PROTECTION UPDATES

Convincing wealth customers (and sometimes their advisers) of the value of using protection, not only to protect themselves and their family, but also their wealth and beneficiaries, may be difficult, but not doing it could be more costly for them and your business. I’ve been speaking about using protection as part of a wealth strategy

Sometimes it can be hard and time consuming to explain protection products in a way that customers understand. That’s why as part of our income protection product changes, we’ve created a customer-facing video to show the potential difference between having income protection cover and not. Watch here.

It’s not nice being unable to work. That’s why when your customers are ready to go back to work, we’ll support them every step of the way. Most people don’t want to be off work, especially long term. For many customers, work gives them financial security and purpose. At Zurich, we recognise the importance of

Advisers who talk to their customers about the claims process at the point of sale can bring substantial benefits further down the line. Income protection is something that’s important to have but we hope to never need. Understanding the claims process ahead of any claim, however, can bring substantial benefits. At Zurich, we recognise the

We’re excited to share some news with you. On 11th March 2025, we’re updating our income protection proposition. Here’s what you need to know. Continue reading.

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