Training & Development Support

We're here to help you expand your knowledge and skills to better support your clients and business

For New Advisers

For New advisers who would like to engage with AIA please contact: distribution.admin@sovereign.co.nz.

For Existing Advisers

Please contact your BDM to discuss the Training & Development options available to you.

If you have are experiencing technical issues while attempting to complete your assigned learning, please contact our training team directly at: NZ.AIALearning@aia.com

AIA Conduct Standards

We strive to ensure the best outcomes for our customers. Here you'll find our code of conduct.

Training Prior To 4th August

  • Training Resources - Income Protection, Life, Total Permanent Disablement and Health
    21 May 2019
    Bringing together the best of AIA and Sovereign

    Below is key information you'll need to help you understand the details around the latest release.

    • Product enhancement summary
    • Training Pack
    • FAQs: Product enhancements overview
    • Accreditation
    IP Enhancements
    • FAQs: IP product enhancements FAQs
    • TCM policy wordings:
      • Disability Income Protection Benefit Agreed Value
      • Disability Income Protection Benefit Indemnity
      • Loss of Earnings Benefit
      • Essential Disability Income Benefit
      • Rural continuity business income support benefit
      • Mortgage and Income Protection Benefit
      • Business Continuity Business Overheads Benefit Agreed Value
      • Business Continuity Business Overheads Benefit Indemnity
      • Business Continuity Benefit
      • Rural Continuity Benefit
      • Business Continuity Locum Cover Disability Income Benefit
    Life enhancements
    • FAQs: Life product enhancements FAQs
    • TCM policy wordings:
      • Life cover benefit
      • Family protection benefit
    TPD enhancements
    • FAQs: TPD product enhancements FAQs
    • TCM policy wordings:
      • Total permanent disablement
    Health enhancements
    • FAQs: Health product enhancements FAQs
    • TCM policy wordings:
      • Private health
  • Training Resources - Trauma Enhancements
    12 March 2019
    Bringing together the best of AIA and Sovereign

    We are bringing together the best and most complementary features of our two companies. A key first step of this is delivering a series of enhancements to align the existing AIA and Sovereign product ranges.

    The first set of enhancements is for the Sovereign Trauma products.

    • Training Pack
    • FAQs: AIA/Sovereign Product Enhancements 2019 FAQs
    • Policy Wordings:
      • TCM - Progressive Care personal
      • TCM - Progressive Care business
      • TCM - Comprehensive Living Assurance personal
      • TCM - Comprehensive Living Assurance business
    • Enhancement page
  • Training Resources 10.0.7 - Enhancements
    April 2018
    Income Protection Enhancements

    Here at Sovereign, we want to help you to have better Income Protection conversations with your clients. We've listened to your feedback, and implemented a number of exciting changes to our Mortgage and Income Protection and Income protection products so that you can build the best possible insurance plans to suit your clients' individual needs.

    Below is key information you'll need to help you understand the details around the latest release.

    • Training Pack: TCM - Enhancing Income Protection
    • Quick Fact Sheet: Income Protection Enhancements - Adviser Quick Fact Sheet
    • Enhancement page
  • Training resources - Health Enhancement
    14 December 2017
    Supporting clients' families in their time of need

    It's our mission to be there for your clients in their moments of truth. Our Waiver of Premium on Death, and Bereavement Grant benefits exist to do just that, by offering some financial relief in the event of a loss of a loved one.

    For these benefits, we've updated the 'self-inflicted act' exclusion. Now for customers who have health insurance for more than 13 months and pass away due to deliberate self-harm, their family members can access this extra financial help.

    Below is the key information to help you understand the details around this enhancement:

    • Training Pack: Health Enhancement - 14 December 2017
    • Policy Wordings: Private Health
    • Enhancement page

    These changes don't apply to staff MajorCare, EBS and Sure Health products.

  • Training resources 10.0.6 - Enhancements
    November 2017
    Making things easier for our customers and Advisers

    Your feedback and the insights we gather from our customers' claims experiences have helped us improve our health products and the quoting functionality in Illustrations. This November Release includes these updates as well as information on the annual CPI and policy fee updates.

    Below is the key information to help you understand the details around this latest release:

    • Training Pack: TCM & Health - November Release 2017
    • FAQs: November 2017 Release FAQs
    • Policy Wordings:Private Health
    • Enhancement page
  • Training resources 10.0.5 - Accidental Injury Cover
    Our new optional benefit

    From Friday 1st September 2017, new and existing customers (with a policy issued after February 2004 Illustrations version 8.3 or later) have the ability to take out Accidental Injury Cover alongside a core Sovereign TCM product from the Personal and Business range. This optional benefit provides customers with a lump sum payment to continue daily life while they recover from an accidental injury.

    Below is the key information to help you understand the details around this new product:

    • Training Pack: Accidental Injury Cover.
    • FAQs: Accidental Injury Cover FAQs.
    • Policy Wordings: For TCM Personal; For TCM PBusiness
    • Accreditation: You can complete the Accidental Injury Cover accreditation at http://aica.sovereignaccreditation.co.nz
    • Enhancement Page

    We've also created other resources to support you in the sales conversation:

    • Accidental Injury Cover Customer Scenario - self-employed plumber
    • Accidental Injury Cover Customer Scenario - stay at home mum
    • Disablement Roadmap Sales Tool
    • Examples of injuries that aren't covered
    • Customer Brochures: We've included some information about Accidental Injury Cover in each of our core TCM product brochures. You can find these on the other product pages on this website.
    • Customer facing product information on Sovereign.co.nz
    • Accidental Injury Cover customer flyer
    Accreditation reminder
    • Completion of 10.0.5 Accidental Injury Cover accreditation in relation to the introduction of this new optional benefit is compulsory for all Advisers selling the Sovereign product range.
    • Upon completion you will receive your accreditation certificate and 1 structured CPD credit.
    • For assistance in completing this accreditation please refer to the Accidental Injury Cover FAQs, the policy wordings and the other resources available to you above.
  • Training resources 10.0.4 - Covering Childhood
    Introducing trauma insurance for children

    Sovereign now provides parents with the opportunity to take out standalone comprehensive trauma insurance for their children, to help get the entire family through a difficult time.

    From 19th June 2017 we're lowering the entry age of personal Progressive Care and Comprehensive Living Assurance from 16 years down to 2 years of age.

    Below are some resources to help you understand the updates:

    • Training Pack: Introducing trauma insurance for children.
    • FAQs: Covering Childhood FAQs.
    • Accreditation: You can complete the Covering Childhood accreditation athttp://cca.sovereignaccreditation.co.nz/
    Accreditation reminder
    • Completion of 10.0.4 Covering Childhood accreditation in relation to Introducing trauma insurance for children is compulsory for all Advisers selling the Sovereign product range.
    • Upon completion you will receive your accreditation certificate and 1 structured CPD credit.
    • For assistance in completing this accreditation please refer to the Covering Childhood FAQs, the policy wordings and the other resources available to you on the enhancements page, as well as the Progressive Care and Living Assurance pages.