Broker Newsletter - Help your clients save for rising education costs and more - August Financial Broker Newsletter https://zurichlifeireland.newsweaver.com/v00i35qd09/ en-us 31 Aug 2023 11:45:36 IST 31 Aug 2023 11:45:36 IST https://zurichlifeireland.newsweaver.com/v00i35qd09/rss.xml Newsweaver brokercomms@zurich.com (Zurich Life Assurance) support@newsweaver.ie (Newsweaver) 60 true Rise in the number of families planning to save in response to cost-of-living pressures https://zurichlifeireland.newsweaver.com/v00i35qd09/wvq12f88te8?lang=en?rss=true Zurich’s annual ‘Cost of Education’ survey shows families now more likely than last year to start a savings fund. 28 Aug 2023 12:00:00 IST aa05b998a6f786cfa3e1ec30bbe37f1a ARTICLE_1_COLUMN-clone-30703137-20220929-093159 <p>Zurich’s annual ‘Cost of Education’ survey shows families now more likely than last year to start a savings fund.</p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/fc/1f992e5b77ee810c954f14.png Learn more https://www.zurich.ie/broker-centre/news-and-insights/latest-articles/families-savings-increase-in-response-to-cost-of-living-pressures/ Register now for our annual Retirement Conferences https://zurichlifeireland.newsweaver.com/v00i35qd09/y8i3h5rr48e?lang=en?rss=true 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. 23 Aug 2023 12:00:00 IST 5178312fe8c19da3b2c2decb0d407960 One Column Articles - image left <p>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.   </p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/48/7836447f72cbb9521aca32.jpg Click here to register https://zurichlifeireland.newsweaver.com/ZurichPensionConference2023-181i1226j5p/1uf6wdhi57j Protection Promotions extended until 31 December 2023 without maximum premium https://zurichlifeireland.newsweaver.com/v00i35qd09/1xdgxogx0gw?lang=en?rss=true 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. 23 Aug 2023 12:00:00 IST 1764014893f83fce21b80d2c8536b29a ARTICLE_1_COLUMN-clone-30703137-20200131-120954 <p>We have some good news about our protection promotions. Not only have they been extended until 31 December, we have also <strong>removed the maximum premium restrictions </strong>which were previously applied to our protection discounts.<span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);"> </span></p> <p> </p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/50/284bddfb4e937e6cd9fc25.jpg Click here for full details https://www.zurichlife.ie/DocArchive/servlet/DocArchServlet?docId=DOC_17217&docTag= Investment Bond Webinar https://zurichlifeireland.newsweaver.com/v00i35qd09/1xin38g2iyu?lang=en?rss=true 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. 25 Aug 2023 12:00:00 IST f2942dbead7e392cf2e7edcaad37a420 ARTICLE_1_COLUMN-clone-30703165-20200220-095053 <p>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.</p> <p> </p> <p>Please note CPD does not apply when viewing the playback. </p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/4d/84666be8a5869f9f2b82e6.jpg View playback https://www.zurich.ie/broker-centre/news-and-insights/webinars/?commid=592966 Personal Pension Data Capture - Update https://zurichlifeireland.newsweaver.com/v00i35qd09/bpzgxl0ioq4?lang=en?rss=true 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 29 Aug 2023 12:00:00 IST 419ad4880e31fdc483b6c675d907a8a9 ARTICLE_1_COLUMN-clone-30703137-20200129-164430 <p>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</p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/6b/bd73d0a9004e6279cd644d.png Download latest Data Capture https://www.zurichlife.ie/DocArchive/servlet/DocArchServlet?docId=DOC_18862 Signature Free Investment Bond - Now Available https://zurichlifeireland.newsweaver.com/v00i35qd09/13bcfbu005f?lang=en?rss=true 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. 29 Aug 2023 12:00:00 IST 8a2465e7752385f9e394a31a528cd255 ARTICLE_1_COLUMN-clone-30703165-20190806-151822 <p style="margin: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Verdana, Geneva, sans-serif; font-size: 13px; white-space: normal; background-color: rgb(255, 255, 255);">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.</p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/93/6194c8e5d9a1f3e889824b.jpg Find out more https://zurichlifeireland.newsweaver.com/toolstohelpyou/2rbekd0lo4g Signature Free - New Approval Video and New 'Approval History' https://zurichlifeireland.newsweaver.com/v00i35qd09/1bky267f86o?lang=en?rss=true 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. 29 Aug 2023 12:00:00 IST ff212c676e46bae4d47b1e1d891f863e ARTICLE_1_COLUMN-clone-30703137-20200226-101618 <p style="margin: 0px; padding: 0px; color: rgb(51, 51, 51); font-family: Verdana, Geneva, sans-serif; font-size: 13px; white-space: normal; background-color: rgb(255, 255, 255);">There is now a new section on the dashboard to show you the <strong>Approval History</strong> of your client's application. This is now available for all Signature Free Products. You can now also share this <strong>short video</strong> to help guide customers smoothly through the application approval process. </p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/71/151056aec48f9e5d42594c.png Find out more https://zurichlifeireland.newsweaver.com/toolstohelpyou/kjfs4b17ple Updated PDC - Advice and Standard PRSA https://zurichlifeireland.newsweaver.com/v00i35qd09/ua0vbg5bmk4?lang=en?rss=true 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. 29 Aug 2023 12:00:00 IST 9db988adfc69f3872b17e122e275adea ARTICLE_1_COLUMN-clone-30703165-20200928-075835 <p>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. </p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/be/502c792fd4757ed5ddf623.png Download latest PDC https://www.zurich.ie/broker-centre/products/pensions-pre-retirement/standard-prsa-avcs-individual/ Zurich Portrait Prize Shortlist 2023 https://zurichlifeireland.newsweaver.com/v00i35qd09/1gs64ab9jj5?lang=en?rss=true 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. 25 Aug 2023 12:00:00 IST 836992503c0b06c9f11bab99429c8b4a ARTICLE_1_COLUMN-clone-30703137-20200429-103549 <p>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.</p> https://zurichlifeireland.newsweaver.com/v3files/shard1/57875/54/decf960e721b70a399af8f.jpg Learn more https://www.zurich.ie/blog/zurich-portrait-prize-shortlist-2023/