The client referral webform can be accessed here.
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 by viewing a recorded webinar in your own time, available on your learning platform. Once you have completed this webinar, you’ll be sent a completion email and link to AIAFW’s client referral webform.
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 YBR Professional.
Yes, brokers are eligible for a 25% advice fee discount. Yellow Brick Road brokers and staff are also eligible for a 5% AIA Priority Protection discount. To ensure eligibility for your discount, please use this dedicated YBR staff webform.
