Earlier this month we launched our new Financial Health Check prospecting tool and customer report, exclusively available for use by Financial Brokers & Advisors. The Financial Health Check tool has been developed to provide you with an engaging way of turning your new prospects into clients. Simple and easy to use, it quickly collects valuable data and provides a comprehensive pre-meeting report that can help shape your initial meeting with the prospect.
Our series of spring CPD webinar sessions on investments, pensions and protection, in association with Brokers Ireland, will be kicking off soon. You can register for the upcoming webinars now.
We are happy to announce that our protection promotions have been extended until the end of March 2023. More details below.
As always, if you have any questions regarding any of the topics in this newsletter please do not hesitate to contact your Zurich Broker Consultant.
On February 10th our Ulster bank accounts closed. Please ensure no further payments are issued to this account. Full details of our new accounts can be found below.
Last week's webinar pulled together lots of hints and tips that will make your life easier – from navigating your way through a client's policy information, finding the useful underwriting and claims forms, through to running a pre-sales or customer update report. View on catch up below.
In this investment podcast recorded on February 8th 2023, we speak about recent market movements and Zurich Investments current positioning and outlook. This month we also speak about Responsible Investment, what it is and what Zurich in Ireland is doing in the area of Responsible Investment.
Please note, we have made a change to our automatic phone message when calling our operations teams. Option 1will direct you to yourService Teamand Option 2will direct you to a New Business Risk Agent.
From Friday 17 February 2023, Zurich Life is imposing a temporary suspension on withdrawals from the Zurich Property Fund. There is no specific time limit on this suspension. Regular and single premium investments and switches into the Zurich Property Fund are also suspended. This decision has been made with the best interests of our customers in mind, and to help meet their reasonable expectations.
How one savvy business owner made his dough rise by making all the right moves for a secure post-work life. This article is an Irish Times Content Studio production.
Ronan O'Neill Head of Retail & Corporate Marketing
ronan.oneill@zurich.com
Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, A94 X9Y3, 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.
