Welcome to the new year everybody, I hope you managed to have a nice break with family and friends and were able to push the reset button. It is great to be underway in 2021, it’s a big year in so many ways and we look forward to partnering with you and supporting you and your customers to the best of our ability.
We’re here to help
With the very recent bushfires in Western Australia, we are working hard to support our customers and respond as quickly as possible. Support is available for Zurich Life customers who are impacted or experiencing hardship. This includes those Zurich life insurance customers who (a) have been directly impacted by the fires, or (b) are volunteering in fire impacted regions or are with emergency response teams, to the detriment of their own financial wellbeing. For more information visit: https://www.zurich.com.au/claims/information-for-life-customers-affected-by-wa-fires.html
Welcome Jacqui Lennon to the leadership team
I am excited to welcome Jacqui Lennon Head of Customer & Digital to the Zurich leadership team. Jacqui joined us this month. Jacqui is incredibly experienced in leading product design and strategy in financial services. She will be well placed to drive Zurich’s product strategy as we respond to the challenge in disability income insurance and seek to offer truly differentiated and sustainable products to customers, in a digital world.
The Client Connection
At the end of last year our Risk Strategy Specialist Adam Crabbe presented a thought leadership piece at the AFA Conference on The Client Connection which will be launched later this month. The research looks at how Australians health and wellbeing, their leisure, recreation, hobbies and financial security are all intrinsically linked within the advice relationship. We identify new theory and research that links activity / financial advice and mental wellbeing throughout the series.
_ZONE Education
A reminder that _ZONE is our education program, designed to guide you through the professional development you need as an adviser whilst earning CPD accreditation. We have a number of webinars available this month covering off areas around the foundations of behavioural finance, underwriting fundamentals, utilising Facebook groups to boost your engagement with your clients plus more > Visit _ZONE
The year ahead
We look forward to continuing to invest in both our Zurich and OnePath propositions and we will shortly share our plans with you. With the introduction of new Income Protection products across the market also planned for 2021, we will arm you with the right education, tools and resources which will assist you in servicing and supporting your clients. To kick start this support, we will be running a number of Masterclasses across Australia and via _ZONE in March with a focus on the importance of sustainable products, the value these products will have for your clients and helping you to understand any applicable regulatory changes on the horizon. If you would like to find out more about these Masterclasses, please speak to your BDM.
I look forward to connecting with you soon.
Kind regards
Kieran