Adviser News and Insights
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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
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.
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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
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.
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Investments
August 29, 2019
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
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.