CPD: Estate planning and insurance

From

Improving the financial outlook for the family is the key driver for most Australians, yet many fail to fortify that legacy through sound estate planning and adequate insurance. In this article, Zurich examines the importance of estate planning and within that, the role played by insurance, the funding mechanism for a comprehensive estate plan. The […]

continue reading

Zurich LiveWell program empowers and rewards customers

From

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

Zurich completes acquisition of ANZ’s life insurance business

From

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 […]

continue reading

New customer self-serve portal helps drive adviser efficiency and focus

From

 Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of self-serve convenience for clients, at the same time helping drive greater adviser efficiency by streamlining non-core client administration tasks. These tasks, including changing address, updating credit card details and […]

continue reading

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

From

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 […]

continue reading

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

From

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 […]

continue reading

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

From

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 […]

continue reading

Zurich appoints Head of Bancassurance & Direct 

From

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 […]

continue reading

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

From

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 […]

continue reading

New Zurich Adviser Portal to significantly improve adviser efficiency

From

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 […]

continue reading