At Zurich we are always looking for ways to support your conversations and help you to engage with your clients. In this newsletter you can download our latest TechTalk on co-habiting couples and taxation, watch a video on how a regular savings plan can help families when preparing for their children's future and more.
Thank you to everyone who attended our Investment Conference last week. As this was our first in-person event in over two years, we were delighted with the great attendance. If you missed the Investment Conference, you can join us for a condensed virtual event. Joining us will be Zurich's Chief Investment Officer, David Warren and the team from Zurich Investments to discuss the key investment topics driving current asset allocation positioning. You can register for this webinar 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.
In our latest TechTalk we look at Co-habiting Couples and Taxation in Ireland. According to the Central Statistics Office (CSO), the number of couples co-habiting has been on the increase.
Busy mum of three, Michelle O'Donohoe is planning for her children’s futures. In this video interview she talks about her motivations for saving and why seeking guidance from a financial advisor helped her get started on her smart saving journey.
‘We encourage people to start as early as possible’, says Tommy Shannon, managing director of Excel Industries. This article is an Irish Times Content Studio production.
From today, the enhanced flexibility on reinstatement introduced in 2020 which allowed customers to repay unpaid premiums over a 12 month period if they so wished will be closed.
From tomorrow, 1 June, our reinstatement clause will revert to pre-covid times i.e. to reinstate a policy, unpaid premiums can be repaid within three months of the date on which the first unpaid premium was due (unless a request from the policyholder to cancel the policy has been received).
For further details contact your Zurich Broker Consultant.
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.
