EXCLUSIVE OFFER FOR MORTGAGE BROKERS
Add $50k+ in Revenue This Year Without More Clients or More Effort
Mortgage Brokers are perfectly positioned to leverage our pre-built Life Insurance Referral System
No New Clients Needed
Zero Cost - Start Referring Today
No Extra Admin or Compliance Headaches
We Provide Email & Social Media Post Templates
WHAT IS THIS
We Help Mortgage Brokers Expand Their Services & Easily Add Income
Life insurance is a natural next step for anyone with debt...
But there's so much red tape! Not any more. Under our AFSL & the general advice model, we're able to provide fantastic life insurance options for your clients, avoiding upfront fees & adding generous commission splits to your bottom line.
Life insurance is a natural next step for anyone with debt...
But there's so much red tape! Not any more. Under our AFSL & the general advice model, we're able to provide fantastic life insurance options for your clients, avoiding upfront fees & adding generous commission splits to your bottom line.
Earn up to 95% commissions on upfront & trail payments.
Yep, you read that right. Our referral partners receive 50% commission upfront & our authorised representatives can receive a huge 95% commission on upfront and trail payments.
Earn up to 95% commissions on upfront & trail payments.
Yep, you read that right. Our referral partners receive 50% commission upfront & our authorised representatives can receive a huge 95% commission on upfront and trail payments.
We take care of the compliance & have you up & running fast.
Using our system, we are responsible for all compliance, administration & the headaches along with it! You simply use the email templates, social media posts & guidance we provide to offer your existing & new clients a valuable new service.
We take care of the compliance & have you up & running fast.
Using our system, we are responsible for all compliance, administration & the headaches along with it! You simply use the email templates, social media posts & guidance we provide to offer your existing & new clients a valuable new service.
Arrange an initial consult with Martin to understand our proven process to add additional revenue to your broking business.
WHY OFFER LIFE INSURANCE
Frankly, Most Brokers Are Leaving Money on the Table
As a trusted mortgage broker, you already help your clients with their most important financial decisions.
Why not help them secure their family’s financial futures?
If you are interested in increasing your income but like most business owners, you don’t have the time to add further services, our B2B system is for you!
Your client base offers massive potential for increased revenue but how do you extract it...?
You’ve tried Referral Partnerships before but got nothing out of it.
Our ‘Life Insurance Referral System’ is different.
It’s proven, it’s digital, it’s easy and it works!
Here’s why it works:
We are already doing it - and have been doing it for years.
No extra work for you - simply refer and we do the rest.
Marketing templates and tools to introduce life insurances to your clients.
Clear communications - you’ll always know what stage the deal is at.
Generous commissions - we pay minimum 50% of the upfront commissions received & we pay weekly.
We look forward to working with you!
WHO IS HAE INSURANCE?
An Established, General Advice AFSL Offering a Unique Solution
HAE Insurance is a team of life insurance specialists who offer a simple, professional and cost effective system to existing businesses.
1. Effortless Integration of Life Insurances
Our pre-built ‘Life Insurance Referral System’ means no compliance or extra work at your end. Refer your client and be kept up to date via our automated updates.
2. Financial Protection for Your Clients
We offer the same life insurance policies as Financial Planners, without going through the costly exercise of personal advice, making it easier and cheaper for your clients to protect their financial futures. We can even structure them through their superannuation accounts to assist with cash flow!
3. Ready to Use Marketing Material
We provide professional social media posts, tools, case studies and email templates to help introduce life insurances to your clients. No need to waste time creating marketing content - we’ve already done it for you.
4. Minimal Training & Set Up Required
Our ‘Life Insurance Referral System’ has been built to seamlessly integrate with existing businesses. We help you integrate our offering as part of your business process to ensure you start earning commissions right away.
5. Progression Pathway
We even offer a pathway to become authorised to provide life insurances yourself, creating a complimentary business from your existing client base.
“We are actively expanding the HAE Insurance business right now and are therefore seeking new authorised representative and referral partners. We most often find mortgage brokers are the best fit, and are best placed to offer life insurance as a natural extension to their business.
We are offering attractive commission splits and have demonstrated client success so you can be sure your clients will be well treated by us.”
4. Minimal Training & Set Up Required
Our ‘Life Insurance Referral System’ has been built to seamlessly integrate with existing businesses. We help you integrate our offering as part of your business process to ensure you start earning commissions right away.
5. Progression Pathway
We even offer a pathway to become authorised to provide life insurances yourself, creating a complimentary business from your existing client base.
“We are actively expanding the HAE Insurance business right now and are therefore seeking new authorised representative and referral partners. We most often find mortgage brokers are the best fit, and are best placed to offer life insurance as a natural extension to their business.
We are offering attractive commission splits and have demonstrated client success so you can be sure your clients will be well treated by us.”
Expand Your Service Offering & Your Clients Will Thank You
We Bet Your Clients Have Car, Home & Health Insurance
So why not income protection or TPD? Anyone with an obligation to pay a mortgage is a strong candidate for life insurances - and estimates show that over 250,000 Aussies every year need cover but are exposed.
We Bet Your Clients Have Car, Home & Health Insurance
So why not income protection or TPD? Anyone with an obligation to pay a mortgage is a strong candidate for life insurances - and estimates show that over 250,000 Aussies every year need cover but are exposed.
Avoid Fees, Get Personalised Cover & Pay From Super
Your clients can avoid paying $3-5k upfront for "personal advice" and instead get personalised cover funded through their existing Super if they prefer (no out of pocket expenses to be covered).
Avoid Fees, Get Personalised Cover & Pay From Super
Your clients can avoid paying $3-5k upfront for "personal advice" and instead get personalised cover funded through their existing Super if they prefer (no out of pocket expenses to be covered).
More Service Offerings Increases Client Retention
Let's face it - life is busy! The easier you make your clients' lives, the more likely they are to stick around. But with HAE as your partner, you can offer this as an extension to your business without any of the headaches.
More Service Offerings Increases Client Retention
Let's face it - life is busy! The easier you make your clients' lives, the more likely they are to stick around. But with HAE as your partner, you can offer this as an extension to your business without any of the headaches.
Hear From Our Happy Clients
Got Questions?
What is this?
We allow finance professionals to offer quality life insurance products to their clients, while we handle all of the back end administration and compliance. You get a referral commission and you retain client ownership.
How much can I make for each referral?
It obviously varies based on level of cover your client opts for and your status in our system as either a referral partner (50% upfront commission splits) or as an authorised representative (up to 95% commission splits on upfront and trail). As a rough guide, around $1,200 per client (on 50% commission).
I don't have time for more work... But more income would be nice.
We completely understand. We provide you with everything you'll need to make this process work for you. From email templates to send to your existing and new clients, to social media posts you can use as your own, a simple referral form to fill in and a hands-off, transparent process we take your clients through.
What will I have to do exactly?
Send an email or two. Make a social media post or two (if you wish). Fill in a simple online form. Let new clients know you offer life insurance as well. That's really about it.
Unlock A New Revenue Source in 2025!
Arrange an initial consult with Martin to understand our proven process to add additional revenue to your broking business.
HAE Insurance Pty Ltd (ABN 60 678 766 320) is Corporate Authorised Representative No. 001310360 of HAE Financial Pty Ltd (ABN 60 620 656 055) which holds an Australian Financial Services License No. 501891.
Copyright © 2025 – All Rights Reserved
Privacy Policy
HAE Insurance Pty Ltd (ABN 60 678 766 320) is Corporate Authorised Representative No. 001310360 of HAE Financial Pty Ltd (ABN 60 620 656 055) which holds an Australian Financial Services License No. 501891.
Copyright © 2025 – All Rights Reserved