Broker Communications - Personal Pension and PRSA

Broker Communications - Personal Pension and PRSA - Signature Free Now Available https://zurichlifeireland.newsweaver.com/toolstohelpyou/ en-us 16 May 2023 08:56:30 IST 16 May 2023 08:56:30 IST https://zurichlifeireland.newsweaver.com/toolstohelpyou/rss.xml Newsweaver brokercomms@zurich.com (Zurich Life Assurance) support@newsweaver.ie (Newsweaver) 60 true Intro https://zurichlifeireland.newsweaver.com/toolstohelpyou/15k0nl9kh1b?lang=en?rss=true 01 Jul 2021 12:00:00 IST d9aa9d576982084bcd0b6b0a86aa4168 ARTICLE_1_COLUMN-clone-30809627-20200619-144553 New Signature free PRSA https://zurichlifeireland.newsweaver.com/toolstohelpyou/1ouczrfgn43?lang=en?rss=true We're delighted to announce the upgrade of our Online Personal Pension and PRSA application journeys to Signature Free. From Today, you will no longer need to upload a customer declaration and instead, can simply submit both SP and RP policies online using our Signature Free process. You can submit the following products completely Signature Free: Personal Pension (both RP & SP) PRSA - Standard/ Advice/ AVCs/ Employer Contribution/ Salary Deducted In fact, the only PRSA applications which must be sent to us for input are SP Salary Deducted/Employer Contribution PRSAs (without a regular premium attaching) or where the employer does not remit contributions by Direct Debit. 21 Oct 2021 12:00:00 IST 7d1dd41b1fb7820a195880c56187fa91 ARTICLE_1_COLUMN-clone-30809627-20200619-144553 We're delighted to announce the upgrade of our Online Personal Pension and PRSA application journeys to Signature Free.   From Today, you will no longer need to upload a customer declaration and instead, can simply submit both SP and RP policies online using our Signature Free process.   You can submit the following products completely Signature Free:    Personal Pension (both RP & SP) PRSA - Standard/ Advice/ AVCs/ Employer Contribution/ Salary Deducted    In fact, the only PRSA applications which must be sent to us for input are SP Salary Deducted/Employer Contribution PRSAs (without a regular premium attaching) or where the employer does not remit contributions by Direct Debit.     Webinar: Join us for a demonstration https://zurichlifeireland.newsweaver.com/toolstohelpyou/3thkpmrvgoo?lang=en?rss=true Most of you will already be well used to using our Signature Free technology. If you have not yet started using Signature Free or simply don't know where to start, join us on 18 May to find out how. Thursday 18 May, 11am. 04 May 2023 12:00:00 IST ff74c34859194723b1629e8c4adf940e ARTICLE_1_COLUMN-clone-30809627-20200619-144553 Most of you will already be well used to using our Signature Free technology. If you have not yet started using Signature Free or simply don't know where to start, join us on 18 May to find out how.    Thursday 18 May, 11am.  https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/14/0650d768de4ff132226341.png Register today https://www.zurich.ie/broker-centre/news-and-insights/webinars/?commid=583807 Updated PRSA Data Capture https://zurichlifeireland.newsweaver.com/toolstohelpyou/yw2chnbzgzp?lang=en?rss=true As you know, capturing your clients data before you begin the online application is essential. How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent to Zurich. 11 Aug 2022 12:00:00 IST 85a7d04659bb8277310122359d85a632 ARTICLE_1_COLUMN-clone-30809627-20200619-144553 As you know, capturing your clients data before you begin the online application is essential. How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent to Zurich.  https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/bb/f3ea6d87627f22f69a1117.png Data Capture form https://www.zurichlife.ie/DocArchive/servlet/DocArchServlet?docId=DOC_19281 Updated Personal Pension Data Capture https://zurichlifeireland.newsweaver.com/toolstohelpyou/sdjdkupjhcq?lang=en?rss=true How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent to Zurich. 04 May 2023 12:00:00 IST 7f9a396eb4949f17b1b4105d6fa75af1 ARTICLE_1_COLUMN-clone-30809627-20200619-144553 How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent to Zurich.  https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/3d/f9ca9e143f5d7445e468e8.png Data Capture form https://www.zurichlife.ie/DocArchive/servlet/DocArchServlet?docId=DOC_18862&_ga=2.227201365.911961383.1683025011-1648433892.1670924999&_gac=1.216723106.1682416139.EAIaIQobChMI6ZaNwODE_gIVrC0GAB3cxg2IEAAYASAAEgKR4PD_BwE Updated Application forms https://zurichlifeireland.newsweaver.com/toolstohelpyou/11du21sghgh?lang=en?rss=true We've updated the cover note on the front of our application forms to reflect the move to Signature Free. 15 May 2023 12:00:00 IST 0c2c0d2d6bdb81bd02a16ce899919814 ARTICLE_1_COLUMN-clone-30809627-20200619-144553 We've updated the cover note on the front of our application forms to reflect the move to Signature Free.  https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/95/c977d809a61fb07691386c.jpg Visit document library https://www.zurich.ie/broker-centre/document-library/application-forms/ What should I do with recently completed declaration forms? https://zurichlifeireland.newsweaver.com/toolstohelpyou/rl07heeryun?lang=en?rss=true If you have declarations signed that you want to submit, please email the full application (Personal Declaration Form and Personal Information Form) to prsasupportteam@zurich.com [ prsasupportteam@zurich.com ] for Group PRSAs or direct to your service team for Individual PRSAs and Personal Pensions. 04 May 2023 12:00:00 IST d3504fac3007f0078a0aa0cc852a8d1c ARTICLE_1_COLUMN-clone-30809627-20200619-144553 If you have declarations signed that you want to submit, please email the full application (Personal Declaration Form and Personal Information Form) to <a href="mailto:prsasupportteam@zurich.com">prsasupportteam@zurich.com</a> for Group PRSAs or direct to your service team for Individual PRSAs and Personal Pensions. https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/f6/03e94fad06fbeb3c867ff1.png Can I continue to use the regular application form (Personal Declaration and Personal Information forms)? https://zurichlifeireland.newsweaver.com/toolstohelpyou/1wlnz8gb154?lang=en?rss=true As you transition your business to Signature Free, we will continue to accept the older application forms (Personal Declaration and Personal Information Form) offline for each of the above products. NOTE: If you chose to continue to use the older application, you will need to email fully completed application forms to us for manual input. 22 Sep 2022 12:00:00 IST 4dd1f6da6ea5d90c492ab4ad0782fb9a ARTICLE_1_COLUMN-clone-30809627-20200619-144553 As you transition your business to Signature Free, we will continue to accept the older application forms (Personal Declaration and Personal Information Form) offline for each of the above products.   NOTE: If you chose to continue to use the older application, you will need to email fully completed application forms to us for manual input.  https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/83/4785db3cf470c9b77dcbdd.jpg How to Submit business to Zurich https://zurichlifeireland.newsweaver.com/toolstohelpyou/1e68k6nxlpl?lang=en?rss=true We've put together a simple grid to show you how to submit each of our products. Everything from Guaranteed Term Protection to Annuities and ARFs. 12 May 2023 12:00:00 IST 5e643ec002c7659f672bd90607bee4f2 ARTICLE_1_COLUMN-clone-30809627-20200619-144553 We've put together a simple grid to show you how to submit each of our products. Everything from Guaranteed Term Protection to Annuities and ARFs. https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/f6/03e94fad06fbeb3c867ff1.png Find out more https://www.zurichlife.ie/DocArchive/servlet/DocArchServlet?docId=DOC_19601 sign off https://zurichlifeireland.newsweaver.com/toolstohelpyou/n5y85swwg4x?lang=en?rss=true If you have any questions, or if you need assistance with an application please reach out to your Broker Consultant who will be more than happy to assist. 29 Aug 2022 12:00:00 IST 860ef42d20c9ba6f64af53096ad7b64f ARTICLE_1_COLUMN-clone-30809627-20200619-144553 If you have any questions, or if you need assistance with an application please reach out to your Broker Consultant who will be more than happy to assist.