How AIA can help your clients

Transcript
17 April 2024
Transcript
In this video, AIA Financial Wellbeing's CEO Pina Sciarrone explains the importance of having the right insurance in place, and how your clients can benefit from getting life and health insurance from AIA.
00:03
Hi, I’m Pina Sciarrone.
00:05
At AIA
00:05
Financial Wellbeing we’re passionate
00:08
about ensuring Australians
00:09
have access
00:10
to affordable,
00:11
reliable, straightforward
00:12
insurance solutions
00:14
and financial advice
00:16
because we understand how
00:17
financial wellbeing
00:18
supports overall wellbeing.
00:21
We are delighted to be partnering
00:22
with you
00:23
to offer life
00:24
and health insurance
00:25
solutions to your clients.
00:27
As you know, a home
00:29
loan is often the biggest debt
00:30
your client takes on in their life
00:33
and having the right protection in place
00:35
in case life
00:36
throws them a curveball is so important.
00:40
I’ve worked in the life
00:41
insurance industry
00:42
for a number of years now
00:44
and I’ve seen how having that cover in
00:47
place can take the financial pressure off
00:49
at that can be
00:51
incredibly difficult
00:53
dealing with a life-changing illness,
00:55
injury or death in the family.
00:58
AIA Financial
00:59
Wellbeing is backed by AIA Australia,
01:01
which has been
01:02
in the life
01:02
insurance business more than 50 years,
01:06
protecting more than 5.7 million clients
01:09
and won the ANZIIF Life
01:10
Insurance Company of the year in 2023.
01:14
At the heart of our proposition,
01:16
we strive to help
01:17
all of our clients lead healthier,
01:20
longer, better lives.
01:21
We do this
01:22
in a number of ways,
01:23
including with AIA Vitality,
01:25
our science backed,
01:27
health and wellbeing program,
01:28
which rewards your clients
01:30
for living better
01:31
and is integrated
01:32
with our Health and
01:33
Life insurance offering.
01:34
AIA Vitality members get up to 17.5%
01:37
initial discount
01:39
on eligible AIA Australia policies.
01:41
Over time,
01:42
it could
01:43
decrease the cost of your client’s
01:45
premiums.
01:46
Making a difference in people’s lives
01:48
that’s what AIA is all about.
01:51
And the AIA
01:52
Financial Wellbeing team
01:54
plays a key role in that.
01:56
We can help your clients
01:57
to get the peace of mind
01:59
that having insurance in place brings –
02:02
We do this
02:03
through on the spot quotes for Life
02:06
Insurance and/or Health Insurance
02:08
Help with the application process
02:10
Multi-policy discounts
02:11
if your client gets both Life
02:13
and Health Insurance
02:15
And if your client needs personal
02:17
financial advice,
02:19
our team of financial planners
02:21
are ready to assist.
02:22
Maybe you already have aclient who already
02:26
life insurance, perhaps through their
02:28
super we can still help them with a quote
02:30
for AIA
02:30
life insurance
02:31
which they can compare
02:32
to their existing cover
02:34
Our Health team also offers
02:35
an obligation-free
02:37
review of your client’s
02:38
existing health insurance
02:40
to compare against AIA health insurance –
02:43
because much like life insurance,
02:45
health insurance
02:46
shouldn’t be ‘set and forget’
02:48
As life
02:48
changes the
02:49
kind of cover you need also changes.
02:52
And your client may
02:53
also want to compare cost.
02:55
You may already have a relationship
02:57
with a financial planner.
02:58
We respect that, of course,
03:00
but you can still help your clients
03:02
with their health and life insurance
03:04
by referring them to us
03:05
for review and a quote.
03:07
Best of all,
03:08
there is no cost for your clients
03:10
to get a quote through AIA
03:11
Financial Wellbeing.
03:12
And of course, a successful
03:14
referral means a referral payment to you,
03:17
a great outcome for your client
03:19
and for you.
03:20
We look forward to working together
03:23
to protect
03:24
and enhance
03:25
the financial wellbeing of your clients.

Copyright © 2024 AIA Financial Services Pty Limited (ABN 68 008 540 252, AFSL 231109), trading as AIA Financial Wellbeing. All rights reserved. This information is current at the date of this publication and is subject to change. This provides general information only, without taking into account factors like the objectives, financial situation, needs or personal circumstances of any individual and is not intended to be financial, legal, tax, health, medical, nutritional or other advice. Before acting on the information in this publication, individuals should consider its appropriateness having regard to such factors.