Risk advice: new research underscores the importance of collaboration and consultation on future

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Zurich has called for all stakeholders – regulators, policymakers, financial advisers, insurers and consumers – to collaborate on the framework for the 2021 ASIC review of life insurance advice. This collaboration is essential to ensure the review, which will determine the choices consumers have in accessing expert help with life insurance, is as robust and […]

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CPD: The cost of care – part 3 – the cost of heart and artery

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

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CPD: The cost of care – part 2 – mental health

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

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Zurich appoints Head of Bancassurance & Direct 

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Kieran Forde to the newly created executive role of Head of Bancassurance & Direct within its Life and Investments business. Mr. Forde joined Zurich from ANZ, in November ahead of the acquisition of the OnePath life insurance business. His appointment has been made ahead of […]

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CPD: The cost of care – part 1 – the cost of cancer

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

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New Zurich Adviser Portal to significantly improve adviser efficiency

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Zurich has announced the launch of its ‘next generation’ adviser portal, incorporating a new online platform for life insurance quotes and applications. Developed in conjunction with Omnium, UnderwriteMe and User Experience specialists Jade Software, the Zurich Adviser Portal also incorporates client management functionality and utilises the UnderwriteMe rules engine to significantly increase straight-through-processing rates. An […]

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New research provides missing link in risk advice methodologies

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New Zurich research has accurately quantified the direct and indirect costs of serious health conditions, providing licensees and advisers with a more robust platform to recommend products, benefits and sums insured to life insurance consumers. Zurich’s Cost of Care study, conducted in conjunction with research partner Zest Healthcare Communications, draws on industry wide data to […]

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Zurich announces new leadership team to drive dual proposition strategy

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Zurich has unveiled details of the executive leadership team that will take its Australian Life & Investments business forward once the acquisition of OnePath Life has completed. The composition of the new team reinforces Zurich’s commitment to a dual proposition strategy which will see the Zurich and OnePath Life brands and products continue to operate […]

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The Vinnies CEO Sleepout: reminding us of our social purpose

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At a time of intense scrutiny on the financial services sector, it is easy to lose sight of the inherent social purpose underlying the myriad of products and services it provides. This is especially true of life insurance, where the $10 billion life insurers pay in claims each year isn’t widely appreciated; except perhaps by […]

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Zurich’s AREITs Fund upgraded to Gold with Morningstar

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Following their most recent fund review, Morningstar have upgraded the Zurich Investments Australian Property Securities Fund (Fund) to a Gold Morningstar Analyst Rating™ as of 21 May 2018. Having also maintained its “Highly Recommended” rating with both Lonsec and Zenith in their most recent reviews, this sees the Fund now hold the highest possible rating […]

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