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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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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