AIA Financial Wellbeing is excited to offer accredited brokers who are members of the Partner Connect program the opportunity to win one of two tickets to the AIA Diamond Club event in Osaka from 11-14 June 2025. The AIA Diamond Club recognises top performers in its distribution network.
Flights, transfers and accommodation all included for this exclusive experience!
The AIA Diamond Club event will include a range of activities including:
Please note if you make referrals to the AIA program you will need to include the following statement in your Credit Guide:
If I refer you to AIA, I might qualify for their ongoing promotion, which includes a chance to win an international trip to attend an AIA conference. More information will be included in my Credit Proposal.
If you are unsure of how to update your credit guide, please follow the steps outlined in the Setting up your user preferences Help article.
You will also need to add the following CP/PCA disclosure to the Other remuneration for loan submission field (for broker/organisation):
As discussed, I am referring you to AIA for personal advice service. As a result of this referral, I may qualify for their ongoing promotion, which includes a chance to win an international trip to attend an AIA conference.
If you are already accredited with AIA Financial Wellbeing, you can refer your clients for life cover, income protection or health insurance by using this Referral form and AIA will do the rest.
To send referrals to AIA Financial Wellbeing your brokerage needs to sign up to the Partner Connect program and then you need complete the AIA module in Learn Partner Connect: Insurance accreditation (litmos.com).
Keen to know the best moments to bring up referrals with your clients? Have a look at our other article, Mastering the moment: When to ask if customers want to be referred, which covers the ideal points in your customer journey to introduce AIA Financial Wellbeing and other partner offerings.