Adviser News and Insights
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Latest Insights
May 06, 2022
Welcome to the May edition of Adviser News
We hope you are finding it more convenient getting your Zurich and OnePath news all in one place. We want to provide you with insights across our life insurance products and services, investment updates, plus personal and professional development topics through _Zone Education.
May 06, 2022
Improving adviser experience by bringing our solutions under one smart and simple portal
This week marks some significant milestones for our newly launched quoting, application and client management system, ‘The Adviser Portal’ that we expect to begin driving significant efficiency gains amongst life insurance advisers.
May 06, 2022
Investments Webinar: The current state of play in Australian Small Caps
Please watch our CPD accredited, on-demand webinar featuring Paul Biddle and Martin Bryers, portfolio managers of the Celeste Australian Small Caps Fund. The team presents the impact that inflation and higher commodity prices have had on Australian small caps and where some interesting opportunities exist given the volatile nature of markets in the first quarter of 2022.
May 06, 2022
'Loving Life' has moved to a new app
With improved features for a better experience, 'Loving Life' users can now search via a map for nearby offers, save their favourites, and keep track of their savings on their very own profile. Rewarding Zurich life insurance customers, every day - we hope you and your clients APP-solutely love it.
May 06, 2022
Introducing our new customer value proposition “Yours for Life” which includes an improved customer onboarding experience including digital assets designed to guide customers through key pillars of what it means to be Zurich customer, including Loving life, claims, sustainability, community, plus more.
May 06, 2022
As part of our partnership with UNICEF, we have launched the Global Coalition for Youth Mental Wellbeing. This initiative addresses the severe global shortage of funding and action in support of young people’s mental health. The Adviser Portal has our most up to date customer records, please ensure details are up to date to ensure customers don’t miss out on updates, improvements and offers.
May 06, 2022
Proposed transfer of the life insurance business of OnePath Life Limited to Zurich Australia Limited
An application has been filed with the Federal Court of Australia (Court) for confirmation of a scheme to transfer the life insurance business of OnePath Life Limited (OnePath Life) to Zurich Australia Limited (Zurich) under Part 9 of the Life Insurance Act 1995 (Cth). The confirmation hearing is scheduled for 6 July 2022, subject to change from the Court. You will shortly receive communications with further information on what this means for you and your clients. Following this, a communication about the scheme will then be sent to all advised OnePath Life policy owners. There is no immediate action either you or your clients will need to take.
May 06, 2022
How has the COVID-19 pandemic affected mental health? We examine five of the most significant impacts and the lessons about mental wellbeing we’ve learnt along the way.
May 06, 2022
Last month marked World Immunisation Week. We are reminded now more than ever about the power of vaccines to keep us and the community safe.
May 06, 2022
Watch the latest Trauma insurance webinar on _ZONE Education: Insights into conditions, costs and coverage.
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Life Insurance
May 06, 2022
Welcome to the May edition of Adviser News
We hope you are finding it more convenient getting your Zurich and OnePath news all in one place. We want to provide you with insights across our life insurance products and services, investment updates, plus personal and professional development topics through _Zone Education.
May 06, 2022
Improving adviser experience by bringing our solutions under one smart and simple portal
This week marks some significant milestones for our newly launched quoting, application and client management system, ‘The Adviser Portal’ that we expect to begin driving significant efficiency gains amongst life insurance advisers.
May 06, 2022
'Loving Life' has moved to a new app
With improved features for a better experience, 'Loving Life' users can now search via a map for nearby offers, save their favourites, and keep track of their savings on their very own profile. Rewarding Zurich life insurance customers, every day - we hope you and your clients APP-solutely love it.
May 06, 2022
Introducing our new customer value proposition “Yours for Life” which includes an improved customer onboarding experience including digital assets designed to guide customers through key pillars of what it means to be Zurich customer, including Loving life, claims, sustainability, community, plus more.
May 06, 2022
As part of our partnership with UNICEF, we have launched the Global Coalition for Youth Mental Wellbeing. This initiative addresses the severe global shortage of funding and action in support of young people’s mental health. The Adviser Portal has our most up to date customer records, please ensure details are up to date to ensure customers don’t miss out on updates, improvements and offers.
May 06, 2022
Proposed transfer of the life insurance business of OnePath Life Limited to Zurich Australia Limited
An application has been filed with the Federal Court of Australia (Court) for confirmation of a scheme to transfer the life insurance business of OnePath Life Limited (OnePath Life) to Zurich Australia Limited (Zurich) under Part 9 of the Life Insurance Act 1995 (Cth). The confirmation hearing is scheduled for 6 July 2022, subject to change from the Court. You will shortly receive communications with further information on what this means for you and your clients. Following this, a communication about the scheme will then be sent to all advised OnePath Life policy owners. There is no immediate action either you or your clients will need to take.
May 06, 2022
How has the COVID-19 pandemic affected mental health? We examine five of the most significant impacts and the lessons about mental wellbeing we’ve learnt along the way.
May 06, 2022
Last month marked World Immunisation Week. We are reminded now more than ever about the power of vaccines to keep us and the community safe.
May 06, 2022
Watch the latest Trauma insurance webinar on _ZONE Education: Insights into conditions, costs and coverage.
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Investments
May 06, 2022
Investments Webinar: The current state of play in Australian Small Caps
Please watch our CPD accredited, on-demand webinar featuring Paul Biddle and Martin Bryers, portfolio managers of the Celeste Australian Small Caps Fund. The team presents the impact that inflation and higher commodity prices have had on Australian small caps and where some interesting opportunities exist given the volatile nature of markets in the first quarter of 2022.
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?