But as well as feeling relief, the end of this year is bittersweet for me – as I’ll soon be moving on from Zurich after 16 years. It’s been an amazing journey with a fantastic organisation, and I’m grateful to have shared the experience with so many talented colleagues and partners. I’m also extremely proud of everything our team has achieved during my time here.
In this edition, we’ve got an update from Matt Drennan, Head of Savings and Investments, on the Economic recovery underway, and a download of the Federal Budget to help you see what it means for you and your clients, plus more.
Our AFA conference highlights
It’s that time of year again, with the annual Association of Financial Advisers (AFA) Conference on last week. This year’s event was held virtually due to COVID-19 restrictions, with speakers presenting to delegates all over the country from a state-of-the-art TV-style studio in Sydney.
With some fantastic speakers and thought-provoking panel sessions on offer, our highlights this year were:
- Justin Delaney – CEO of Zurich Financial Services Australia sitting on the CEO Insurers Panel
- Darren Burgess – High Performance Manager, Melbourne Football Club, who presented on High Performance, Resilience and Leadership through Adversity.
- Adam Crabbe – Zurich Risk Strategy Specialist, leading a CPD-accredited session: The Client Connection – Lessons in Leisure
Delight your clients with My Zurich Self Service
With COVID-19 restrictions still in place across most of Australia, it’s the perfect time to encourage your clients to use self-service options like the My Zurich Customer Portal.
This smart, easy-to-use platform lets your clients to see all their Zurich insurance, super and investment information anywhere, anytime – all in one place.
Enjoy our flexible SmartValue discounts
We’ve improved our SmartValue discount options to provide even more flexibility when you combine Zurich insurance solutions. These discounts are automatically applied when you quote on new business through the Zurich Adviser Portal:
- a 12.5% discount on stepped lump sum policies, even where Life and Income Protection policies aren’t taken out together
- a 7.5% discount on stepped Income Protection policies, when bundled with a lump sum policy (excludes Business Expense Cover).
What’s more, your clients could also be eligible for a further discount of up to 7.5% by participating in the Zurich LiveWell program. Available exclusively to new policyholders, this program offers your clients a range of great benefits, and all you need to do is tick the box on their new policy application. And the more your clients engage with the program, the better they’ll feel and the more they’ll save.
Wishing you all the best
If you have any questions about the information in this newsletter, or if there’s anything else we can help you with, please reach out to your BDM.
This will be my last communication to some of you, and so I’d like to wish you good health and prosperity for the remaining months of 2020. Thanks for the wonderful memories!