Update on Successor Fund Transfer – AIA Superannuation Fund

At AIA we know the importance of having access to technical experts to help you provide exceptional service and grow your business. AIA’s Technical Education Centre of Excellence (TECE) is here to do just that. For today’s tip learn more about the Eligible Service Date (ESD), and how it determines the tax payable calculation for your clients who make a claim on a policy they hold within their superannuation fund.

Recently, AIA Vitality has started to hear from advisers that clients are telling their friends about this program. While this is fantastic news, we want to support you as much as possible in ensuing your current and prospective clients are hearing about AIA Vitality from you, or are being referred to you to learn more.

As your business partner we’re here to support you in growing your business, including helping you engage with prospective and new clients. To this end we have created and printed a limited number of full colour DL size postcards, perfect for including in a welcome pack, handing out at conferences and other events, or even for a letter box drop.