Zurich voted Australia’s best value life insurance

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Zurich Financial Services Australia (Zurich) has been awarded Canstar’s highest honour – the 5 star Outstanding Value award – in recognition of the quality and value offered across its retail life insurance range. Zurich has now received this accolade twice in the last three years. In addition to the top award, Zurich also picked up […]

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Zurich adviser ‘think tank’ says financial coaching is the way of the future

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Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments. BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some […]

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What does the future of Trauma insurance look like?

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“Change is the only constant”, or so the saying goes, and the life insurance industry is no exception. Just as the typical client of today is changing, becoming more “diverse, demanding and connected”[1], so does the approach that we take to the range and flexibility of cover we provide. The world is already moving towards […]

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Rules of engagement – Learnings from Adviser and Practice of the Year

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How do you eat an elephant? We all know the saying, but you may be surprised to find out just how many advisers fail to apply this lesson to their own business. The answer is, of course, one bite at a time. This is consistently one of the most valuable lessons that the winners of […]

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Zurich Investments’ Australian Property Securities Fund receives ratings ‘trifecta’ from research houses

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Zurich Investments Australian Property Securities Fund (the Fund) has maintained its “Highly Recommended” rating from research houses Lonsec and Zenith in their 2017 reviews. This follows the Fund also being named this year’s ‘Morningstar Fund Manager of the Year: Property & Infrastructure Category’ in March, and rounds out the recognition from Australia’s leading research houses […]

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All over red rover?

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The sheer volume of funds flowing into passively managed investments suggests the active versus passive debate has been decided. Earlier this year, the Financial Times reported that “While outflows from actively managed funds have hit a cumulative $1.2 trillion since 2007, overall inflows into index trackers and ETF’s have topped $1.4 trillion over that period.”[i] […]

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Ten things you need to know about Zurich’s Life Risk Update

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On May 15 Zurich announced a major revamp of its life insurance offering. Here’s an outline of ten things you need to know about the changes that have been made. 1. ‘Best of breed’ offering to truly tailor your advice This is our first major product update since acquiring the Macquarie Life risk business in October […]

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Zurich announces pricing and product improvements in 2017 update

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Zurich Financial Services Australia (Zurich) has announced details of a major revamp of its life insurance offering. The first Zurich update for 2017 is designed to introduce more choice, value and quality into its range, with highlights including Term and TPD rate reductions, a simpler and more significant SmartValue bundling discount and significant enhancements to […]

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What does it take to make diversity and inclusion a reality at the practice level?

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In the past few months the diversity and inclusion spotlight has shone brightly on the wider insurance industry. In late September Lloyd’s ‘Dive in Festival’ elevated the conversation to a global level, with concurrent events held in 10 countries — all focused on enabling diversity and inclusion in the insurance industry. It seems that hardly […]

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Make claims part of your value proposition

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The continued focus on LIF has spawned a number of corollary discussions, with one of the most important being around the concept of the adviser value proposition. Put simply, your value proposition is the total package of value you deliver to your clients, in exchange for the remuneration you receive. Regardless of whether that remuneration […]

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