Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Personal Protection - Adviser Portal Library - Life Insurance+

Technical guides

Title Reference Other versions
A guide to medical conditions and the underwriting process (427912kb) PT15357 Black & white document for A guide to medical conditions and the underwriting process (422895kb)
Life Insurance+ Statement of Facts (98kb) AL03024 -
Guide to Business Tracking (165kb) AL97107 Black & white document for Guide to Business Tracking (133kb)
Automatic underwriting requirements (160kb) AL98002 Black & white document for Automatic underwriting requirements (156kb)
Technical guide to protection (821kb) AL99016 Black & white document for Technical guide to protection (877kb)
Critical Illness quick reference guide (69kb) AL99083 Black & white document for Critical Illness quick reference guide (66kb)

Forms

Title Reference Other versions
Access to Medical Reports Declaration (for ALPS products only) (518kb) AL99021 Black & white document for Access to Medical Reports Declaration (for ALPS products only) (517kb)
Personal Protection Application and Data Capture Form (1881kb) AL55001 -
Separation benefit application form - for life insurance, critical illness cover and whole of life insurance (701kb) AL99027 -
Renewal, conversion or replacement application form - for life insurance or critical illness cover (772kb) AL99034 -
Life event benefit - additional cover for life insurance or critical illness cover (821kb) AL55026 -
ALPS Policy change application form - for life insurance and critical illness cover (1403kb) AL55023 -
Fracture Claim payment form - 1 life covered (556kb) IP01133 -
Fracture Claim payment form - 2 lives covered (557kb) IP01134 -

Trust information

Title Reference Other versions
Adviser guide to trusts (173kb) AL99073 Black & white document for Adviser guide to trusts (170kb)
Probate hurdles (101kb) AL99074 Black & white document for Probate hurdles (99kb)
Aviva Survivor Trust (protection) (609kb) AL53002 Black & white document for Aviva Survivor Trust (protection) (609kb)
Aviva Discretionary Gift Trust (protection) (607kb) AL53003 Black & white document for Aviva Discretionary Gift Trust (protection) (607kb)
Information on online trusts (148kb) AL53004 Black & white document for Information on online trusts (145kb)
Guide to trusts (150kb) AL53005 Black & white document for Guide to trusts (147kb)
Deed of assignment (protection) (104kb) AL53006 -
Deed of appointment/retirement of trustees (protection) (103kb) AL53007 -
Benefits of trusts (389kb) AL99075 Black & white document for Benefits of trusts (287kb)
Guide for trustees (435kb) PT38001 Black & white document for Guide for trustees (309kb)
Deed of appointment of beneficiaries (protection) (116kb) AL53008 -
Expression of wishes (protection) (93kb) AL53009 -

Sales Aids

Title Reference Other versions
Protecting your clients, made easier-sales aid (1878kb) PT15937 -
Children' benefit sales aid (842kb) PT15744 Black & white document for Children' benefit sales aid (540kb)
Extra Care Cover technical sales aid (323kb) PT07237 -
Multiple Sclerosis infographic (74kb) PT07203 -
ALPS journey - Fair process notice (120kb) AL55041 -
Targeting the right renters (3252kb) PT15810 -
The value of protection for renters infographic, on screen version (202kb) PT15790 -
Timeline of decline infographic, on screen version (202kb) PT15808 -
Individual Protection Claims Report 2019 (5048kb) PT15943 -
Our High Value team (224kb) AL98059 Black & white document for Our High Value team (197kb)
Reasons why client suitability letters (175kb) AL99136 -
Critical illness cover sales aid (3201kb) AL51044 Black & white document for Critical illness cover sales aid (3205kb)
Support Services - customer facing guide (3069kb) PT15883 Black & white document for Support Services - customer facing guide (1602kb)
Rental marketing guide (1597kb) PT15859 -
What happens next? (456kb) PT15825 Black & white document for What happens next? (320kb)
Infographic -Family Finances 2018 (108kb) AL98063 Black & white document for Infographic -Family Finances 2018 (108kb)
Life Insurance Claims Sales Aid (79kb) PT15950 -

Policy Summary

Title Reference Other versions
Life Insurance+ Policy Summary (402kb) AL50001 Black & white document for Life Insurance+ Policy Summary (397kb)

Policy Conditions

Title Reference Other versions
Life Insurance+ Policy Conditions (595kb) AL50002 Black & white document for Life Insurance+ Policy Conditions (590kb)

Brochures

Title Reference Other versions
Protection Occupation Guide (495kb) AL99138 Black & white document for Protection Occupation Guide (491kb)
Baby Sarah Global Treatment case study (142kb) PT15870 Black & white document for Baby Sarah Global Treatment case study (123kb)
Maxines case study (84kb) PT15867 -
Life Insurance+ in focus guide (1131kb) AL50003 Black & white document for Life Insurance+ in focus guide (775kb)
Support Plus guide (611kb) AL54004 Black & white document for Support Plus guide (556kb)
Guide to Global Treatment (1418kb) AL99070 Black & white document for Guide to Global Treatment (910kb)
Guide to Fracture Cover (641kb) AL99071 Black & white document for Guide to Fracture Cover (479kb)
Guide to Extra Care Cover (290kb) AL99072 Black & white document for Guide to Extra Care Cover (198kb)