Choice with multiple insurance providers

Offer your clients group and retail insurance options through a number of leading insurance providers.

Overview

Protecting your clients has never been easier

Insurance should be considered in the creation of any financial plan. With Netwealth you can offer your clients a choice of leading insurance providers and options. Premiums for a linked personal insurance policy can be paid for from a Netwealth account.

Group insurance

Through Super Accelerator accounts, provide your clients with a group insurance offer that has competitive premiums based on group rates with flexible definitions. Includes Death, Total & Permanent Disablement (TPD) and Income Protection Insurance (IP).

LifeWRAP retail insurance

Set up a personalised and tailored solution for your clients with Netwealth LifeWRAP individual policy available through both Super Accelerator and Wealth Accelerator. Death, Total & Permanent Disablement (TPD) and Income Protection Insurance (IP) cover is provided from leading insurance providers.

Technology tools

The Netwealth platform provides your business with online applications and claims, automatic deduction of premiums* monthly, quarterly or annually and online access to all policy and related transaction details.

Efficient rollover and takeover terms

Group insurance policies can be rewritten through the Netwealth super products, often with limited or no medical underwriting required. Attractive takeover terms are available for retail policies.

In Super or Wrap

A single online account for super, investment and insurance

The Netwealth range of insurance partners and options is available via our investment wrap and superannuation accounts.

Superannuation

With a Netwealth Super Accelerator account your clients have access to Group Insurance or retail insurance options via the LifeWRAP Individual Policy with insurance premiums deducted directly from their superannuation fund cash account.

Learn about Super Accelerator

Clients using Netwealth Wealth Accelerator investment wrap service can use LifeWRAP and pay insurance premiums for any linked personal insurance policy through their cash account.

Learn about Wealth Accelerator

Insurers

Insurers

The following products are available through LifeWrap in Netwealth’s superannuation and wrap services.



AIA

Priority Protection for Platform Investors

AIA Adviser Services       1800 033 490
AIA Customer Services   1800 333 613
www.aia.com.au



TAL

Accelerated Protection for Investment Platform

TAL Adviser Services       1300 286 937 
TAL Customer Services   1300 209 088
www.tal.com.au



Zurich

Wealth Protection for superannuation platforms

Zurich Client Service Centre   131 551 
www.zurich.com.au

Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.

Contact a BDM

If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer, email us, give us a call or even drop in.

Get in touch

Insights

 

Latest: Next-generation advice needs

Who are the next generation of advice clients and how do you reach them?

Download the report

Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

Access the reports

Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities  they see for financial advisers.

Listen to the episodes

Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of  topics presented by industry professionals.

Watch the presentations

* Monthly premium payment is only available for Group insurance. Deductions are automatic if there is sufficient cash in the account.