wellbeing partnership team at AIAFWSales@aia.com.
Visit the AIA Resource Hub to find out more about AIA Financial Wellbeing.
If you have any questions, refer to your Vow Financial BDM.
