• Use our intuitive Zurich Assure Insurance Calculator to estimate your potential cover needs, and potential costs.* After using the calculator, you can download a summary report that details your estimated cover needs.
• The next step is to book an appointment with one of our life insurance advisers. They can meet with you in person, or over a video conference from the comfort of your own home.

You will be sent a link to your very own Zurich Assure portal, as well as an online questionnaire we call a “fact find”, which you can complete on any device. By completing this in advance of your advice appointment, you’ll be providing us information we need to begin working on your advice right away.

Once your information has been captured, the Zurich Assure team will get to work. We’ll examine the information you’ve provided us and add to it by doing more research about your existing insurance situation, and scanning the market for the options to suit you.

Your adviser will meet with you to present life insurance recommendations for your situation. Our aim is to present this to you in your first advice meeting.

If you want to make changes or add something, don’t worry – your plan isn’t set in stone. You’ll have an opportunity to tweak your coverage however you feel necessary at this point.

Once you are happy with the plan your adviser has outlined, it’s time to set any changes in motion. On your approval, your adviser will get to work putting your plan into place.