Welcome to the August edition of Zurich and OnePath Adviser News
Business UpdatesArticle12 August 2022
The Adviser Portal - Intelligent, intuitive and seamless.
As we continue to innovate and build our digital capabilities, we want to reinforce the strength of our adviser portal. All with one simple sign-on, The Adviser Portal gives you access to two leading insurance brands with three highly sought-after products, underpinned by two powerful underwriting engines – providing greater choice, efficiency and making it easier for you to do business with us and perform at your best.
The below table summarises the key functions you can perform via The Adviser PortaI. I encourage you to also visit our newly revamped portal pages which details all of the key benefits, features and latest enhancements.
AFA & Zurich Adviser of The Year Award - applications are closing!
The AFA & Zurich Adviser of the Year Award has returned for its seventeenth year and we are pleased to be a partner. This award recognises outstanding individuals and celebrates qualities of leadership, innovation, customer-centricity and commitment to professional excellence. Zurich is known for its longstanding commitment to high quality advice and this is just one of the ways we can ensure we support the profession, recognise the talent of these individuals and the positive contribution they make to the financial advice profession and broader financial services industry
Applications close 6pm, Monday 15 August, click through for more details on how you can submit your application or nominate an outstanding individual > Adviser of The Year Award
XY Adviser & Zurich joint Partnership
This week the XY Adviser team released a thought leadership piece in conjunction with Zurich & _Zone Education. This report reinforces the growing demand for financial advice and specifically the role that risk management will play against the economic backdrop. Importantly, it establishes best practice around the use of soft selling skills and confidence when selling life insurance to consumers. I am sure you will find some very tangible takeaways to apply to you and your business. You can read the report here > XY Adviser Report
Transfer of the OnePath Life Limited life insurance business to Zurich Australia Limited
The transfer of OnePath Life Limited’s life insurance business to Zurich Australia Limited by Scheme under Part 9 of the Life Insurance Act 1995 (Cth) was confirmed by the Federal Court of Australia on 6 July and became effective as of 1 August. The journey could not have happened without your partnership of both our OnePath and Zurich propositions, we thank you for your support.
As previously communicated, the OnePath & Zurich brands, the policy terms and conditions and key features of your clients’ policies will remain unchanged.
Click here to read the full update.
Demonstrating our support of advice
Recently Zurich made its submission to the Treasury’s Quality of Advice Review. You can find a copy of our submission HERE. The Quality of Advice review findings will be handed down in December, it’s a very important time for the advice industry following many years of disruption. We have high hopes that this review will deliver sensible outcomes and help make advice more accessible for Australians.
As always, thank you for your ongoing partnership. Together we are making a difference.
Regards,
Kieran
