New Onboarding Training 2026

About the Training

We’re pleased to launch the new Genistar Onboarding Training, designed specifically for brand-new representatives.

This new onboarding experience has been designed to make the licensing journey simpler, clearer and easier to follow, helping new representatives build confidence as they get started.

The training consists of five short, video-led modules covering:

Welcome to Genistar: An introduction to Genistar, our mission and how we help families.
Our Partners: An overview of the partners who help us support clients. (Vitality and more)
Appointment One: Guidance on introducing Genistar, explaining financial education and completing the Fact Find.
Appointment Two: Support on presenting the Financial Game Plan and recommending protection solutions.
Compliance: Practical guidance on working professionally and protecting clients.

Where To Find the New Onboarding Training?

Which Training Path Applies to you?

1. New Representatives
If you are a new representative and have not yet started the Representative Course section of the Life Insurance Competency, you should complete the new Genistar Onboarding Training as your onboarding pathway.

2. Representatives Already Completing the Existing Life Insurance Competency
If you have already started the existing Life Insurance Competency, please continue on your current training pathway and do not switch to the new programme.

3. Existing Representatives Renewing or Re-Licensing
If you are re-licensing, you should continue as normal and the new onboarding training does not impact you.

How Does The Transition Work on 6th July 2026?

To help clarify what will happen when the new onboarding pathway becomes the standard, please refer to the scenarios below:

If you have completed the Representative Course (even if you have not yet completed the Vitality Training), you will remain on the existing training pathway and should complete your remaining requirements there.
If you have completed the Vitality Training but have not completed the Representative Course, you will move onto the new Genistar Onboarding Training on Monday, 6 July 2026.
If you have not completed the Representative Course by Monday, 6 July 2026, any progress on the existing pathway will be lost, and you will be moved onto the new Genistar Onboarding Training to achieve your Life Insurance Competency.

In Summary:

The deciding factor is whether you have completed the Representative Course.

❌ Representative Course not completed → You will move onto the new Genistar Onboarding Training on 6 July 2026, and any incomplete progress on the old pathway will be lost.

✅ Representative Course completed → You will remain on the existing training pathway.

Additional Training Requirements

Please note the following requirements depending on which training pathway you are on:

Existing (Old) Training Pathway

You will still need to complete:
– Vitality Training
– Assessments Training (Scoop & Carryback)

New Genistar Onboarding Training

You will only need to complete:
– Assessments Training (Scoop & Carryback)

⚠️ Important Deadline

Monday, 6 July 2026 is the transition date to the new onboarding programme.

If you are currently on the existing pathway and have not completed the Representative Course by this date, any incomplete progress will be lost and you will automatically be moved onto the new Genistar Onboarding Training.

If you have already completed the Representative Course, you will remain on the existing pathway and continue to complete your remaining training requirements as normal.

If you are unsure which pathway applies to you, please speak to your upline or contact the Field Support Centre for guidance.

Thank you for your support as we introduce this improved onboarding experience for new representatives. We look forward to seeing our newest representatives benefit from a clearer, simpler and more engaging start to their Genistar journey.