6 ways…you’ll find it easier to do business with Secure Advantage™
We’re always asking advisers about their experience of Secure Advantage™. They told us, we listened, and as a result, a number of service improvements have been made:
1. Simpler application forms
The Secure Advantage™ application forms have been significantly shortened, saving you precious time. Some requirements for verifying your pension and TIP clients’ identity have also been simplified.
Visit the Secure Advantage™ document library sections to experience the new application forms
2. Faster pension transfers
AXA Life Europe now uses the Origo Options service to streamline the process for pension transfers. Used by over 25 providers, this service shows a dramatic reduction in transfer times, from an average of 51 days to just 11 days.
3. Smoother new business processing
You can post applications and other forms directly to the AXA Life Europe Service Centre in Dublin. You’ll also find a pre-paid envelope in every application pack. The address is:
AXA Life Europe Limited
PO Box 12158
Dublin 7
Ireland
4. Easily accessible Book of Business information
The Secure Advantage™ adviser portal allows you to access up-to-date information and check details about your clients’ Plans.
Access your book of business now (Login and password required – please call our sales desk if you need one)
5. Flexible client illustrations
The Secure Advantage™ illustration tool now allows you to choose the projection horizon you want to show on your client’s Personal Illustration. You can choose to project returns of between 10 and 25 years on the Protected Capital Plan, and between 20 and 31 years on the Lifetime Income Plan.
Try it out for yourself (Login and password required – please call our sales desk if you need one)
6. More on-the-ground support
We’ve expanded our Guaranteed Sales Specialist team to ensure you have access to a dedicated Secure Advantage™ expert in your area.
| Contact your Guaranteed Sales Specialist | ||
|---|---|---|
| Scotland and Northern Ireland | Laura Carroll | 07775 013491 |
| North East and North West | Chris Tingle | 07775 013907 |
| Midlands | Lee Crowe | 07747 025316 |
| South Central and East Anglia | Salvatore Seminerio | 07901 114749 |
| London and South East | Kevan Ramanauckis | 07775 011695 |
| South West | Matt Honour | 07775 013607 |
And some things won’t change…
The dedicated Secure Advantage™ sales desk is here to help to you run illustrations, access product information and get the answer to any questions you have.
Call the team between 8am and 6pm Monday to Friday on 0800 368 0220.
| INVESTING WITH GUARANTEES |
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Secure Advantage™ from AXA Life Europe Limited offers a way to potentially benefit from the ups and protect against the downs of investing. |
| TOOLS AND SERVICES |
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Run online illustrations via the dedicated Secure Advantage™ adviser portal. |
| Call our dedicated team |
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We are here to help you run illustrations, access product information and get the answer to any questions you may have. Call the team between 8am and 6pm Monday to Friday on 0800 368 0220. |
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