May 25, 2017
May 25, 2017 | Risk Pulse
The biggest range in market, exclusive tips from an Adviser of the Year judge, and claims that give your clients peace of mind
Life is made up of an infinite amount of choices. Most decisions, such as what you’ll eat for lunch today, are small and only slightly impactful, but it’s the big decisions—the ones that can change your life forever—that can be tough to make. This is precisely how many Australians feel about their financial future. There is arguably nothing more important to a person’s long-term wellbeing than the choice they make about how to invest and grow their wealth or how to ensure the ones they truly love are adequately provided for, should the worst happen.
These are tough choices, and they are certainly big choices – if not life changing – however, the most important thing for clients is that they are, in fact, offered a choice.
At Zurich, we couldn’t agree more. That’s why this month we were extremely proud to launch our Life Risk Update, which is giving advisers the biggest, brightest and boldest choice of on-sale products in the market, and clients the choice of a truly tailored solution – no matter their age, occupation, or lifestyle.
In this edition of Risk Pulse, we keep it simple and list the Top 10 things you need to know about the changes we’ve made, how they can significantly strengthen your own value proposition, and give you even more confidence in recommending Zurich.
And if launching a new, market-leading proposition isn’t excitement enough for us at Zurich this month, I’m also thrilled to announce that applications for this year’s AFA Adviser and Practice of the Year Awards are officially open.
We’re celebrating our fifteenth anniversary as a proud foundation partner of the AFA Adviser and Practice of the Year Awards this year, and in this time have seen some of the most extraordinary advisers and businesses that Australia has to offer. However, as the profession continues to face new challenges and changes, we’re also looking to celebrate advisers who are leading the industry with new ways of thinking.
This doesn’t just mean we’re looking for advisers who’ve integrated AI or VR (or any other acronyms) into their business, or those who are on the cutting edge of FinTech, RegTech – or any new tech. While, these are important for any future-looking advice business to have on its radar, our AFA Adviser and Practice of the Year winners are determined by their professionalism, their authenticity, their passion for what they do, and how they can and do change clients’ lives.
As an AFA Adviser and Practice of the Year judge, I’ve spoken to my fair share of advisers over the years who were considering nominating themselves but were put off by the time commitment, the paperwork, or because they don’t think they have the right experience or qualifications. My advice every time is “this is not a one size fits all award”. To get to the bottom of what the judges are really looking for in this edition of Risk Pulse, we sit down with 2017 judge, Deborah Kent who shares her philosophy on what makes a great Adviser and Practice of the Year.
Also this month, we investigate the future of Trauma insurance and give you the first look at Zurich’s claim statistics from 2016, plus personal stories from some of our customers to give your clients peace of mind and the confidence knowing they’re with Zurich.