Playbook 1: The Pre Advice Edition

Everything you need to know about introducing the health and wellbeing topic into conversations, and how & why to attach AIA Vitality. Playbook includes; AIA Vitality Partner & Rewards Overview, Adviser FAQs, AIA Vitality Terms and Conditions, AIA Vitality Positioning Guide, Fact Find Template, SOA Wording, AIA Vitality Process Overview, and information about health and wellbeing and the financial advice conversation.

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Playbook 2: The Technical Detail Edition

All the technical detail you need to compliantly include AIA Vitality in your conversations and SOA. Playbook includes; Premium Adjustment Rules, Premium Discounts Explained, AIA Vitality Partner & Rewards Overview, AIA Vitality Terms and Conditions.

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Playbook 3: The Get Your Client Going Edition

Everything you need to help your client get started on the program, and to make the most of it. Playbook includes; AIA Vitality Partner & Rewards Overview, Points Calculator Spreadsheet, Member Fast Start Guide, Get to 5,000 Points Guide and a Gym Guide.

 

Contact your AIA CDM to receive these Playbook items.

Playbook 4: The Keep Your Client’s Going Edition

Once your clients are moving through the program, we provide you with guidance and tools on how to further engage and support their journey. Playbooks includes; Email wording to send to clients at key milestones and for general encouragement, email header image, 2017 Health & Wellbeing Calendar template, ideas for monthly and weekly challenges for your clients and your staff and a promotional flyer with editable text for your contact details.

 

Contact your AIA CDM to receive these Playbook items.