The client referral webform can be found here.
You can also find the link on the AFG Lenders hub.
Broker tools & resources
Video resources
Duration 2:29
Why the right Life and TPD cover can be great for your clients
Frequently asked questions
To send referrals to AIA Financial Wellbeing (AIAFW) you are required to complete AIA’s registration process including attestation via AFG’s learning management system (Learn).
Yes, AIA Financial Wellbeing will provide referral payments for successful life insurance (Life, Total and Permanent Disablement, Trauma/Crisis Recovery and Income Protection) and health insurance policies issued or where clients accept Personal Advice. For referral payment details, please see AIA info on Lenders.
Yes, brokers are eligible for a 25% advice fee discount.
AFG brokers and staff are also eligible for a 5% AIA Priority Protection discount.
AFG brokers and staff are also eligible for a 5% AIA Priority Protection discount.
To ensure eligibility for your discount, please use this dedicated AFG staff webform.
