Get in touch with iExtend to register your interest, or complete our QuickCalc to check if your policy may qualify for a Life Co-Ownership Arrangement. If your policy is likely to qualify, our team will contact you to guide you through the next steps.
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Check your eligibility through our pre-assessment QuickCalc tool
Provide your communication preferences and your privacy health consent as part the General Advice process.
To speed up the pre-assessment, we recommend downloading the relevant iExtend condition-specific or general health questionnaire (located to the right).
The short questionnaires provide more information about specific health conditions, helping us assess your qualification quickly and efficiently.
Submit your life insurance policy and health information for final assessment.
Once approved, you are eligible to apply for the iExtend Life Co-Ownership Arrangement.
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When a successful claim is paid by the insurer, you, your nominated beneficiaries or estate will receive your share of the claim proceeds.
Policy Owner Explainer Brochure
If you have decided to cancel or reduce your life insurance policy, you may be eligible for an iExtend Life Co-Ownership Arrangement (Arrangement).
iExtend will pay all the premiums on the co-owned life insurance cover and share the proceeds from any future claim with you, your beneficiaries or estate. The proportion of the claim proceeds shared will depend on how long the Arrangement has been in place.
iExtend is a referral only choice for most advisers. This means we do all the heavy lifting, give the General Advice and complete the administration. The adviser simply refers you to us.
*If there is indexation on the policy, the original sum insured increases
Based on a sliding scale, you will receive a percentage of any claim including indexation, if applicable.
Disclaimer: This chart is of a general and educational nature only and does not take into account an individual’s particular circumstances (whether financial, medical or otherwise).
iExi Pty Ltd (iExtend)
ABN 33 654 132 813
AFSL 555362
Suite 3, Level 30,
420 George Street,
Sydney NSW 2000
We acknowledge the Gadigal of the Eora Nation, the traditional owners and custodians of the land on which we work. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who work and live on this land.
The iExtend Life Co-Ownership Arrangement is issued by iExi Pty Ltd ABN 33 654 132 813 AFSL 555362 (iExtend). Please read our Financial Services Guide. The information provided in this document may contain general advice, but it does not take into account your client’s objectives, financial situation or needs.
Before acting on or making any decision in relation to the iExtend Life Co-Ownership Arrangement or any other financial product, you should consider the appropriateness of the information, having regard to your client’s personal circumstances, as well as the Product Disclosure Statement and Target Market Determination for the iExtend Life Co-Ownership Arrangement.
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