Thank you to all the Financial Brokers who joined us yesterday for the launch webinar of the Zurich Master Trust – Executive Pension.
We were delighted to see such a large turnout online. For anyone who missed the webinar it is available on playback below. CPD for live viewers will be issued shortly.
In this email you'll find all the important literature you'll need for your sales pack.
Our specialist administration team have put together a sample of what a fully completed application should look like. Please feel free to use this as a guide when completing the application.
We have a range of flexible options available for you and your customers. And until the end of the year, for every new Zurich Master Trust - Executive Pension that you submit, we will reward you with an additional €100 bonus payment.
For all the details, just speak to your Broker Consultant or listen back to Thursdays Webinar.
*Terms and conditions apply, see "Why choose Zurich" for full details.
At Zurich we have over 40 years experience helping SME business owners plan for their retirement. We believe an Executive Pension via the Zurich Master Trust is an appropriate solution for many customers and is one of the most tax efficient ways of providing retirement benefits for Company Directors, family members employed in the business and other key employees. This solution brings together all the strengths and expertise that you expect from Zurich.
Where a company has excess profits which the company directors wish to transfer into personal wealth, it is often more tax efficient for the employer to make an employer pension contribution to an executive pension.
Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland. Telephone: 01 283 1301 Fax: 01 283 1578 Website: www.zurich.ie Zurich Life Assurance plc is regulated by the Central Bank of Ireland.
