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Sovereign
Life + one
offer

Get 10% off the life of your policy with Sovereign Life + one offer

In July 2018 we launched a great offer for your clients – Sovereign Life + one – offering them 10% off any benefits taken out on their new TotalCareMax policy.

With the great response we received from both Advisers and customers, we’re excited to announce that this offer will be extended until 31 May 2019!

Make sure you take advantage of this opportunity by making a difference in your client's lives and get them covered.


Tell your clients

Remember you can use the customer email template available to help make the most of this great Life + one offer with your clients. For Xplan users please download guide here. For non Xplan users, a copy of the template can be downloaded here.


What you need to know

  • You can continue to offer your clients 10% off any benefits taken out on their new TotalCareMax policy until 31 May 2019.
  • Remember to qualify for this discount, your clients must take out Life Cover of $100k or more and one other Sovereign TotalCareMax risk-benefit with a combined total annual premium of at least $1,000 (excluding any policy fee and per mille loadings) before the discount is applied.
  • To apply the discount on Quote Builder, simply click on the three dots next to the quote tab at the bottom of the screen to navigate to the settings of that quote and enter the campaign code (SOV10) in the Campaign field.
  • Simply update your current version of Illustrations to apply the extended campaign code. To update Illustrations click on this link and then click on 'Run'. Once the programme has completed, restart your Illustrations and you will now have the campaign code functionality.
  • Read our step by step instructions for more information on how to apply the discount.

Key things to remember:

  • Offer now ends on 31 May 2019 for submitting new business.
  • Policies must be issued by 30 June 2019.
  • The offer is only valid for new business where all lives assured are fully underwritten and excludes amongst other products Private Health, Start-Up Income Protection, TotalCareMax Lite and voluntary workplace risk products.
  • For further information see the terms and conditions.

If you have any questions, please contact your Sovereign BDM.

Our vision is to champion New Zealand to be the healthiest and best-protected nation in the world. With your help, this initiative will bring that reality one step closer.

All the best, 
The team at Sovereign

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