Adviser News and Insights
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Latest Insights
October 28, 2021
Ushering in a new era of life insurance
Welcome to the latest edition of Zurich Adviser News. It has been inspiring to witness the resilience of our adviser partners during these unusual and challenging times and I want to thank you all for the commitment and support you have shown to your customers and the community during this period. Things are finally looking up and there is light at the end of the COVID-19 tunnel, there is a real feeling of optimism returning which is so nice to see.
October 28, 2021
Introducing our new Income Protection product - Zurich Income Safeguard
In partnership with advisers, licensees and customers, we have taken a truly customer-centric approach to designing a new suite of products, making income protection easier to understand, more flexible and ultimately offering more certainty for the future. And for you as advisers, that means protecting your client’s biggest asset - their income - with even more confidence.
October 28, 2021
Using the power of partnership to promote young people’s mental wellbeing
In line with Zurich's commitment to support global and local advocacy on the importance of investing in mental health promotion and prevention, Z Zurich Foundation and UNICEF have recently launched a three-year partnership that aims to promote mental wellbeing among young people worldwide. The partnership aims to benefit more than half a million adolescents and caregivers across several countries and hopes to reach 30 million people worldwide.
October 28, 2021
Change Navigator - Helping you understand and adapt to the many significant industry changes
We hope you and your practice have been feeling supported with our one-stop knowledge and resource centre - Change Navigator. If you haven't had the chance to visit lately, you can find all of the latest information on the product solutions on sale, transition rules, compliance and reporting obligations, plus more.
October 28, 2021
Insurance can be complicated and with the recent shift in income protection we want to make sure your clients have access to easy to understand and up to date information. These videos also offer your clients tips and tricks when reviewing their policies, and what they can ask you as an adviser - so they can feel empowered to take control of their cover.
October 28, 2021
Committed to improving accessibility of mental wellbeing programs in the community
We are pleased to announce we have renewed our partnership with Mr Perfect - a grassroots men’s mental wellbeing network encouraging conversation and connections across Australia. It’s our hope and strong belief that through participation in community programs like Mr Perfect, fewer Australians will reach a point of crisis in their mental health.
October 28, 2021
_ZONE Education - guiding you through professional development
To ensure you have the right tools, support and training to help guide you through the new landscape of legislative change, we have a number of webinars available on _ZONE Education. Our latest session, 'Talk to the Specialists' brings together our in-house specialists - anything and everything is on the table for discussion, from technical product queries, to questions about how the new IP contracts fit in to your ongoing advice recommendations.
October 28, 2021
Welcome Daisy Pearce to the Zurich Ambassador family!
As a pioneer for women’s sport and AFLW in Australia for many years, we are thrilled to welcome Daisy Pearce into the Zurich Ambassador family. Daisy is Captain of Melbourne Football Club’s AFLW team, is an award-winning AFL commentator for Channel 7 and SEN, a professional midwife and a mother of two. An inspiring leader both on and off the field, we look forward to working with her.
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Life Insurance
October 28, 2021
Ushering in a new era of life insurance
Welcome to the latest edition of Zurich Adviser News. It has been inspiring to witness the resilience of our adviser partners during these unusual and challenging times and I want to thank you all for the commitment and support you have shown to your customers and the community during this period. Things are finally looking up and there is light at the end of the COVID-19 tunnel, there is a real feeling of optimism returning which is so nice to see.
October 28, 2021
Introducing our new Income Protection product - Zurich Income Safeguard
In partnership with advisers, licensees and customers, we have taken a truly customer-centric approach to designing a new suite of products, making income protection easier to understand, more flexible and ultimately offering more certainty for the future. And for you as advisers, that means protecting your client’s biggest asset - their income - with even more confidence.
October 28, 2021
Using the power of partnership to promote young people’s mental wellbeing
In line with Zurich's commitment to support global and local advocacy on the importance of investing in mental health promotion and prevention, Z Zurich Foundation and UNICEF have recently launched a three-year partnership that aims to promote mental wellbeing among young people worldwide. The partnership aims to benefit more than half a million adolescents and caregivers across several countries and hopes to reach 30 million people worldwide.
October 28, 2021
Change Navigator - Helping you understand and adapt to the many significant industry changes
We hope you and your practice have been feeling supported with our one-stop knowledge and resource centre - Change Navigator. If you haven't had the chance to visit lately, you can find all of the latest information on the product solutions on sale, transition rules, compliance and reporting obligations, plus more.
October 28, 2021
Insurance can be complicated and with the recent shift in income protection we want to make sure your clients have access to easy to understand and up to date information. These videos also offer your clients tips and tricks when reviewing their policies, and what they can ask you as an adviser - so they can feel empowered to take control of their cover.
October 28, 2021
Committed to improving accessibility of mental wellbeing programs in the community
We are pleased to announce we have renewed our partnership with Mr Perfect - a grassroots men’s mental wellbeing network encouraging conversation and connections across Australia. It’s our hope and strong belief that through participation in community programs like Mr Perfect, fewer Australians will reach a point of crisis in their mental health.
October 28, 2021
_ZONE Education - guiding you through professional development
To ensure you have the right tools, support and training to help guide you through the new landscape of legislative change, we have a number of webinars available on _ZONE Education. Our latest session, 'Talk to the Specialists' brings together our in-house specialists - anything and everything is on the table for discussion, from technical product queries, to questions about how the new IP contracts fit in to your ongoing advice recommendations.
October 28, 2021
Welcome Daisy Pearce to the Zurich Ambassador family!
As a pioneer for women’s sport and AFLW in Australia for many years, we are thrilled to welcome Daisy Pearce into the Zurich Ambassador family. Daisy is Captain of Melbourne Football Club’s AFLW team, is an award-winning AFL commentator for Channel 7 and SEN, a professional midwife and a mother of two. An inspiring leader both on and off the field, we look forward to working with her.
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Investments
September 07, 2021
Insights from our Partners: The Seven Sins of Thematic Investing
Lazard Asset Management’s Global Thematic Equity team shares its decades of experience in identifying and avoiding the seven sins of thematic investing.
September 02, 2021
Manager insights: Lessons from the COVID experience
The COVID-19 experience has impacted every asset class to some level but listed property stocks in particular. Watch this interview to hear from Carlos Cocaro, portfolio manager of the Zurich Investments Australian Property Securities Fund, as he discusses why dislocations in the market can often lead to opportunities and how an experienced manager can exploit value dispersions to build conviction in active positions for the long term.
July 30, 2021
Covid-19 today – Learn the science behind the new variants and vaccines
With Covid-19 once again front and centre for many of us in Australia, it’s understandable that you might be interested in learning more about the virus and the various vaccines that you’re hearing about in the media.
June 25, 2021
Market Update webinar with Celeste Funds Management
Notwithstanding current outbreaks, economic recovery expectations continue to improve as the pace of the Covid-19 vaccine rollout accelerates. But firming growth expectations have been accompanied by rising Sovereign bond yields. Will this derail equity markets or will accommodative fiscal and monetary policy, improving employment and rising vaccination rates continue to support markets through 2021?
March 24, 2021
Why consider thematic investing in 2021?
Profound transformations are taking place in the global economy as digitization becomes universal and environmental threats, societal anxieties, and regulation gain ever greater prominence. Investors are therefore beginning to focus on the risks these transformations pose to business as usual, as well as the coming response of policymakers. Embedded within these shifts are generational opportunities for investors willing to take a differentiated approach.