Five steps to create a niche market

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Five steps to create a niche market No business can be all things to all people, especially when that business is a small business. In this article, Zurich explores the development of a niche market and how that can be beneficial for both client and adviser in a financial planning practice. A niche market is […]

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The unexpected outcomes of getting customer experience right

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First impressions that drive lifetime outcomes The customer experience you provide to your clients delves much deeper than the standard customer service standards. As described by customer experience firm Qualtrics, ‘…customer experience is more than tracking promoters or satisfaction scoring. You have to know how your customers are changing, which ones matter most, and, essentially, […]

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Zurich rolls out lifestyle program to new customers

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Zurich has commenced rolling out its new mobile app-based lifestyle program, ‘Loving Life’ to all new retail life insurance policyholders. The exclusive program gives members access to more than 4,500 lifestyle and entertainment offers via the convenience of their smartphone. As a ‘Loving Life’ member, customers can save on a variety of everyday local services […]

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Zurich strengthens team with new Risk Strategy Specialist

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Adam Crabbe as Risk Strategy Specialist within its Life and Investments business. Mr. Crabbe brings more than 25 years’ experience to the Zurich Life and Investments team, having previously held roles as financial adviser, and Practitioner and Lecturer at Kaplan. Most recently, Mr. […]

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OnePath product range and brand to remain core to Zurich strategy

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Zurich has confirmed it will keep both the Zurich and OnePath brands and propositions active in the market after its planned acquisition of the OnePath Life business later this year. Speaking to financial advisers at a recent roadshow, Life & Investments CEO Mr. Tim Bailey reiterated Zurich’s plan to continue investment in both the Zurich […]

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Ethics and mental health in financial planning

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It’s a disturbing statistic. Each year, one in five Australians suffer from a mental illness; it is the third leading cause of disability burden in Australia[1]. Ethical practice underpins the financial planning process, however, there are additional considerations for those clients experiencing mental illness personally or dealing with family members who are. In this article, […]

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Zurich Investments welcomes Sigma as its new Small Companies Fund manager

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Zurich Investments has announced the appointment of Sigma Funds Management (Sigma) as the strategic investment partner to manage the Zurich Investments Small Companies Fund. Focused purely on Australian small companies outside the S&P/ ASX 100, the fund aims to provide investors with long-term capital growth outperforming the small companies index over periods of three or […]

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Zurich appoints Head of Savings and Investments

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Matthew Drennan to the newly created executive role of Head of Savings and Investments within its Life and Investments business. This appointment reinforces Zurich’s commitment to its Investments business, and the complimentary contribution that it makes to Zurich’s risk offering in Australia. In […]

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Trauma and your practice

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Unfortunately, a large number of Australian’s experience traumatic personal injury or illness every day. Many receive lump sum insurance or compensation payments, but are not always able to access financial advice appropriate for, and tailored to, their circumstances. In this article, Zurich explores the incidence of traumatic injury and its far-reaching impact on individuals and […]

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Zurich enters agreement to acquire OnePath Life

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Zurich to become #1 in retail life insurance Significantly expands distribution footprint via long term distribution agreement with ANZ OnePath brand and OneCare range to remain core Zurich Financial Services Australia Limited (Zurich) has entered into an agreement to acquire the OnePath life and consumer credit insurance business (OnePath Life) from ANZ for $2.85b AUD, […]

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