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Financial Broker Newsletter
June 2022

In this newsletter you can read about our new Indexed Commodities Fund, learn how to create a pre-sales report for your clients and get up to speed on our latest special offers. You can also register for one of our remaining Protection Roadshows.

 

With inflation reaching historic highs and interest rates at record low levels for over a decade, the returns your clients are getting from money held on deposit are probably not delivering the long-term returns they need. Until 29 July 2022, Zurich is offering all new Investment Bond customers a €100 welcome bonus when they invest with Zurich.

 

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.

 
Zurich launches new Indexed Commodities Fund
 

Zurich has recently enhanced our fund offering by adding a new Indexed Commodities Fund to our range as a standalone option for investors. The fund also forms part of the alternatives component of the Prisma multi-asset fund range.

 
Read full article
 
 
20% protection offer is BACK!
 

Some good news, our 20% protection offer is back for the month of July! And all other protection promotions have been extended too. 

 

Click on the below to see all the Terms and Conditions.

 
Click here for all T&Cs
 
 
Upcoming Protection Roadshows
 

Our protection roadshow kicked off last week with the remaining dates in Cork, Kilkenny and Wexford still to go. If you are interested in attending, please click on the link below and register for your spot today. 

 
Register here
 
 
The Active Asset Allocation Fund
 

A flexible management approach leads to consistent performance.

 
Read article
 
 
Auto-enrolment set to change Ireland’s pension landscape
 

A proposed auto-enrolment retirement savings system could be introduced in Ireland as early as next year. Zurich Head of Corporate Life & Pensions Joe Creegan explains how it could work. This article was originally published in Accountancy Ireland.

 
Read full article
 
 
Pre-Sales from Zurich
 
After a client chooses Zurich, the next step involves pulling together your Pre-Sales pack. Our helpful online Pre-sales Report Creator is available for Protection, Pensions, Savings and Investments. 
 
Available on the homepage of our secure site this automated report takes only a matter of minutes to create, is branded with your logo and can be personalised to suit your clients needs. 
 
Find out more
 
 
Zurich standing together with Pride
 

Zurich is committed to building an inclusive culture across our business and partnering with Pride Dublin again this year will see us celebrate diversity, freedom and respect.

 
Learn about Zurich's partnership
 
 
Power 2 Progress
 

Coming together for the first time in person, the Power 2 Progress shared learning day in UCD last month, finally gave us a chance to meet some of the fantastic students and teachers from the programme.

 
Read more
 
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.

                              
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