Estate planning – overcoming client objections

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Financial advisers are ideally positioned to initiate and project manage the process of implementing an estate plan. Unfortunately, there are those clients who don’t believe they need an estate plan

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Estate planning – where there’s a Will there’s a way

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Often, when people think of estate planning, they focus on the consequences following death. As a result, they often do not appreciate that there are many documents which need to

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OnePath and Zurich renew support for Mr Perfect mental health BBQs

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OnePath has renewed its 12-month partnership with Mr Perfect, the grassroots men’s mental health network encouraging conversation and connections through informal BBQs across Australia. Commencing this month, this second 12-month

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Welcome aboard – the importance of nurturing new client relationships (Part two)

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In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a sound client onboarding process and looked at the first three

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Welcome aboard – the importance of nurturing new client relationships (Part one)

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Client onboarding is all about making each new client front and centre in welcoming them to your practice. In this article, the first of a two-part series, Zurich Australia will

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Zurich Investments launches new Global Growth Opportunities SMA  

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Zurich Investments has announced the launch of a new Separately Managed Account (SMA) focused on global growth opportunities. The Zurich Investments Global Growth Opportunities SMA allows investors the opportunity to

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Zurich Investments and Celeste Funds Management announce exclusive distribution partnership for Small Companies offering

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Zurich Investments has announced that it has signed an exclusive partnership agreement with Celeste Funds Management to distribute the existing Celeste Australian Small Companies Fund in the Australian market. The

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Justin Delaney to join Zurich as CEO, Life and Investments, Australia

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Zurich Financial Services Australia (Zurich) announced yesterday the appointment of Justin Delaney as Chief Executive Officer, Life and Investments. Delaney, who will take up his appointment in December 2019, brings

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Zurich LiveWell program empowers and rewards customers

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Zurich has unveiled a new wellness program – LiveWell – designed to empower and reward life insurance customers who take steps to improve and maintain their physical and mental wellness.

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Zurich completes acquisition of ANZ’s life insurance business

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Zurich’s acquisition of ANZ’s life insurance business, OnePath Life, is now officially complete. The completion of the sale sees Zurich acquire the OnePath brand and product range, along with more

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