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.

Kris

May 25, 2017

Ten things you need to know about Zurich’s Life Risk Update

This month Zurich announced a major revamp of its life insurance offering – our first update for 2017. Here’s an outline of ten things you need to know about the changes we’ve made:

May 25, 2017

What judges look for in an Adviser and Practice of the Year

The AFA Adviser of the Year Award is now in its 14th year, recently being joined by the Practice of the Year Award also. As a proud foundation partner, Zurich believes strongly in the value of quality advice and the professionals that provide it.

May 25, 2017

What does the future of Trauma insurance look like

“Change is the only constant”, or so the saying goes, and the life insurance industry is no exception. Just as the typical client of today is changing, becoming more “diverse, demanding and connected” , so does the approach that we take to the range and flexibility of cover we provide.

May 25, 2017

Claim with confidence at Zurich

The handling of life insurance claims has been in the spotlight in recent years, and amongst the noise and valid industry scrutiny, it’s understandable that advisers want to make sure that their clients are protected with the cover that is right for them, and by a company that will be there for them – no matter what.

May 25, 2017

ZLife app: advisers’ one-stop client management shop

Zurich’s new ZLife app is the one-stop shop for advisers on the go, offering easy, quick, secure access to clients’ life insurance information.