Aegon
Your financial journey
Our new ‘Your financial journey’ literature is something that advisers can share with their clients to highlight the need to have protection plans in place, no matter what stage in life those clients are at. This dedicated material ranges from couples who are just starting out, to those who are thinking about retirement. Visit our website at www.aegonse.co.uk/yourfinancialjourney to find out more.
No need to miss out on 'Opening Doors'
We recently ran 'Opening Doors', a sold-out series of personal protection seminars designed to show you how to unlock the potential of your business.
Don’t worry if you missed out on the seminars - you can now view all the material on our interactive CD. It includes an audio and visual PowerPoint presentation from Andy Walton, National Account Manager, along with all the materials to help you to build a bigger and better business.
Email us to order your CD. You can find more information and supporting material on our website.
Our Opening Doors presentation will:
- give you some innovative sales angles you may not have considered
- offer you tools to enhance your sales and marketing techniques
- take a fresh look at ways of creating new income streams
To find out more, please contact your dedicated support team on 0845 610 0036 or email
salessupportmb@aegon.co.uk
How can we help you?
Personal Protection
To help you kick-start your protection business in 2009, we’ve developed a personal liability audit for you to use with your clients to help them highlight their protection needs.
Mortgage Protection
We can help you build your mortgage protection business, whether you’re looking for new opportunities or instant information and support. To apply online or find out more, visit our adviser site. And remember you’ll get extra commission for all online submissions.
Business Protection
Download our business protection toolkit to help you develop your business.
See the new Tony Wickenden video clips on AEGON’s business protection toolkit…Read more
Further information
Visit your Paradigm microsite for sales opportunities, product literature, technical updates, key contacts and much more.
Read our latest weekly news.
To read about our non-protection products, visit our page on the Paradigm Group extranet.
How we shine online
Our streamlined online service makes it even easier to do personal and mortgage protection business with us and was recently rated ‘eee’ in the Financial Technology Research Centre’s e-excellence awards produced in association with Money Marketing.
To make it even easier for you to apply online, we’ve produced a Data capture form that mirrors our online service, which you can download from our literature library.
Excellent underwriting
Providing an excellent underwriting service is as important as offering great protection products. That’s why we supply you with all the right tools – from market-leading underwriting limits to a helpline giving you direct access to our experienced underwriters.
- To contact our underwriting helpline for pre-sales enquiries – call 0845 783 5473 or email protect_underwriting@aegon.co.uk
We’ve also produced a pre-sale underwriting questionnaire to help you gather all the information you need from your clients before you call the underwriting helpline for advice. This is a useful tool that can help you reduce your not-taken-up (NTU) rates and manage your clients’ expectations on ratings and premiums. You can download a copy from our literature library.
Why AEGON Scottish Equitable?
With over 175 years’ experience in the UK, spanning the protection, pensions, annuities and investment markets, we’re aiming to build the best long-term savings and protection business in the UK.
Our simple menu-based range of protection products is designed to cover your clients’ family, mortgage and business protection needs. With a choice of main and additional benefits on both our Personal Protection and Business Protection menus, you can easily shape cover to suit your individual clients. And because our menus are flexible, your clients can adapt their cover as their lifestyles change.
Find out more
Here are the contact details for your protection support teams.
National Account Manager
Andy Walton
Phone: 07740 897 741
andy.walton@aegon.co.uk
Dedicated individual protection support team
Phone: 0845 610 0036
Pre-sale underwriting helpline
Phone: 0845 783 5473
protect_underwriting@aegon.co.uk
Protection claims
Phone: 0845 600 0493
Fax: 0845 600 0494
claims@aegon.co.uk
General information
If you need to write to us or send us documents by post, our address is:
AEGON Scottish Equitable
Ballam Road
Lytham St Annes
Lancashire
FY8 4JZ