February 28, 2019

February 28, 2019 | Adviser News


Join us at the 2019 Zurich Adviser Briefing - Inspiration, Intelligence and Integrity

2019 is shaping as a truly momentous year for the entire financial services sector. A new educational framework is proposed, and the Royal Commission final report will have a significant impact on our industry.

 

For our 2019 adviser briefing we have assembled an impressive array of speakers to help inform and inspire you and your business to respond to ongoing change and deliver even better outcomes for your clients.

Strategic update on the Royal Commission, industry consolidation and more.
 

Tim Bailey, CEO Zurich Life & Investments and Kristine Brooks, Chief Distribution Officer Zurich Life and Investments will give an update on our response to the Royal Commission final report and Zurich’s position on life insurance commissions.
Along with industry consolidation, rapidly advancing technologies and the changing perceptions of consumers, 2019 is clearly a watershed moment for us all, and the way advisers, licensees and institutions respond will have lasting consequences. We will also provide an update on transfer of the OnePath Life business from ANZ to Zurich.

Rebuild trust. Turbo-charge growth. 
 

Joining us is Chris Savage, one of Asia Pacific’s leading public relations and communications leaders and experts in reputation management. Chris is the founder and former CEO of Ogilvy PR Australia and he will distil his expertise on complex issues management, leadership and rebuilding reputations in times of crisis into practical tips for advisers. This session is not to be missed.

Best practice insights from the industry's top advisers
 

Also joining us will be 2018 AFA Adviser of the Year Hugh Robertson, and Troy MacMillan from Practice of the Year TWD Australia, who will discuss the secrets of their success and how they are seeking to turn change into opportunity.


Adviser of the Year - Hugh Robertson, Centaur Financial Services



Practice of the Year - Troy MacMillan, TWD Australia


Making ‘wellness’ relevant to your clients and your practice
 

The term ‘wellness’ is now universal. Zurich’s partnership with both the Melbourne Demons Football Club and the AFL Coaches Association gives us access to sporting leaders who will explore the link between wellness and performance, in a way that is relatable to your client experience.

Coming to a capital city near you
 

Please speak to your Zurich Representative today if you would like to register for any of the following events:
(Registration opens at 8.30am for a 9.00am start at all locations)

Brisbane – The Calile Hotel – 6 March
Melbourne – Rydges Melbourne - 7 March
Sydney – Amora Hotel – 8 March
Perth – Pan Pacific – 19 March
Adelaide – National Wine Centre – 21 March

February 28, 2019

Now is the time for advisers to tell their story

2018 was a memorable year for many reasons. In a challenging environment that has seen so much disruption and distraction, it is incredibly heartening to continue to see and hear so much positivity and willingness to adapt and thrive within a shifting advice landscape.

February 28, 2019

Goodbye December?

2018 was a memorable year for many reasons. In a challenging environment that has seen so much disruption and distraction, it is incredibly heartening to continue to see and hear so much positivity and willingness to adapt and thrive within a shifting advice landscape.

February 28, 2019

Market Update

2018 was a memorable year for many reasons. In a challenging environment that has seen so much disruption and distraction, it is incredibly heartening to continue to see and hear so much positivity and willingness to adapt and thrive within a shifting advice landscape.

February 28, 2019

The Cost of Care part 3 - The Cost of Heart and Artery

In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve into three of the biggest cost burdens facing Australians today – Cancer, Heart and Artery and Mental Health.