Adviser News and Insights


  • Latest Insights

    September 26, 2019

    Zurich’s high tech underwriting is delivering results with a human touch

    The process of underwriting has always been a crucial cog in the adviser/insurer relationship, although modern perceptions have shifted from being a standard “back office” process to a real point of difference in an insurer’s full-service offering. Most recently, the introduction of URE’s (Underwriting Rules Engines) is providing innovative, tech driven underwriting solutions to a growing volume of business submitted.

    September 26, 2019

    Podcast & Profile: AFA AOTY winner Simone Du Chesne

    Referrals are a gift not a right. Adviser of the Year, Simone Du Chesne discusses how she keeps them coming in and makes the conversion.

    September 26, 2019

    Super Friend Looking After You Booklet – Simple Strategies for Busy Times

    Most of us are juggling multiple roles in our lives, and many of these typically involve caring for others. Making self-care a priority with “the life juggle” can be tricky, so to help, our mental health and wellness partner Super Friend have put together this resource packed with simple, easy and free ways you can inject more care for yourself into each and every day.

    September 26, 2019

    How workplaces can save lives

    Understanding where you fit within the context of tackling mental health is important. That is, workplaces are not counselling practices, and managers are not psychologists, so you should not attempt to encroach on areas outside your abilities. Your responsibility is to notice changes that affect a person’s work, speak to them and provide support if they are experiencing difficulties, and refer them to further help.

    September 26, 2019

    How to find a mental health professional

    Because financial wellbeing is fundamentally linked to mental health and wellbeing, as a financial adviser, you may be in the position where you become the accidental counsellors for your clients.

  • Life Insurance

    September 26, 2019

    The industry is coming together for positive change

    This week Zurich had the honour of being part of the inaugural Professional Planner, Risk Advice Summit, which we co-sponsored with AIA. The event brought together key industry stakeholders from insurers, regulators, advisers and politicians to discuss some of the big challenges confronting us today. Zurich CEO Tim Bailey was on a leadership panel in addition to Head of corporate affairs, Richard Dunkerley who facilitated a discussion between two leading market research firms, NMG & CoreData, who shared key insights from their extensive studies of the current Australian insurance and advice market.

    September 26, 2019

    Zurich’s high tech underwriting is delivering results with a human touch

    The process of underwriting has always been a crucial cog in the adviser/insurer relationship, although modern perceptions have shifted from being a standard “back office” process to a real point of difference in an insurer’s full-service offering. Most recently, the introduction of URE’s (Underwriting Rules Engines) is providing innovative, tech driven underwriting solutions to a growing volume of business submitted.

    September 26, 2019

    Podcast & Profile: AFA AOTY winner Simone Du Chesne

    Referrals are a gift not a right. Adviser of the Year, Simone Du Chesne discusses how she keeps them coming in and makes the conversion.

    September 26, 2019

    Super Friend Looking After You Booklet – Simple Strategies for Busy Times

    Most of us are juggling multiple roles in our lives, and many of these typically involve caring for others. Making self-care a priority with “the life juggle” can be tricky, so to help, our mental health and wellness partner Super Friend have put together this resource packed with simple, easy and free ways you can inject more care for yourself into each and every day.

    September 26, 2019

    How workplaces can save lives

    Understanding where you fit within the context of tackling mental health is important. That is, workplaces are not counselling practices, and managers are not psychologists, so you should not attempt to encroach on areas outside your abilities. Your responsibility is to notice changes that affect a person’s work, speak to them and provide support if they are experiencing difficulties, and refer them to further help.

  • Investments

    August 29, 2019

    A moment with Matthew Drennan

    This September we are proudly celebrating 10years of partnership with American Century, our fund manager for the Zurich Investments Global Growth and Concentrated Global Growth Funds.

    August 29, 2019

    For investors who believe in making a difference

    With increasing levels of interest amongst investors in making an impact with their investments, we know you have a tough job in trying to balance that with the need for performance as well.

    August 29, 2019

    Societal shifts as investment risks

    What do Facebook, BHP, and Starbucks have in common? Or, put another way, what risk is most likely to drive change in each business?

    August 29, 2019

    Market Update

    In this month’s Market Update Patrick Noble, Senior Investment Strategist, looks at the latest events driving investor sentiment across the major asset classes.

    June 27, 2019

    Looking through a sustainability lens

    Sustainability is becoming an increasingly important part of the contemporary investment landscape. Indeed, successful long-term investing depends upon the identification of companies which have sustainable business models and goes hand-in-hand with environmental sustainability.

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