CPD: Walk a mile in your client’s shoes

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Australian insurance literacy is low by world standards. Australians who receive financial advice are more likely to have better literacy levels and a better understanding of their own position. In this article, Zurich explores the need for advice and provides some strategies for articulating your value to clients. The need for risk advice There’s a […]

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CPD: Insurance and business succession planning

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A Business Succession Plan is a strategy for the smooth and orderly handover of a business from one owner/manager to another in particular circumstances, such as the planned or unplanned departure of one partner from the business. This article from Zurich examines the importance of both a sound succession plan and having the appropriate insurance […]

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CPD: Estate planning and insurance

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Improving the financial outlook for the family is the key driver for most Australians, yet many fail to fortify that legacy through sound estate planning and adequate insurance. In this article, Zurich examines the importance of estate planning and within that, the role played by insurance, the funding mechanism for a comprehensive estate plan. The […]

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CPD: The conversation – talking risk with clients (Part 2)

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In The conversation – talking risk with clients (Part 1), we looked at the reasons your clients need risk insurance and strategies for having what can often be a difficult conversation. In this second part, we examine how you can use storytelling as an effective strategy to introduce this conversation. This series is proudly sponsored […]

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CPD: The conversation – talking risk with clients (Part 1)

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Risk advice is an integral part of a financial plan, yet for many clients – and often, their advisers – it’s not a comfortable conversation. After all, who wants to talk about worst case scenarios? In this article, sponsored by Zurich Australia, AdviserVoice explores the importance of risk insurance and having the all-important risk conversation. […]

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