Module 1 - Growing your business with health and wellbeing

Everything you need to know about introducing health and wellbeing into your conversations with clients. Learn about how AIA Vitality fits into the financial advice conversation.
 

Download module

Module 2 - Starting Your Clients with AIA Vitality

The quicker members activate their AIA Vitality accounts and earn their first reward the better the outcomes. Use these resources to create a starter pack for your new AIA Vitality members.

Download module

Module 3 - Understanding where your clients are at

Access AIA Vitality reporting to understand how engaged your clients are with their AIA Vitality membership and how you can support them.

 

Download module

Module 4 - Motivating your clients to get to Gold

Studies show that even those clients who rate health as a top priority often struggle to turn their intentions into action. Access a range of flyers, emails and other communication tools to connect with your clients and help them achieve their milestones. 

 

Download module

Module 5 - Using AIA Vitality to communicate with your clients

The AIA Vitality program provides advisers with over 70 touchpoints to use in communicating with AIA Vitality clients throughout the year. Positive and engaging, these serve to reinforce the value that you provide your clients as their financial adviser.

 

Download module

Module 6 - How to host a wellness event

AIA Vitality Wellness Days or Wellness Events are a great way to deepen connections with your clients. The benefits extend far beyond the rewards clients are eligible to achieve through their AIA Vitality membership.

Download a summary and contact your AIA CDM to organise your Wellness Event.

 

Download summary

Module 7 - AIA Digital library

Many resources are available electronically – you easily email them to your clients to improve their engagement with the program.

 

Download module

Module 8 - Adviser Resources

Access a range of resources that support the integration of health and wellness into your financial advice conversation. These include AIA Vitality positioning, Adviser SOA wording and Adviser FAQs.
 

Download module