Partner resources

The client referral webform is provided to you via email upon completion of AIA’s registration process. The webform can be accessed here. 

You can also find the link on Infynity. 

To send referrals to AIA Financial Wellbeing (AIAFW) you are required to complete AIA’s registration process including attestation via Infynity eLearning.

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 Infynity.

Yes, brokers are eligible for a 25% advice fee discount.

Finsure brokers and staff are also eligible for a 5% AIA Priority Protection discount. 
 

To ensure eligibility for your discount, please use this dedicated Finsure staff webform.

Contact your BDM. They will liaise with the AIA Partnership Team to help you with your query.