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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 - The missing link in the strategic financial advice equation.

The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. The research is designed to help financial advisers better understand the underlying costs that may be incurred and the prevalence of various common illnesses and conditions in Australia today.

Best Practice Library

Zurich Australia White Paper: Australians and life insurance: misinformed, misinsured? 929 KB, pdf ‘Misinsurance' exists where there is a mismatch between what insurance an individual needs - or believes they are covered for - and what they are actually covered for. This whitepaper investigates the extent of the ‘misinsurance’ issue with research conducted for Zurich Australia.
Zurich Australia White Paper: Client Onboarding 2 MB, pdf Client onboarding – first impressions drive lifetime outcomes