EXCLUSIVE OFFER FOR FINANCE PROFESSIONALS

Add $50k+ in Revenue This Year Without More Clients, More Effort or More Staff

Established businesses are perfectly positioned to take advantage of our ‘White Label Life' and add life insurance as a natural, high-value extension of their existing services.

YOUR Brand - OUR Expertise

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WHAT IS THIS

We Help Existing Businesses Expand Their Services & Easily Add Income

Life insurance is a natural next step for anyone managing their financial future

But there's so much red tape! Not any more. Under our General Advice AFSL and the ‘White Label Life’ model, we're able to provide fantastic life insurance options for your clients - avoiding the costly upfront fees associated with personal advice, while adding generous commission splits directly to your bottom line.

Life insurance is a natural next step for anyone managing their financial future

But there's so much red tape! Not any more. Under our General Advice AFSL and the ‘White Label Life’ model, we're able to provide fantastic life insurance options for your clients - avoiding the costly upfront fees associated with personal advice, while adding generous commission splits directly to your bottom line.

Earn 50% commissions on upfront & trail payments

Yep, you read that right. As a Corporate Authorised Representative, you receive 50% commission on upfront and trail payments - while retaining full ownership of your client relationships without any added staffing costs. Compare that to a standard referral arrangement and the difference is significant.

Earn up to 50% commissions on upfront & trail payments

Yep, you read that right. As a Corporate Authorised Representative, you receive 50% commission on upfront and trail payments - while retaining full ownership of your client relationships without any added staffing costs. Compare that to a standard referral arrangement and the difference is significant.

We take care of the setup & systems to have you up & running fast

Our ‘White Label Life’ model provides compliance oversight, administration and systems that make offering life insurances simple and easy. You simply provide the CAR entity and we take care of the rest!

We take care of the setup & systems to have you up & running fast

Our ‘White Label Life’ model provides compliance oversight, administration and systems that make offering life insurances simple and easy. You simply provide the CAR entity and we take care of the rest!

YOUR Brand - OUR Expertise

Key Benefits of 'White Label Life':

No Staffing Overheads

100% Client Ownership

'Built For You' CRM System

Low Upfront Costs to Get Started

Earn 50% Commission - Upfront & Trail

Minimal Compliance or Admin Burden on You

Ready-to-Use Email & Social Media Templates

Arrange an initial consultation with Martin to understand our ‘White Label Life' model to add additional revenue to your practice.

WHY OFFER LIFE INSURANCE

Frankly, Most Professionals In Your Position Are Leaving Money on the Table

As a trusted professional, you already help your clients make important financial decisions.

Why not help them protect their family's financial futures too?

If you're looking to increase your income but - like most business owners - don't have the time to add entirely new services, our ‘White Label Life’ offering is built for you.

Your existing client base offers massive potential for additional revenue.

The question is: how do you unlock it?

You may have explored referral partnerships before and found them underwhelming.

Our ‘White Label Life’ is different - and here's why it works:

✅ You keep your clients - client ownership stays with you, always

✅ Attractive commissions - earn 50% upfront and trail

✅ No extra work - introduce your client and we handle the rest

✅ No compliance burden - we operate under our AFSL so you don't have to

✅ ‘Built for You’ systems - prebuilt CRM including sales pipelines

✅ General advice model - no costly personal advice obligations, no mountains of paperwork

✅ Ready-made marketing tools - professional templates to introduce life insurance to your clients

✅ Clear communications - you'll always know what stage every deal is at

✅ Weekly payments - commissions paid promptly, every week

We look forward to working with you!

WHO IS HAE FINANCIAL?

An Established, General Advice AFSL Offering a Unique Solution

Our ‘White Label Life’ offer is a simple, professional and cost-effective system for existing businesses.

1. Effortless Integration of Life Insurance

Our ‘built-for-you’ system means no extra work at your end. Introduce your client and be kept up to date via our automated updates.

2. Financial Protection for Your Clients

Offer the same life insurance policies as financial planners, without the costly exercise of personal advice - making it easier and more affordable for your clients to protect their financial futures. We can even structure policies 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 you introduce life insurance to your clients. No need to create content - we've already done it for you.

4. Minimal Set Up Required

Our system has been built to seamlessly integrate with existing businesses. We help you embed our offering into your existing processes so you start earning commissions right away.

5. Corporate Authorised Representative Status

Unlike a referral arrangement, our 'White Label Life’ model means you retain client ownership, earn significantly higher commissions, and add a genuine new revenue stream to your practice - without any of the regulatory complexity of operating under your own licence.

4. Minimal Set Up Required

Our system has been built to seamlessly integrate with existing businesses. We help you embed our offering into your existing processes so you start earning commissions right away.

5. Corporate Authorised Representative Status

Unlike a referral arrangement, our 'White Label Life’ model means you retain client ownership, earn significantly higher commissions, and add a genuine new revenue stream to your practice - without any of the regulatory complexity of operating under your own licence.

Expand Your Service Offering & Your Clients Will Thank You

Your Clients Already Carry Insurance - Why Not Life Insurance?

Whether it's income protection, TPD or life cover, your clients likely have financial obligations that warrant coverage. Estimates suggest over 250,000 Australians every year need cover but remain exposed.

Your Clients Already Carry Insurance - Why Not Life Insurance?

Whether it's income protection, TPD or life cover, your clients likely have financial obligations that warrant coverage. Estimates suggest over 250,000 Australians every year need cover but remain exposed.

Avoid Fees, Get Great Cover & Pay From Super

Your clients can avoid paying $3–5k upfront for "personal advice" and instead receive quality cover - funded through their existing super if they prefer, with no out-of-pocket expenses.

Avoid Fees, Get Great Cover & Pay From Super

Your clients can avoid paying $3–5k upfront for "personal advice" and instead receive quality cover - funded through their existing super if they prefer, with no out-of-pocket expenses.

More Services Means Stronger Client Retention

The more value you deliver to your clients, the more likely they are to stay. With HAE Financial as your partner, you can offer life insurance as a seamless extension of your practice - without any of the headaches.

More Services Means Stronger Client Retention

The more value you deliver to your clients, the more likely they are to stay. With HAE Financial as your partner, you can offer life insurance as a seamless extension of your practice - without any of the headaches.

Arrange an initial consultation with Martin to understand our ‘White Label Life' model to add additional revenue to your practice.

Hear From Our Happy Partners

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 receive 50% of all commissions whilst retaining 100% client ownership.

How much can I make for each client?

It obviously varies based on level of cover your client opts for. As a rough guide, around $1,200 per client upfront and $400 per client in trail (based on 50% commission).

I don't have time for more work... But more income would be nice.

We completely understand. That's why we provide you with everything you'll need to make this process work, including your own designated Authorised Representative who will run your life insurance business for you!

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 your clients know you offer life insurance as well. That's all there is to it!

Unlock A New Revenue Source in 2026!

Arrange an initial consultation with Martin to understand our ‘White Label Life' model to add additional revenue to your practice.

HAE Financial Pty Ltd (ABN 60 620 656 055) which holds Australian Financial Services Licence No. 501 891.

Copyright © 2026 – All Rights Reserved

Privacy Policy

HAE Financial Pty Ltd (ABN 60 620 656 055) which holds Australian Financial Services Licence No. 501 891.

Copyright © 2026 – All Rights Reserved

Privacy Policy