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

Reasons why – individual protection

This guide provides examples for all scenarios where individuals are looking for cover and help with ‘reasons why’ letters.

Download Updated 18 Oct 20
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.

Download Updated 12 Feb 20
Income Protection - Sales Aid

This document explains the benefits of income protection for your clients.

Download Updated 08 Jun 21
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.

Critical Illness Choices – sales aid

Download our sales aid to understand how YourLife Plan Term Assurance with Critical Illness Choices can help your clients.

DOWNLOAD Updated 19 Oct 20
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.

Download Updated 31 May 18
Key3 - Sales Aid

Find out how our Key3 product can help your clients, providing cover for three common illnesses.

Download Updated 12 Feb 21
Key3 - Reasons why

This provides useful examples for a ‘reasons why’ letter and scenarios where Key3 is suitable

Download Updated 17 Mar 21
Sales Aid - Family Income Benefit

This guide helps you recommend AIG’s Family Income Benefit to your clients.

Download Updated 01 Jan 19
Instant Life Insurance - Sales Aid

View our sales aid to find out more about AIG Instant Life Insurance.

Download Updated 06 Jun 19
Instant - data capture form

This is a data capture form for Instant Life Insurance.

Download Updated 02 Aug 20
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.

Download Updated 20 Jun 21
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.

Download Updated 10 May 21
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.

Reasons why – individual protection

This guide provides examples for all scenarios where individuals are looking for cover and help with ‘reasons why’ letters.

Download Updated 18 Oct 20
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.

Download Updated 18 Jul 21
Reasons why - Care Cover with Whole of Life

Download Updated 10 Mar 21
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.

DOWNLOAD Updated 06 Aug 20
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.

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.

Download Updated 18 Jul 21
Whole of Life - Sales Aid

This guide takes a look into the different ways AIG's Whole of Life insurance can be used.

DOWNLOAD Updated 28 Jul 20
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 Adviser Guide

This Business Protection guide helps to support and streamline the advice process.

Download Updated 01 Sep 19
Reasons why - Business Protection

A guide to provide an example of what a ‘reasons why’ letter could contain.

Download Updated 30 Sep 19
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 tax considerations.

DOWNLOAD Updated 18 Jul 21
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 - Reasons why

This provides useful examples for a ‘reasons why’ letter and scenarios where relevant life insurance is suitable

Download Updated 29 Oct 20
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.

DOWNLOAD Updated 30 Sep 19
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.

DOWNLOAD Updated 30 Sep 19
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

Registered Group Life - Member guide

This document is for employees to understand how Registered Life cover works.

Download Updated 31 Mar 19
Excepted Group Life - Member guide

This document is for employees to understand how Expected Life cover works.

Download Updated 31 Mar 19
Spouses’ and Partners’ life cover - Member guide

This document is for employees to understand how Spouse/Partner cover works.

Download Updated 31 Mar 19
Group critical illness - member guide

This document is to help employees understand how their group critical illness cover works.

Download Updated 04 Jul 21
Group Income Protection - Member guide

This document is for employees to understand how Group Income Protection cover works.

Download Updated 31 Mar 19
Winston's Wish - interactive 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.

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.

Download Updated 31 Mar 19
Country codes

An outline of countries and their corresponding codes. For use when completing an online quote where members may live abroad.

Download Updated 31 Dec 20

Online system

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.

Download Updated 02 Jun 21

Smart Health: adviser toolkit

Email templates x4

Download Updated 16 Sep 20
Smart Health leaflet

Download Updated 16 Sep 20
Client letter templates

Download Updated 16 Sep 20
Email banner

Download Updated 16 Sep 20

Smart Health: employee benefits toolkit

Employee email templates

Download Updated 26 Jan 21
Smart Health employee leaflet

Download Updated 16 Mar 21
Employee letter templates

Download Updated 26 Jan 21
Email banner

Download Updated 26 Jan 21

More than financial support

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.

DOWNLOAD Updated 15 Jan 21
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.

Download Updated 31 Jul 18
Winston's Wish - interactive 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.

READ MORE Updated 21 Aug 20
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.

READ MORE Updated 21 Aug 20

Reasons why

Key3 - Reasons why

This provides useful examples for a ‘reasons why’ letter and scenarios where Key3 is suitable

Download Updated 17 Mar 21
Reasons why – individual protection

This guide provides examples for all scenarios where individuals are looking for cover and help with ‘reasons why’ letters.

Download Updated 18 Oct 20
Reasons why - Business Protection

A guide to provide an example of what a ‘reasons why’ letter could contain.

Download Updated 30 Sep 19
Relevant Life Insurance - Reasons why

This provides useful examples for a ‘reasons why’ letter and scenarios where relevant life insurance is suitable

Download Updated 29 Oct 20
Reasons why - Care Cover with Whole of Life

Download Updated 10 Mar 21

Immediate

Immediate cover

While an application is being assessed, AIG can provide your client with temporary cover.

Download Updated 18 Jul 20

Claims

Probate factsheet

This fact sheet provides useful information on probate and how it works.

Download Updated 27 Jan 20

AIG Financial Strength

AIG Financial Strength

This pdf explains our financial strength ratings for both AIG Life and AIG.

Download Updated 18 Feb 21