We’re pleased to have you on board as a Referral Partner for Steadfast Life Pty Ltd. Partners like you play an invaluable role in connecting our team with potential clients, and we look forward to building a relationship that brings value to all of us.
When talking to clients about Steadfast Life, there are certain things that Referral Partners can and can’t say for regulatory reasons. For example, it’s fine to introduce Steadfast Life and explain what we do, but offering recommendations or advice crosses the line into non-compliance.
We want to make it easier for you to explain Steadfast Life’s services in a way that’s compliant and consistent – so we’ve created this communication guide. Within it, you’ll find approved wording to use when talking about Steadfast Life across a range of different contexts, including websites, client emails, newsletters and social media channels.
The approved messaging below is written from a Referral Partner’s point of view, and it’s designed to be used as a ‘copy and paste’ resource with no alterations. If you have any questions, please get in touch with us at distribution@steadfastlife.com.au.
To make that easier, we’re giving you first access to the new Steadfast Life Client Marketing Guide. It includes ready-to-use email templates, conversation tools, compliance guidance and more to help you start these important conversations.
A simple referral is all it takes to connect your clients with Steadfast Life, helping them consider options to protect both their business and personal needs.
Helping customers think about their protection needs benefits them directly - and it’s also a simple way to strengthen your customer relationships, create additional revenue opportunities, and access other benefits available through your close partnership with Steadfast Life.
Introduction emails to clients
Outbound email campaigns to your client list
Websites
Presentations
Everything approved for you to use sits below. It will soon also be available through the Steadfast Life Partner Portal, where you can track referrals and access additional resources.
Use these blocks as written. Each one names what it’s for and where it belongs.
Steadfast Life is a specialist life insurance and personal protection business that assists individuals, families and business owners to better understand and manage their protection needs.
Since 2013, Steadfast Life has helped clients access life insurance solutions and provides ongoing support and advocacy throughout the claims process when required.
Introducing Steadfast Life, our life insurance partner.
Have life insurance questions? We have the partner for that.
Steadfast Life x [Referral Partner Name]: the partnership that could help you keep life on track.
Introduce the partnership with Steadfast Life.
Whether you’re an individual, family or business, life won’t always go to plan. We want our clients to be protected in times of uncertainty – which is why we have partnered with Steadfast Life, a specialist in life insurance and broader life protection solutions.
Life insurance is complex, and Steadfast Life has been specialising in this area since 2013. Their focus is on helping clients structure protection that reflects real-world needs, providing support when it matters most.
Since Steadfast Life was established, they’ve supported clients with over $160 million in paid claims – and you can find plenty of client reviews on Trustpilot.
Let us put you in touch with a Steadfast Life specialist.
Disclaimer: This information is general only and does not take into account your personal circumstances. [Referral Partner Name] does not provide financial product advice or act as an authorised representative of Steadfast Life. We may introduce you to Steadfast Life Pty Ltd, ABN 81 111 380 388, AFSL 421904, for further assistance.
Introduce the partnership with Steadfast Life.
To support our clients for when life doesn’t go to plan, we have partnered with Steadfast Life, a specialist in life insurance and broader life protection solutions.
Since Steadfast Life was established, they have supported clients with over $160 million in paid claims – you can find plenty of client reviews on Trustpilot.
Everyone’s situation is different. That’s why Steadfast Life offers flexible pathways designed to suit differing client needs and preferences.
From more straightforward, self-directed options through to tailored advice and ongoing specialist advocacy, clients can choose the level of support that feels right for them.
Insurance isn’t just about policies. It’s about continuity. Since 2013, their focus has been on helping clients structure protection that reflects real-world needs, supporting them when it matters most.
Like to know more? Let us put you in touch with a Steadfast Life specialist.
Disclaimer: This information is general only and does not take into account your personal circumstances. [Referral Partner Name] does not provide financial product advice or act as an authorised representative of Steadfast Life. We may introduce you to Steadfast Life Pty Ltd, ABN 81 111 380 388, AFSL 421904, for further assistance.
Underinsurance in Australia is a growing conversation, and it’s an issue that many people only consider when it is too late.
To help our clients be better protected, we have partnered with Steadfast Life, a trusted life and protection insurance specialist.
Whether it’s through personalised advice or a more direct general advice option, Steadfast Life helps individuals, families and businesses put protection in place that reflects real-world needs and supports them when it matters most.
Disclaimer: This information is general only and does not take into account your personal circumstances. [Referral Partner Name] does not provide financial product advice or act as an authorised representative of Steadfast Life. We may introduce you to Steadfast Life Pty Ltd, ABN 81 111 380 388, AFSL 421904, for further assistance.
Subject line: Have you reviewed your life insurance recently?
Hi [Name]
Insurance isn’t just about policies. It’s about continuity – and knowing you’ll have protection when you really need it.
That is why we have partnered with Steadfast Life, a trusted life and protection insurance specialist. Since 2013, they have been helping individuals, families and businesses to structure protection strategies that reflect real-world needs – helping keep life on track when it matters most.
Having supported clients with more than $160 million in paid claims, Steadfast Life knows that it’s not just about putting a policy in place – it’s about providing clients with experience and advocacy when life is at its most uncertain.
If it’s been a while since you last reviewed your life cover, or if you don’t have any cover in place, this may be a helpful place to start.
Are you protected? Find out more
[Referral Partner Name]
Disclaimer: This information is general only and does not take into account your personal circumstances. [Referral Partner Name] does not provide financial product advice or act as an authorised representative of Steadfast Life. We may introduce you to Steadfast Life Pty Ltd, ABN 81 111 380 388, AFSL 421904, for further assistance.
Underinsurance in Australia is a growing conversation, and it’s an issue that many people only consider when it is too late. To help our clients be better protected, we have partnered with Steadfast Life, a trusted life and protection insurance specialist.
Disclaimer: This information is general only and does not take into account your personal circumstances. [Referral Partner Name] does not provide financial product advice or act as an authorised representative of Steadfast Life. We may introduce you to Steadfast Life Pty Ltd, ABN 81 111 380 388, AFSL 421904, for further assistance.
Coming soon: Monthly Steadfast Life thought leadership and client stories will be shared with partners, with pre-approved repost content for sharing and amplification.
Please only use links provided or approved by Steadfast Life. When referring to Steadfast Life in comms materials, either in copy or in a call-to-action (CTA), you may hyperlink to either:
Where a dedicated referral landing page is available, we recommend using this as the primary place to send clients, as it provides a more tailored client experience and assists with referral tracking and reporting.
All Referral Partners must include the following disclaimer, in full and without amendment, on any website landing page that hosts approved Steadfast Life content:
Disclaimer: This information is general only and does not take into account your personal circumstances. [Referral Partner Name] does not provide financial product advice or act as an authorised representative of Steadfast Life. We may introduce you to Steadfast Life Pty Ltd, ABN 81 111 380 388, AFSL 421904, for further assistance.
This disclaimer text must not be altered, shortened or paraphrased. The Referral Partner’s own name must be inserted in place of the Referral Partner Name.
Get in touch with the distribution team before you publish anything that isn’t on this page.
distribution@steadfastlife.com.au
Head Office: Suite 510, 46 Kippax StreetThis communication is intended for Steadfast Life Referral Partners brokers and is for general information only. Referral Partners do not provide life insurance advice under the Steadfast Life referral arrangement. Life insurance advice and services are provided by Steadfast Life Pty Ltd ABN 81 111 380 388 AFSL 421904. Referral fees may be payable in accordance with applicable referral arrangements.
