Life Insurance+

Technical guides

Title Reference Last updated
Life Insurance+ Statement of Facts pdf
AL03024 07-12-2020
Protection Occupation Guide pdf
AL99138 23-07-2020
Guide to Business Tracking pdf
AL97107 18-05-2021
Automatic underwriting requirements pdf
AL98002 22-03-2021
Technical guide to protection pdf
AL99016 07-12-2020
A guide to medical conditions and the underwriting process pdf
PT15357 08-12-2020
ALPS in focus Guide pdf
AL98070 14-04-2021

Policy Conditions

Title Reference Last updated
Life Insurance+ Policy Conditions pdf
AL50002 22-02-2021

Trust information

Title Reference Last updated
Aviva Survivor Trust (protection) pdf
AL53002 15-04-2021
Aviva Discretionary Gift Trust (protection) pdf
AL53003 15-04-2021
Information on online trusts pdf
AL53004 29-07-2020
Guide to trusts pdf
AL53005 09-04-2020
Deed of assignment (protection) pdf
AL53006 15-04-2021
Deed of appointment/retirement of trustees (protection) pdf
AL53007 15-04-2021
Deed of appointment of beneficiaries (protection) pdf
AL53008 15-04-2021
Expression of wishes (protection) pdf
AL53009 15-04-2021
Adviser guide to trusts pdf
AL99073 31-05-2019
Probate hurdles pdf
AL99074 01-06-2021
Benefits of trusts pdf
AL99075 01-04-2021
Guide for trustees pdf
PT38001 20-04-2021
Bare Trust (Protection) form pdf
AL14004 07-04-2021

Brochures

Title Reference Last updated
Critical illness cover conditions guide pdf
AL51006 11-03-2020
Rental marketing guide pdf
PT15859 21-09-2020
Our Customer Stories pdf
PT151108 23-08-2020
Our Protection Products pdf
PT07280 07-12-2020
Individual protection claims report 2021 pdf
PT151147 28-04-2021

Policy Summary

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

Forms

Title Reference Last updated
Personal Protection Application and Data Capture Form pdf
AL55001 10-06-2021
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

Sales Aids

Title Reference Last updated
Protection Shield pdf
PT151071IFA 23-07-2021
Guide to Fracture Cover pdf
PT151125 12-09-2020
Life Insurance "What if?" A3 Poster pdf
PT07224_LI_A3 13-11-2020
Rental infographic pdf
PT15790c 31-05-2019
Targeting the right renters pdf
PT15810 30-06-2019
The value of protection infographic, print version pdf
PT15790 31-05-2019
Life Insurance "What if?" A4 Poster pdf
PT07224_LI_A4 13-11-2020
Reasons why client suitability letters pdf
AL99136 12-05-2021
Guide to Global Treatment pdf
PT151126 12-09-2020
Selling Protection+ a step by step guide pdf
PT07281 07-12-2020
What is protection? PDF pdf
PT07279 23-08-2020
Critical Illness cover speedy guide pdf
AL99083 14-07-2019
Shield Checklist pdf
PT151097 07-12-2020
What happens next? pdf
PT15825 31-12-2019
It won't happen to me infographic pdf
PT151157 12-05-2021
ALPS journey - Fair process notice pdf
AL55041 24-06-2021