Thank you to everyone who joined us recently for our Protection roadshows. It was great to see you in person. We are also happy to announce that most of our promotional Protection offers have been extended to 31 August 2022 and you can read more about this below. In this newsletter you can also learn more about the latest market developments, digital enhancements to support your client relationships and more.
We are also delighted to announce that Zurich will be sponsoring the Today FM Weather bulletins. Be sure to listen out for these weather reports, which run daily and include sponsored messages from Zurich advising listeners to contact their Financial Broker if they would like more information on savings and investments.
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.
For those that have an ARF, ARF withdrawals can result in a PRSI record being accrued for the individual which can be very useful for boosting their PRSI credits and accessing state benefits such as the State Pension (Contributory).
In this investment podcast recorded on July 8th 2022, we speak about recent market movements and Zurich's Investment outlook in relation to the our funds. This month our feature in focus is Autoinvest, which is available on Investment Bond products.
We’re delighted to announce new PRSA offers on both our Standard and Advice products – now with added ‘Bonus Allocation’. Click below to see the full terms and conditions.
Benefit Statements are now available on the ‘My Policies’ section of the Client Dashboard. Once clicked it will bring clients straight into the correspondence section to view their statements. Note: No change has been made to how client’s receive their statements – these will continue to be posted.
With more and more people moving their money from a deposit account to Zurich, it's important new customers understand the terminology when they login to our Dashboard for the first time. This flyer could be used when catching up with your existing client base or as part of your initial sales pack, it's up to you.
Whether your client wants to keep an eye on every market movement or check in once a year, the Zurich Dashboard makes it easy to keep track of your pension. Our Pension dashboard also includes an interactive graph that charts the actual performance of your client's pension over a twenty year period - so they really see how well their Zurich pension has performed.
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.
