Zurich 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 readingFinancial 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 […]
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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. […]
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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 […]
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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 […]
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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). […]
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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 […]
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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 […]
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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 […]
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24
Jun
2019
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 than 500 employees who have joined the Zurich Life and Investments team across Australia. It also marks the commencement of a 20 year agreement for […]
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03
Jun
2019
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