This site is for financial adviser use only.

Thought Leadership
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.
Latest Research

The Client Connection
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.

The Risk Advice Disconnect
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 - Volume 2
Are you curious about the true cost of living longer in Australia? Our highly-anticipated follow-up research - The Cost of Care: Volume 2 - provides updated incidence, prevalence, and mortality data as well as delving deeper into the financial implications of significant health events, including the often-unseen out-of-pocket expenses that can impact individuals and families.
You can use the insights from Cost of Care: Volume 2 to build knowledge and awareness of the Australian health and financial ecosystem to build context for broader education on why life insurance is so important.
Best Practice Library
- Zurich Australia White Paper: Australians and life insurance: misinformed, misinsured?
- Insurance Literacy Report Whitepaper FPA
- Zurich Australia White Paper: Client Onboarding
- AFA White Paper: Connecting with Clients
- AFA White Paper: Connected Convenience
- AFA White Paper: Pathways to Excellence
- AFA White Paper: The Trusted Adviser