Our comprehensive suite of research whitepapers and best practice tools gives you an insight into different aspects of advice; from best practice learnings from award winning advisers, to financial literacy to the onboarding process. These insights will help you improve your business.
The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. The research is designed to help financial advisers better understand the underlying costs that may be incurred and the prevalence of various common illnesses and conditions in Australia today.
This whitepaper examines the seismic shifts underway in society across the areas of regulation, technology, generational succession, and changing consumer values and explore the fundamental questions: What are the major trends that will affect advisers? How can you leverage these trends?
Australia's life underinsurance problem is as significant as it is well documented. After speaking to nearly 400 working Australians, see what the loyalty zone found.
The following Tools to drive demand and efficiency are available exclusively to our Zurich Advisers.
Please contact your Zurich BDM who will happily provide these for you.
Learn more about Zurich's investment funds and strategies.