August 15, 2019

August 15, 2019 | Risk Pulse


“United” – a mantra we can all get behind

We are excited to introduce you to the three finalists in the running for the prestigious 2019 AFA Adviser of the Year awards. It is a privilege to again part of the judging panel, being part of the rigorous process and meeting all of the inspiring finalist is something I truly enjoy experiencing firsthand. We look forward to announcing the winner in conjunction with the AFA at the 2019 National Adviser Conference in Adelaide on the 29th of August. The theme for this year’s conference is “United” a mantra the whole industry can rally behind. I hope to see many of you there!

 

There has also been a decision made that the next AFA Practice of the Year Award process will be conducted in 2020. Many advice practices are prioritising matters such as adjusting their business models in response to substantial changes in the financial advice sector and were therefore not able to commit to the rigorous POTY judging process this year.

It has been two months since we welcomed OnePath Life to the Zurich family, and as we move through the transition phase, the feedback from advisers has been very positive. Our focus on a seamless transition has had caused very little disruption to key processes and relationships. We are working on some very exciting initiatives that will add even more value to both propositions and brands as we continue to invest in delivering you unparalleled choice and innovation in the market.

It was with great pride that OnePath was recently recognised for excellence in adviser education where we were named winners of Training and Development Program of the Year award at the Annual Women in Finance Awards.

And finally, we’re excited to announce that Zurich has gone paperless and moving forward we’ll be sending most of the documents related to your clients Zurich products using their nominated email address on our records, rather than by mail. This environmentally friendly email solution has been designed to add convenience and flexibility for our customers. Please read through our headline article for more information.

As always, if you have any questions regarding any of our offerings, please reach out to a Zurich BDM, happy reading.

Kristine Brooks. 

 

August 15, 2019

Introducing the 2019 adviser of the year finalists

The AFA Adviser of the Year Award have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition this award plays a pivotal role in shining a spotlight on, and sharing, best practice insights.

August 15, 2019

Zurich is going paperless!

We’re pleased to announce that moving forward we’ll be sending most of the documents related to your clients Zurich products using their nominated email address on our records, rather than by mail.