In this month's Financial Broker Newsletter you will find a range of supports to help you with your clients during pension season. This includes information on important deadline dates, a link to watch the playback of our recent 'Retirement Essentials' webinar and all our latest sales supports. In this issue you can also read about our latest product updates and recent industry and market developments.
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 the nine months since we launched our Income Protection product to the market, we have been delighted with such a huge response, positive feedback and the sales we have achieved in such a short space of time.
As part of our Pension Season schedule we recently held our Retirement Essentials webinar. You can watch the recorded playback here for an in-depth, practical session focusing on everything you need to know to ensure a smooth pension season. Please note CPD does not apply when watching the playback.
In this investment podcast recorded on October 10th 2022, we speak about recent market movements and Zurich Investments current positioning and outlook. This month we also take a look at the benefits of holding sovereign bonds in your investment portfolio. All the information contained in this podcast was accurate at the time of recording.
From 17 October, and over the next few weeks, we will be writing out to Ulster Bank and KBC Bank customers asking them to provide us with their updated bank details.
At Zurich our banking partner is changing. Electronic Fund Transfer (EFT) payments should be issued to our new bank account. This change is to ensure quicker allocation of payments to the correct policy.
To officially mark Zurich’s partnership with Down Syndrome Ireland (DSI), Barry Sheridan, CEO of DSI and the DSI fundraising team were welcomed to the Zurich office in Blackrock.
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.
