PROTECTION UPDATES

When we asked customers how they would like to complete a health and lifestyle questionnaire for a new protection policy, 65% said they’d like to be sent a link to complete themselves online or on their mobile, in their own time. Delegated underwriting lets you make this possible. With numerous benefits for both you and […]

As more estates face an inheritance tax liability, more customers will be looking to do IHT planning in 2025 and beyond. Our joint life second death life term policy, with gift inter-vivos option, maybe just the solution… Continue reading.

It’s safe to say 2024 will have felt like a whirlwind for many advisers. While August saw the first reduction to the Bank of England’s base rate in 12 months, inflationary pressures continued to cause trouble, combined with the ripples from the first Labour budget in 14 years, which initially appears to have knocked consumer

We want your client’s first impression to be a positive one, so ensuring their personal details are completely up to date on their application before issuing the policy is critical. If it’s not, it could mean their personal details, including health and lifestyle information, could be sent to the wrong address. This tends to happen

As the holiday season approaches, we want to take a moment to thank you for your continued trust and partnership with Zurich. It’s been a remarkable year, and we’re excited to share our top five highlights that we hope bring even more joy and value to you and your customers. We launched Zurich Accelerate In

We’ve built our children’s cover options to provide you and your customers with the flexibility that allows their policy to continue to meet the ever-changing needs of their family. Flexible options All of our children’s cover options can be added to either Life Cover or Critical Illness policies. Outside of providing the obvious wider access

Tenant’s Contents Insurance Enhanced Quote Journey launched Following the positive impact of our improved Home and Landlord’s Insurance quote journeys, Paymentshield has announced the next phase of their quote journey optimisation, which now offers an enhanced experience for advisers when generating insurance quotes for tenants. Generate a quote more quickly  Building upon the success of

Placing a policy in trust at outset offers lots of benefits for customers but it’s one of the areas you often tell us you need a bit more help and guidance on when it comes to navigating these steps on the adviser portal. To help make things a little easier, follow these straightforward steps and

Following last week’s Autumn Budget, many customers will be worried about the impact the changes will have on their businesses, investments, pensions, property and estates, and may be contacting you for advice. This presents a great opportunity to not only discuss the impact of those changes, but also possible protection-based solutions. Find out more here.

We want all our customers to have the best possible experience when interacting with us, so we’ve developed our new Helping Hand online form. Accessible from our customer website, this enables your client’s to tell us quickly, easily, and discreetly, of any communication or accessibility needs they’d like us to be aware of when interacting