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 Client Connection brings together the very latest research in leisure and recreational behaviours and their benefits, with advice insights into the hospitalisation risk, allowing advisers to better educate their clients on the activities we undertake, the likelihood of serious injury, and ultimately the role of personal wealth protection.
What do consumers really think about life insurance commissions?
New consumer research, conducted for Zurich by highly respected Rice Warner, has revealed consumer attitudes towards and preferences for commissions as a way of accessing expert life insurance advice. Findings are summarised in our latest whitepaper The Risk Advice Disconnect.
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.