As schools throughout the country begin to reopen and the industry also gears up for a busy pensions season; Zurich has a range of supports on these topics to support you and the needs of your clients.
In this issue, you can read about the key findings of the 2022 Zurich Cost of Education Survey. The results show that now more than ever, Financial Brokers can play a key role in helping parents who are looking for alternative ways to plan for a brighter future for their children. Sound financial advice can ensure parents are making the most of their savings, particularly in a time when the cost of education is rising. You can also register for our upcoming SFDR webinar, learn about our new banking details and listen to the latest investment podcast.
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.
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.
Zurich’s Risk Profiler tool has been updated to include a sustainability assessment. The Zurich Sustainability Assessment allows you to work with your clients to get a holistic view of their current situation by assessing and understanding their sustainability preferences.
In this investment podcast recorded on August 10th 2022, we speak about recent market movements and Zurich Investments current positioning and outlook. This month our fund in focus is Prisma 2, which is part of the Prisma multi-asset fund range. All the information contained in this podcast was accurate at the time of recording.
Once again Zurich is delighted to be the lead sponsor of the Pink Ribbon All Ireland Cycle Tour – a fun and family focused cycle event that aims to raise valuable funds for the National Breast Cancer Research Institute.
Ronan O'Neill Head of Retail & Corporate Marketing
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.