Zurich and OnePath Life launch industry-wide mental health support for financial advisers

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Timed in recognition of R U OK? Day, Zurich Life & Investments and OnePath Life have launched a Holistic Adviser Wellbeing Toolkit, an industry-first that provides mental health and wellbeing support for financial advisers. The Holistic Adviser Wellbeing Toolkit is comprised of two parts: My Wellbeing Hub CPD-accredited training modules hosted on _Zone, the new on-demand

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Zurich announces key operational appointments to support its integrated service agenda

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Zurich Life & Investments has announced several key appointments in its operational team, to support both the Zurich and OnePath life insurance brands and provide a consistently high-quality experience for financial advisers and customers. The appointments include: Tina Beilby to the newly created role of Head of Operations, Integration Joanne Faglioni to the newly created

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Zurich Investments Global Growth Opportunities SMA Receives Lonsec “Recommended SMA” Rating in initial review

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Zurich Investments has announced its Global Growth Opportunities Separately Managed Account (SMA) has been recognised by Lonsec with a “Recommended SMA” rating. The Global Growth Opportunities SMA was launched in August 2019 and is available to Australian financial advisers via the Hub24 platform. The SMA allows the opportunity for investment in a high conviction growth

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Zurich Australia and OnePath Life support 20 charities with COVID-19 response funding

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Zurich Australia (Zurich) in cooperation with Zurich Insurance Group’s charitable foundation, the Z Zurich Foundation (ZZF) in Switzerland, has announced an immediate wave of community impact funding to support Australian and New Zealand charities in the wake of COVID-19. The emergency financial support equates to an additional $1.43 million, which is being allocated to 20 different

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COVID-19 risks outlook: A preliminary mapping and its implications

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Yesterday, the World Economic Forum released a new report: COVID-19 Risks Outlook: A preliminary mapping and its implications, to raise awareness and trigger timely debate as governments and businesses design post-lockdown measures. The report is informed by the views of nearly 350 senior risk professionals and identifies the main emerging concerns and fallouts. It provides an

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Life insurance premium waiver for bushfire victims

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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

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Zurich awarded group insurance mandate from $8b Industry Super Fun

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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

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CPD: 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 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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CPD: 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 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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CPD: 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 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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