Latest news for Financial Advisers from Zurich

Latest adviser news: Risk Pulse


September 25, 2017

A Reality Check

Taking a break from your everyday routines can be invaluable. Once the demands of work and daily life fall away, you can take stock. This is something that I was fortunate enough to be able to do recently while in New York.

September 25, 2017

Get MatchFIT for LIF with the Zurich DIET

There is a growing concern that advisers are not adequately prepared and lack the knowledge of the remuneration changes due to take effect with the introduction of the Life Insurance Framework (LIF) on 1 January. These are the top findings of a study recently commissioned by Zurich and undertaken by Lewers Research, of around 200 active risk writers.

September 25, 2017

Intergenerational Advice Part 2: building your tribe

In the first part in this Intergenerational Advice series, we looked at the threat of not having an intergenerational advice strategy – not just for advisers but also for clients, and the resulting risk of familial breakdown, lost assets and a dissipating client base.

September 25, 2017

Adviser Q&A: Navigating toward the advice practice of tomorrow

At Zurich, we’ve been partnering with financial advisers for many years to help develop resources and tools, and share best practice thinking to help ensure the continued success of the financial advice profession in Australia.

September 25, 2017

Are your clients prepared for the cost of survival

Australians have never had a healthier standard of living in its relatively short history. Medical advances and technology has come leaps and bounds in the past 20 years, and as we sit on the cusp of the fourth industrial revolution, we can expect this to boom once again, taking us into an uncharted health and lifestyle horizon.

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