October 19, 2020

October 19, 2020 | Adviser News


A big heart felt thank you

I’m sure I’m not alone in breathing a sigh of relief as we approach the end of this rollercoaster of a year. No sooner had the devastating bushfires ended, before we were faced with all the challenges of COVID-19.


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!

 

October 19, 2020

COVID-19 Stimulus Packages Repacked

With so much change happening so frequently, _ZONE is bringing you an important webinar which unpacks what the recent Federal Government stimulus measures contain. Zurich Risk Strategy Specialist, Adam Crabbe, will explore what the measures mean for you as a financial adviser, your clients and what practical tools you can use to advise your clients.

October 15, 2020

Phase 3 of the Morrison Recovery Blueprint

COVID-19 has changed the world as we know it. (Wow that’s insightful!) Some things will change for the longer term (ways of working, blind reliance on a single lowest cost supply chain, being naive about cyber security and soft power, etc) some for the next 2-5 years (attitudes to monetary policy and budget deficits, globalisation, immigration flows, etc). In Australia one of the biggest short-term adjustments is, and will continue to be, what happens on fiscal policy.

October 15, 2020

2020-21 Federal Budget

On 6 October 2020, the Treasurer, Mr Josh Frydenberg, delivered the 2020-21 Budget, setting out the economic plan and outlook for Australia for the years ahead. With the Australian economy in recession (the first time in almost 30 years) as a result of COVID-19, there remains substantial uncertainty around the global and domestic outlook, as well as the extent of any longer-lasting economic effects from the pandemic.

October 19, 2020

Supporting clients through their recovery, with wellness and rehabilitation

At Zurich, our support to clients doesn’t stop once a claim is paid. We are committed to supporting clients during their recovery, with continued investment in our wellness, rehabilitation and return to work programs.

October 19, 2020

This month's _Zone Session: Supporting Vulnerable clients

Presented by OnePath's Wellness and Rehabilitation Manager Alicia Gibbs and Consultative psychologist Anthea Hickey, this webinar will equip you with the skills to be able to identify client vulnerability and provide you with tips on how to best support them through these challenging periods.

October 19, 2020

My Wellbeing Hub

My Wellbeing Hub is now available! We have compiled a collection of health and wellbeing resources to support you, your clients and your practice on the journey towards overall wellness.

April 19, 2021

Weekly Market Update

Weekly Macro & Markets View