Market first: Zurich launches mobile optimised adviser portal

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Zurich Financial Services Australia (Zurich) has launched a new adviser portal – ZLife – designed to give advisers new levels of visibility and efficiency when managing their Zurich customer portfolio. Offering unparalleled

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Zurich launches Curriculum to support adviser development

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Zurich Financial Services Australia (Zurich) has launched a new adviser education offering, the Zurich Curriculum. The Zurich Curriculum is a comprehensive program of workshops, short courses and webinars designed to

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Zurich announces launch of new SmartValue discount

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Zurich Financial Services Australia (Zurich) has launched a new discount, Zurich SmartValue, designed to offer extra value to clients protecting themselves and their loved ones. Available from 2 May 2016,

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Flipchart upgrade: new diagnostic tool to drive advice advocacy and insurance literacy

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Zurich Financial Services Australia (Zurich) yesterday announced a significant upgrade to its popular Adviser Flipchart app. Australia’s first customisable, white-labelled, client-facing life insurance app will now offer its 1,300 active users

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Zurich’s Concentrated Global Growth Fund added to Netwealth platform

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Zurich Financial Services Australia (Zurich) yesterday announced that its new Concentrated Global Growth Fund has been added to the Netwealth platform, following its launch in December last year. Managed by Zurich’s

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Zurich appoints new life insurance claims head

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Zurich Financial Services Australia Limited (Zurich) has announced the appointment of Mr. Sheriff Hamza as Head of Life Insurance Claims. In this key role, he is responsible for the overall strategic

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The power of disappointed beneficiaries – Why estate planning is fundamental to your offer

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Estate planning is an area of advice that is often underestimated and addressed with two uninformative and basic questions: ‘Do you have a Will?’ and ‘Is your Will valid?’ This

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Zurich enters agreement to acquire Macquarie Life insurance business

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Zurich Australia Limited has announced it has entered into an agreement to acquire Macquarie Life’s life insurance business from the Macquarie Group (Macquarie). The transaction is subject to regulatory and court approvals,

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Zurich launches LIF support Blueprints

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Zurich Financial Services Australia (Zurich) will this week launch its LIF support package for financial advisers, via a national roadshow. The ‘Blueprints for the Future’ comprise five pillars of LIF

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Three tips to retain your clients

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Acquiring a new client is said to be five-to-ten times more costly than retaining an existing one. Often though, in an attempt to build a successful business, the focus ends

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