The client referral webform can be found here.
Resources for clients
Insurance
Broker tools & resources
Video resources
Duration 2:29
Why the right Life and TPD cover can be great for your clients
Frequently asked questions
To send referrals to AIA Financial Wellbeing (AIAFW) you are required to complete AIA’s registration process by viewing a short, recorded webinar in your own time. Once you have completed this webinar, a completion email and link to AIAFW’s referral webform will be sent to your email.
Yes, AIA Financial Wellbeing will provide referral payments for successful life insurance (Life, Total and Permanent Disablement, Trauma/Crisis Recovery and Income Protection) and health insurance policies issued or where clients accept Personal Advice. For referral payment details, please see AIA info on Vow Professional.
Yes, brokers are eligible for a 25% advice fee discount.
YBR Aggregation brokers and staff are also eligible for a 5% AIA Priority Protection discount.
YBR Aggregation brokers and staff are also eligible for a 5% AIA Priority Protection discount.
To ensure eligibility for your discount, please use this dedicated staff webform.
