Literature for advisers
Access all the literature to help you and your clients in one handy and easy to use place. Use the tabs below.
Individual Protection
YourLife Plan
Reasons why – individual protection
This guide provides examples for all scenarios where individuals are looking for cover and help with ‘reasons why’ letters.
Investment IHT - Sales Aid
This guide offers an overview of the simple and cost-effective solution to cover the 2-year inheritance tax (IHT) liability on Business Relief-qualifying investments.
Income Protection
Income Protection - Sales Aid
This document explains the benefits of income protection for your clients.
Income Protection calculator
Our tool shows the likelihood of your client becoming ill and how quickly savings can run out if they are unable to return to work.
Term Assurance with Critical Illness Choices
Critical Illness Choices – sales aid
Download our sales aid to understand how YourLife Plan Term Assurance with Critical Illness Choices can help your clients.
A guide to Critical Illness Choices
Read more about our grouped conditions and the definitions we use in our YourLife Plan Term Assurance with Critical Illness Choices product.
AIG Case Study - Steve
Read Steve's story about how AIG was there to support him after suffering a shocking illness.
Family Income Benefit (FIB)
Sales Aid - Family Income Benefit
This guide helps you recommend AIG’s Family Income Benefit to your clients.
Instant Life Insurance
Instant Life Insurance - Sales Aid
View our sales aid to find out more about AIG Instant Life Insurance.
Instant - data capture form
This is a data capture form for Instant Life Insurance.
Instant Life Insurance - Underwriting guide
This guide takes you through the underwriting rules for our Instant Life insurance. Underwriting decisions may differ due to the coronavirus pandemic.
Instant Life vs YourLife Plan - comparison table
This guide is a comparison of our YourLife Plan – Term Assurance and Instant Life Insurance and highlights the product and underwriting differences.
Portfolio Protection calculator
This tool can be used to calculate the life cover required to protect the current shortfall in a client's investment portfolio against the impact of their death before retirement.
Start Range
Reasons why – individual protection
This guide provides examples for all scenarios where individuals are looking for cover and help with ‘reasons why’ letters.
Care Cover with Whole of Life Insurance
Enhanced gift trust - sales aid
Read on to learn how our wealth planning proposition is designed to help your clients enhance their returns on Gift Trust and Discount Gift Trusts investments. It can also help them prepare for the costs of later-life care.
Reasons why - Care Cover with Whole of Life
Care Cover with Whole of Life - adviser guide
This guide outlines how Care Cover with Whole of Life can support later life care requirements and identifies the need for having this kind of financial protection in place.
Care Cover with Whole of Life calculator
This tool can be used to calculate how much protection your client will need to make an adequate provision for the cost of their later life care.
Whole of Life Insurance
Enhanced gift trust - sales aid
Read on to learn how our wealth planning proposition is designed to help your clients enhance their returns on Gift Trust and Discount Gift Trusts investments. It can also help them prepare for the costs of later-life care.
Whole of Life - Sales Aid
This guide takes a look into the different ways AIG's Whole of Life insurance can be used.
Legacy gift calculator
This calculator can be used to compare the 'return' on a Whole of Life policy with a compounded investment at an assumed age of death of the client.
Business Protection
Business Protection
Business Protection Adviser Guide
This Business Protection guide helps to support and streamline your advice process.
Reasons why - Business Protection
A handy guide to provide an example of what a ‘reasons why’ letter could look like.
Business Protection - Quick reference guide
This document is a snapshot of our Business Protection offering, containing an overview of the types of cover on offer, how to determine a cover amount, features and benefits and those all-important tax considerations.
Business Protection calculator
This tool can be used to produce a report summarising a business's needs, and recommendations for protecting its most valuable assets - its people.
Premium equalisation calculator
Premium equalisation can help maintain the commerciality of an ownership succession arrangement using a business trust, by sharing the cost of premiums between the shareholders/partners/members.
Relevant Life Insurance
Relevant Life Insurance - Reasons why
This provides useful examples for a ‘reasons why’ letter and scenarios where relevant life insurance is suitable
Relevant Life - Features table
Discover the key features and benefits of AIG Life's Relevant Life Insurance with this simple and easy to use table.
Relevant Life - Adviser guide
With our Relevant Life adviser guide, get to grips with the basics of the cover, learn more about how to set it up and the tax efficiencies and find out why AIG.
Relevant Life calculator
You can use this tool to calculate the maximum amount of Relevant Life cover a customer can have with AIG. It compares the cost of Relevant Life to personal cover.
Group Protection
Member guides
Registered Group Life - Member guide
This document is for employees to understand how Registered Life cover works.
Excepted Group Life - Member guide
This document is for employees to understand how Expected Life cover works.
Spouses’ and Partners’ life cover - Member guide
This document is for employees to understand how Spouse/Partner cover works.
Group critical illness - member guide
This document is to help employees understand how their group critical illness cover works.
Group Income Protection - Member guide
This document is for employees to understand how Group Income Protection cover works.
Other guides
Winston's Wish guide
Read our guide to learn more about the support on offer from Winston’s Wish and how their experts help children and young people face the future with hope and lead full and flourishing lives.
Quote and on risk process
Our 'how to' guide outlines how to register for our online quote system, how to run a quote online and find out what happens once a policy has gone on-risk.
Single premium rates and year two costs
An overview of single premium rates where we charge the exact premium due for the cover provided which is normally guaranteed for two years.
Country codes
An outline of countries and their corresponding codes. For use when completing an online quote where members may live abroad.
Admin and accounting guide
Whatever the size of your client’s business, our administration process allows us to match the right service to the right client.
Online system
Online servicing guide
Online servicing guide
This guide will show you ways you can use our online servicing to check the status of applications or make changes to your clients details.
More than financial support
Useful resources
Remortgages and protection - sales aid
Our guide highlights why remortgages are a great opportunity to talk about protection. Find out more about how to check your client’s financial protection still suits their circumstances.
Business quality guide
Our guide illustrates a clear, objective focus for each stage of the sales process, from lead generation to retention, with the common aim of improving your customer journey, quality and profitability of your protection business.
Best Doctors - Guide
Find out how Best Doctors gives your clients access to an invaluable second medical opinion service.
Winston's Wish guide
Read our guide to learn more about the support on offer from Winston’s Wish and how their experts help children and young people face the future with hope and lead full and flourishing lives.
Suicide prevention training directory
This guide from Action for Suicide Prevention in Insurance (ASPiiN) helps you be prepared, have the confidence to deal with suicide prevention awareness and deal with the situation as professionally as possible.
Talking about suicide on your website
There are many reasons why you might need to mention suicide on your website or in other materials. Action for Suicide Prevention in Insurance (ASPiiN) have prepared this guidance with support from the Samaritans with some key things you should bear in mind.
Reasons why
Reasons why - suitability wording
Key3 - Reasons why
This provides useful examples for a ‘reasons why’ letter and scenarios where Key3 is suitable
Reasons why – individual protection
This guide provides examples for all scenarios where individuals are looking for cover and help with ‘reasons why’ letters.
Reasons why - Business Protection
A handy guide to provide an example of what a ‘reasons why’ letter could look like.
Relevant Life Insurance - Reasons why
This provides useful examples for a ‘reasons why’ letter and scenarios where relevant life insurance is suitable
Reasons why - Care Cover with Whole of Life
Immediate
Immediate cover
Immediate cover
While an application is being assessed, AIG can provide your client with temporary cover.
Claims
Claims literature
Probate factsheet
This fact sheet provides useful information on probate and how it works.
AIG Financial Strength
Financial Strength Information
AIG Financial Strength
This pdf explains our financial strength ratings for both AIG Life and AIG.