As a broker, you don’t need to be an expert in insurance, but you can raise the topic with your clients. Then, with their consent, refer them to AIA Financial Wellbeing who can explain the options, provide a quote and help them apply.

Broker Mark Yu (Prospero Fund) recently shared how partnering with AIA Financial Wellbeing has helped him deliver greater value to his clients (and topped up his monthly income).

 

“Partnering with AIA has been such an easy way to add value for my clients. It gives them peace of mind knowing their home and future are protected, while also strengthening my role as a broker who genuinely looks out for their best interests.” - Mark Yu

 

Watch the AIA webinar video on Learn to hear more from Mark about the secrets to his success 

(you must sign into Learn to access the video).

And remember, a successful sale means not only a better protected client, but a referral payment to you.

Tip: add AIA to your checklist in BrokerEngine Plus

• You can now add AIA to your checklist, so you never forget to have this important conversation with your clients
• Puts the referral link at your fingertips
• Drag and drop to place within the client journey exactly where it works for you
• Watch this short video to learn how 

How to refer 

To refer clients to AIA Financial Wellbeing, all you need to do is: 

1) Identify your client’s need for Life and/or Health insurance  

2) Submit referral on AIA Financial Wellbeing’s Webform

Once AIA Financial Wellbeing has received the client's details via the webform, a Wellbeing Insurance Consultant will contact your client within 48 hours. 

It is important to note when speaking to your client you must ensure that you do not provide any insurance advice.  This means that you can only provide purely factual information about the products without the addition of any value judgements or opinions.  This is because insurance advice is subject to Australian Financial Services Licensing (AFSL) requirements and there are significant penalties for providing unlicensed financial product advice. 

Not yet accredited?

To send referrals to AIA Financial Wellbeing your Master Agent or Brokerage Owner will need to sign up to the Partner Connect program.

If your brokerage has already joined Partner Connect, then you will need to complete the accreditation module in Learn. 

Additional information and resources 

 Visit the AIA Broker Hub for more information. 

This article has been provided directly by AIA and has not been authored, edited, or endorsed by AFG. The content is for general information purposes only and does not constitute financial product advice. AFG does not make any recommendation or representation regarding the products or services mentioned. Please refer to this article for details on your disclosure and compliance obligations when referring clients and receiving referral fees.