Life Insurance+

Technical guides

Title Reference Last updated
Life Insurance+ Statement of Facts pdf
AL03024 21-09-2020
Protection Occupation Guide pdf
AL99138 23-07-2020
Guide to Business Tracking pdf
AL97107 21-09-2020
Automatic underwriting requirements pdf
AL98002 17-09-2019
Technical guide to protection pdf
AL99016 20-08-2020
A guide to medical conditions and the underwriting process pdf
PT15357 05-11-2019
ALPS in focus Guide pdf
AL98070 21-04-2020

Policy Conditions

Title Reference Last updated
Life Insurance+ Policy Conditions pdf
AL50002 23-08-2020

Trust information

Title Reference Last updated
Aviva Survivor Trust (protection) pdf
AL53002 04-06-2020
Aviva Discretionary Gift Trust (protection) pdf
AL53003 29-05-2020
Information on online trusts pdf
AL53004 29-07-2020
Guide to trusts pdf
AL53005 09-04-2020
Deed of assignment (protection) pdf
AL53006 24-03-2020
Deed of appointment/retirement of trustees (protection) pdf
AL53007 25-03-2020
Deed of appointment of beneficiaries (protection) pdf
AL53008 24-06-2019
Expression of wishes (protection) pdf
AL53009 05-03-2020
Adviser guide to trusts pdf
AL99073 31-05-2019
Probate hurdles pdf
AL99074 21-09-2020
Benefits of trusts pdf
AL99075 30-06-2020
Guide for trustees pdf
PT38001 16-07-2019

Brochures

Title Reference Last updated
Critical illness cover conditions guide pdf
AL51006 11-03-2020
Support Services - customer facing guide pdf
PT15883 03-02-2020
Rental marketing guide pdf
PT15859 21-09-2020
Claims Report 2020 pdf
PT151062 21-06-2020
Support Plus guide pdf
AL54004 10-02-2020
Our Customer Stories pdf
PT151108 23-08-2020
Our Protection Products pdf
PT07280 24-08-2020

Policy Summary

Title Reference Last updated
Life Insurance+ Policy Summary pdf
AL50001 23-08-2020

Sales Aids

Title Reference Last updated
Critical Illness cover speedy guide pdf
AL99083 14-07-2019
Reasons why client suitability letters pdf
AL99136 20-08-2020
What happens next? pdf
PT15825 31-12-2019
Rental infographic pdf
PT15790 31-05-2019
Critical illness cover presentation pptx
PT07278 23-08-2020
Shield Checklist pdf
PT151097 23-08-2020
Selling Protection+ a step by step guide pdf
PT07281 23-08-2020
What is protection? PDF pdf
PT07279 23-08-2020
Our Protection Products pdf
PT07280 24-08-2020
MENU Sales Aid pdf
PT151037 27-05-2020
Reasons why client suitability letters pdf
AL99136 20-08-2020
Targeting the right renters pdf
PT15810 30-06-2019
Rental marketing guide pdf
PT15859 21-09-2020
The value of protection for renters infographic, on screen version pdf
PT15790 31-05-2019
What happens next? pdf
PT15825 31-12-2019
Support Services - customer facing guide pdf
PT15883 03-02-2020
What is critical illness cover - customer facing pdf
PT07244 01-10-2019
Life Insurance "What if?" A3 Poster pdf
PT07224_LI_A3 19-02-2019
Life Insurance "What if?" A4 Poster pdf
PT07224_LI_A4 19-02-2019

Forms

Title Reference Last updated
Personal Protection Application and Data Capture Form pdf
AL55001 10-07-2020
Access to Medical Reports Declaration (for ALPS products only) pdf
AL99021 16-05-2018
Fracture Claim payment form - 1 life covered pdf
IP01133 26-08-2020
Fracture Claim payment form - 2 lives covered pdf
IP01134 26-08-2020
ALPS Direct Debit Form pdf
AL99014 04-06-2019