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Boutique Licensee Program

Partnering for success.

Welcome to our Boutique Licensee Program, bringing you dedicated education and support services designed to help you and your advisers succeed and thrive.

_ZONE Education Program

A tailored education platform and modules focused on building a thriving and successful advice practice. us. Our panel of internal and external experts will provide you with a bespoke suite of education and training sessions via _ZONE Education – delivered online live and on demand, face to face, via practical workshops and inspiring keynotes.

Exclusive to Boutique Licensee Program partners only, you can access the latest sessions available to you by clicking on this unique link.

Here are just some of the education and training sessions available throughout the program;

Back office series: Deep dive into the world of Underwriting, Insurance administration, claims and products

SME series: Hear from our internal and industry leading subject matter experts across Marketing, claims best practice, retention strategies plus more

Specialist Insurance series: Attend business succession training courses, deep dive into Insurance philosophy portfolio construction, be up to date with our cost of care research and insights

Industry leaders series: Attend bespoke professional development days, be part of our regulation and federal budget sessions.

Support tools and resources

Get quick access to product information, key business updates, marketing materials, forms + more.

My Wellbeing Hub 

Business Health Diagnostic Tool*

Insurance and investment portfolio Construction*

The Adviser Portal 

Zurich Adviser News & Insights 

OnePath Adviser News & Insights

OnePath Clarity

White paper library

*Reach out to your BDM for more information

Access to our leaders and experts

Gain valuable insights, guidance, and mentorship from or business leaders and experts - helping to enhance your skills, grow your network, and accelerate your career or business growth.

Keep an eye out for upcoming opportunities.

Invitations to special events

Opportunities to network, learn from industry experts, gain new perspectives, and build relationships with other successful professionals in your field.

Below is a list of special events you will get invited to. Keep an eye out for invitations and information

Zurich Adviser Roadshow

Zurich licensee forum (by invitation)

Boutique adviser roundtable

Zurich Professional Development days 

For more information on this program, please reach out to your BDM.