Documents

Underwriting: Case preparation

These documents are here to facilitate your exchanges with our teams and optimize the underwriting experience.

Pre-qualification questionnaire Cover letter examples Cover letter content checklist

Implementation Guides

These technical documents are here to help you deepen your understanding of strategies and concepts, and prepare for their deployment.

Immediate financing arrangement (IFA) Wealth transfer guide

Chinese documents

涉及公司的人寿保险保单所有权转让 归于资产类别的保险 股东协议 承保说明函 承保说明函范本

Tools

  1. iA Large case tool (Download and enable macros*)

    This tool illustrates the following concepts:

  2. iA Tax at death tool (Download and enable macros*)

    This tool illustrates death tax.

    Data Collection (Download and enable macros*)

    Video Tutorial

  3. iA Retirement and Critical Illness insurance tool (Download and enable macros*)

    This tool calculates the financial impact of a critical illness during the retirement savings accumulation phase, assuming that the illness lasts for one year.

    Data Collection (Download and enable macros*)

    Video Tutorial

*If macros are blocked by your administrator:

  1. Before opening the Excel file, right click on it.
  2. Select Properties.
  3. Go to the General tab.
  4. In the Security section, check Unblock.
  5. Click OK to save.
Read the documentation

Podcasts and Videos

Ross Cook, Sales Director and Amin Njonkou, Tax Expert
Subject: Tax at death

Ross Cook, Sales Director and Andy Yip, Tax Expert and Legal Advisor
Subject: Interest deductibility