For financial advisers only
Aegon’s purpose is to help people achieve a lifetime of financial security and to enjoy a meaningful life – both now and in retirement.
It believes getting more people to access advice will improve the nation's financial wellbeing.
Have your clients considered what they or their family would do if the main earner suddenly became ill and was unable to work for a period of time? Use our new video case study with your clients to highlight the importance of having protection cover in place.
Support for you and your clients - making it easy to do business
Exactly what you need for protection
Our discretionary trust can be completed and signed electronically - without the hassle of wet signatures.
A range of value-added services available to all Aegon protection customers throughout the life of their policy.
Find all our latest research, guidance and support material to help you improve your clients’ financial wellbeing.
Business protection toolkit
All the support and information you need to discuss and write business protection.
Aegon’s protection solutions
Aegon is an award-winning protection provider offering simple, flexible solutions that can change as your clients’ needs change.
Personal Protection – a comprehensive menu of options to help protect individuals and families.
Business Protection – a business-specific suite of options to help protect your client’s business or business loan.
Relevant Life and executive income protection – allowing you to design employee benefits packages for your clients with small businesses.
Whole of Life – life protection with no end date that lets your clients leave a financial legacy for their families or protect an inheritance tax liability.
Why choose Aegon for protection?
Aegon’s Working together to protect the future leaflet outlines why it should be your protection provider of choice.
- Simple flexible solutions that can change as your clients’ needs change.
- Relevant Life signature-free trust - helping you get your clients’ cover in place quicker.
- Combine Relevant Life and executive income protection in a single online application - letting you design employee benefit solutions for small corporate clients.
- Large case underwriting expertise, with competitive financial and medical underwriting limits.
- Strong claims experience.
- More than just financial support for your protection clients at no extra cost with Policy Plus:
- 24/7 access to Aegon’s health and wellbeing service, providing confidential and compassionate support.
- A second medical opinion service, providing a confidential face-to-face consultation with a local UK-based specialist.
- Business Protection clients also have access to a key person replacement service for help and guidance replacing ‘key’ personnel.
- A funeral payment pledge, providing an advance claim payment of up to £10,000 on valid life protection claims without waiting for probate.
- Dedicated individual protection support team:
03456 10 00 36,
- Pre-submission underwriting helpline:
03457 83 54 73,
- Protection claims:
03456 00 04 93,
Please don’t email any personal, financial or banking information as it’s not a secure method of communication. If you have access to Unipass Mailock, please use this service to send them emails securely.