Welcome to the October edition of Zurich and OnePath Adviser News

It’s been great to connect face to face with many of you across the country recently, whether it be at Zurich roadshow events, in your practices or at industry conferences.  The passion and enthusiasm shown by the wider advice community to drive positive outcomes for customers and the industry is inspiring.

2022 AFA Adviser of the Year Award

Congratulations to Felicity Cooper from Cooper Wealth Management who was announced the winner of the 2022 AFA Adviser of the Year Award at the recent AFA Thrive Conference. This award celebrates the very best individuals in advice, and we are proud to have sponsored the award since its inception 18 years ago. Felicity is such a great ambassador for the advice industry and we wish her well.

A year of new IDII products, what we have learnt

12 months ago, the industry entered a new era of income protection solutions designed to create a more stable and sustainable future. The Zurich & OnePath income protection offers remain the same as what they were at launch and have been very well supported across the market.

Our income protection products offer features and flexibility to suit all occupations. They provide certainty, flexibility and confidence for both you and your client, features including;

• Benefit periods up to the age 65 years old - replacing income for as long as it is important, in most cases this is to retirement age.
• One simple ‘own occupation’ definition of total disability for the first two years of claim, then any suitable occupation thereafter.
• An insurable amount of up to 70% of income, for duration of claim (offsets may still apply).
• Tailored rehabilitation and return to work support

You can see a full list of our current product features here.

Our guiding principles that underpin our product design remain important and consistent:

• Work is good for you, supporting your mental health and wellbeing
• Returning to health is a unique journey for every claimant
• We pay genuine claims, meeting community expectations
• Removing complexity, improves understanding and administration

We have designed our products with the future in mind, with a focus on simple product design, and more sustainable pricing. Which means confidence for you, and your client.

Latest efficiency enhancements

We have been working closely with our advice partners and listening to your feedback - we are excited to share with you several recent enhancements to The Adviser Portal that are now available across applications, quoting and client management. For a full list of enhancements go to our dedicated portal page.

You will be able to do even more via the portal with a number of efficiency enhancements being released over the coming months, which I look forward to sharing with you as they drop.

As 2022 edges closer to the finish line, a big thank you from the entire Zurich and OnePath distribution team for your partnership and support this year.

Regards,

Kieran