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Adviser FAQs
Changes regarding former AIA Australia policies
What is my adviser ID?
Your adviser ID is an alpha-numerical code, issued to you by Resolution Life e.g. NCWB2-A. This is different to your AIA Australia (AIAA) Adviser code. If you have existing Resolution Life clients, this ID will already be in use. If you do not know your adviser ID, please email adviserregisters@resolutionlife.com.au.
What is my sales ID?
Your sales ID is your former AIAA/ex-CBA sales ID - also referred to as your Commission Account Payment System (CAPS) Number, Adviser Site User ID or Agency Number. You will need this to apply for annuities in our quoting tool in the My Resolution Life portal.
What’s the difference between my adviser ID and sales ID?
Adviser ID is an alpha-numerical code issued to you by Resolution Life. It is used to login to My Resolution Life portal.
Sales ID is used for any quotes online through My Resolution Life portal. You would have been issued your sales ID by AIAA/CBA.
What Sales ID do we need to use to generate an annuity quote?
When you log into My Resolution Life portal, your adviser ID is mapped to your sales ID. The sales ID will populate automatically in the quoting engine.
What is My Resolution Life portal?
My Resolution Life portal is an online portal designed to help you manage your clients’ insurance, superannuation and investments with Resolution Life. Both advisers and customers can access My Resolution Life portal. Visit the My Resolution Life information page to find out more.
How do I login to My Resolution Life portal?
Visit our Adviser Support website and click ‘Login to My Resolution Life’ on the top right-hand corner of the screen. Login with your Adviser ID, which is an alpha-numerical code issued to you by Resolution Life e.g. NCWB2-A. This is the same Login ID you may already be using to login to My Resolution Life portal now.
How do I register for My Resolution Life portal?
If you are new to Resolution Life, please email adviserregisters@resolutionlife.com.au. You will receive an onboarding email with your Resolution Life adviser ID, which you will need to login.
Once you receive your Resolution Life adviser ID, visit our Adviser Support website and follow the below steps:
• click ‘Login to My Resolution Life’ on the top right-hand corner of the screen.
• Click on Set/Forgot your password? and follow the steps to create a new password.
• When prompted for a username, enter your alphabetical adviser code.
• A security code will be sent to your business mobile number or email address we have on record.
• Enter your new password and submit.
Visit our online help centre if you are having trouble logging in.
How do I reset my password?
Visit our Adviser Support website and follow the below steps:
• click ‘Login to My Resolution Life’ on the top right-hand corner of the screen.
• Click on Set/Forgot your password? and follow the steps to create a new password.
• When prompted for a username, enter your alphabetical adviser code.
• A security code will be sent to your business mobile number or email address we have on record.
• Enter your new password and submit.
Visit our online help centre if you are having trouble logging in.
What is my username for My Resolution Life portal?
Your username is your Resolution Life alpha-numerical adviser ID e.g. NCWB2-A. This is different to your AIAA adviser code.
If you do not know your adviser ID, please email adviserregisters@resolutionlife.com.au.
Where can I access help for My Resolution Life?
Visit our online help centre.
When will I be able to view and access my former AIAA customer data in My Resolution Life portal?
We are expecting this data to be available in My Resolution Life portal in September 2024. We will provide you with an update via email once this becomes available.
How do I quote and apply for annuities?
You can quote and apply for annuities through My Resolution Life portal, under the Quotes menu.
View our annuities tool user guide for help.
Where can I find the latest PDS for annuities?
Can I send in application using the old PDS application form?
We will honour applications on the previous PDS up until 30 August 2024, so long as the application is signed and dated prior to 4 August 2024, and the quote has not expired.
Will you honour existing quotes?
Any quote which an adviser has downloaded and is still valid, will be accepted.
Can I still quote from CFS FirstNet?
At present, this feature has been disabled. The intent is to reinstate this feature soon. However, if you are registered for Annuities via Platform (AvP), you will be able to generate quotes and applications from My Resolution Life portal.
How do I complete my application via AvP / CFS platform?
There is no change to the way you access and complete your application.
Where can I find the latest PDS for Investment Growth Bonds?
Can I send in an application using the old PDS application form?
We will honour applications on the previous PDS up until 30 August 2024, so long as the application is signed and dated prior to 4 August 2024.
My Resolution Life portal
You can log in to My Resolution Life portal using your Resolution Life adviser ID. If you’re having trouble logging in, please read our FAQs or visit our help centre. Former AIAA policies will not be visible in My Resolution Life portal until mid-October 2024.
Contact us
If you need to get in touch with us, please visit our contact us page. You can chat with us directly by clicking the chat button in the bottom right-hand corner.
Annuities
From 5 August 2024, you will need to log in to My Resolution Life portal, to produce quotes and applications for Lifestream Guaranteed Income annuities (formerly known as, AIAA annuities). You will find the annuities quoting tool under the ‘Quotes’ menu.
If you need some help using the annuities tool, please view our training guide below.
We’re also introducing the ability to sign the application electronically, allowing you to complete the annuities quoting and application process online, all in one step.
A new PDS will be available on our website from Monday 4 August 2024. Paper applications from the current PDS will continue to be accepted during the transitional period from 4 - 30 August 2024, provided the application is signed and dated prior to 4 August 2024 and the quote has not expired.
Please note, the AIAA MyQuote and MyApply adviser portal will be turned off from 5pm on Friday 2 August 2024. This means that all existing quotes and application forms in MyQuote and MyApply will expire from 2 August 2024.
Investment Growth Bonds
A new PDS will be available on our website from 4 August 2024. Paper applications from the current PDS will continue to be accepted during the transitional period from 4 - 30 August 2024, provided the application form is signed and dated prior to 4 August 2024.
Commission
From 5 August 2024, commission relating to any former AIAA policy will be found on your Resolution Life commission statement, that will be available in My Resolution Life portal.
Adviser commission payment schedule
| Friday 2 August | Tues 6 August | Friday 16 August | Tuesday 20 August | |
| AIAA | Commissions for Super & Investment (S&I) products will be paid by AIAA until 2 August. | Commissions will be made through RPAY generating journals on 6 – 7 August using data generated to 2 August. | Licensees - NOTE - AIAA will include 9 days of commission | |
| Last payment of S&I products from AIAA to be paid (effective to 2 August i.e. 1 extra day) | ||||
| Licensees – please note AIAA will include 11 days of Commission in payment | ||||
| Resolution Life | Commissions will commence being made by ARR - no L400/Calibre included | ARR will pay commission with data received from L400/Calibre from 4 August. | From 20 August S&I product commissions and ASF payments will be made from Resolution Life (processed by PAS’ from 4 August) |
What you need to know
Any advice on this website is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), and is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the relevant product disclosure statement and/or policy document, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision on whether to acquire, or continue to hold, the product.
The Target Market Determinations (TMDs) for our financial products (where applicable) can be found at Target Market Determinations (TMDs). The TMDs describe the key features and attributes of an applicable product that affect whether it is likely to be consistent with the objectives, financial situation and needs of consumers in the target market.
Resolution Life is part of the Resolution Life Group and can be contacted via contact us or by calling the phone number mentioned above.
