Zurich Financial Services and OnePath Life will waiver premiums on life insurance policies for customers impacted by bush fires in the affected areas of NSW and Queensland. Both insurers recognise the significant impact the current bushfires are having on the livelihoods of customers in these areas and would like to assist. To help ease some […]
continue readingZurich has secured a group insurance mandate from a Queensland based industry superannuation fund. The mandate, Zurich’s first since it acquired OnePath Life in June this year, was awarded by Energy Super, an industry super fund which manages $8b in assets on behalf of 47,000 members. Commenting on the announcement, Gerard Kerr, Head of OnePath […]
continue reading
25
Oct
2019
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 or feel that having made a Will is sufficient to protection for their estate. In this article by Zurich, common objections – and possible responses […]
continue reading
21
Oct
2019
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 be properly drafted as part of their estate planning. Of those, the Will is a key document, along with Powers of Attorney, and Testamentary Trusts. […]
continue reading
14
Oct
2019
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 steps to develop or redefine a client onboarding process. In this second part, we explore further practical steps you can take to either formulate a […]
continue reading
09
Oct
2019
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 explore the many good reasons to develop a sound client onboarding process. Part two will explore practical strategies to either formulate or redefine your onboarding […]
continue reading
27
Sep
2019
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 invest in a high conviction growth strategy of up to 22 global securities, selected and managed by our US-based investment partner American Century Investments (ACI). […]
continue reading
09
Sep
2019
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 partnership combines Zurich Investments’ distribution capacity with Celeste’s investment management expertise and reputation. Celeste Funds Management was selected by Zurich Investments following a search for […]
continue reading
14
Aug
2019
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 to the role almost 25 years of experience in the Australian financial services industry. He was most recently the Chief Operating Officer for TAL’s life […]
continue reading
13
Aug
2019
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. LiveWell is an app based program which provides tools for individuals across three wellness pillars: Body, Mind and Community. By logging activity across these pillars […]
continue reading
24
Jun
2019
Earn CPD Points
CPD: Which beta is better?Infrastructure investing is increasingly popular within retirement savings plans and ...
CPD: 30 years of investment lessons from Japan, and the implications for real estateImagine a person of prime working age (~40 years old) ...
CPD: Quantitative investment delivers positive investor outcomesThe essence of a quantitative investment approach is straight-forward: it ...
CPD: Cold War 2.0 and its implications for global marketsBill Priest, CEO, co-CIO and portfolio manager of Epoch Investment ...
CPD: Growing your advice practiceThere is increasing commentary about the need for financial advice ...
0 comments