As we approach the end of summer we are seeing children returning to education. The rising costs of living in Ireland, and particularly in relation to education, has been very topical in the press this month. In this month's newsletter you can read about the key insights from Zurich's 2023 Cost of Education Survey and learn about why there has never been a more important time for your clients to save. We also look at Zurich's latest Protection promotions. While the industry focus over the coming months is traditionally on pension and retirement planning, this is too good an opportunity for you to overlook the protection conversation. Saving for future education costs and retirement requires an income - protection policies not only protect their income today, but also their capability to save for tomorrow.
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.
We are delighted to invite you to our annual Zurich Retirement Conferences in Dublin, Cork, and Limerick. As always, they promise to be engaging, informative, and insightful events, certainly not to be missed. Registrations are open and places are limited, so make sure to book your place now.
We have some good news about our protection promotions. Not only have they been extended until 31 December, we have also removed the maximum premium restrictions which were previously applied to our protection discounts.
Watch the playback of our recent investment webinar where the team at Zurich discuss the options with regard to your clients lump sum savings and why we think they should consider an Investment Bond.
Please note CPD does not apply when viewing the playback.
We’ve made a small update to the Personal Pension Data capture form. Pension eligibility questions have been added to the bottom of page 2. Please ensure you are using the updated PDF available on Zurichbroker.ie
You no longer need to spend time printing, signing, and scanning application forms - or worrying about messy email threads and misinterpreted handwriting. Your customer digitally verifies the application and you’ll see it on your pipeline the very same day.
There is now a new section on the dashboard to show you the Approval History of your client's application. This is now available for all Signature Free Products. You can now also share this short video to help guide customers smoothly through the application approval process.
Our PRSA Preliminary Disclosure Certificates have been updated to add the Fixed Term Fund description to the list of available funds. You can download the latest versions below.
We are delighted to reveal the shortlist for this year's Zurich Portrait Prize. 26 artists, working across a variety of media, have made it through to the final stage of the competition.
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.
