Zurichbroker.ie - Zurich Life Broker Centre

Ensure you are using latest application forms

28/09/2023 | Zurich Ireland

When submitting offline business (Paper/PDF completed and emailed to Zurich) it's really important you're using the most up-to-date version of our application forms.

Protection Insider - All about Income Protection

28/09/2023 | Zurich Ireland

Protection

In this edition of Protection Insider we take a look at Zurich’s claims experience, how to have a conversation with clients about income protection and explain why income protection is especially important for self-employed customers.

Contacting Zurich via email

28/09/2023 | Zurich Ireland

Earlier this year we adopted a new system for managing your email requests/queries. This innovative technology has really helped us manage your requests quickly and efficiently once they are correctly labelled.

Markets lower as US rates to be higher for longer

25/09/2023 | Zurich Ireland | Ian Slattery

Weekly updates

The Federal Reserve kept the key interest rate in the 5.25%-5.50% following their two-day meeting last week, writes Ian Slattery. Whilst the move (or lack thereof) was in line with market expectations the post meeting press conference was seen as relatively hawkish by market participants.

September 2023 monthly investment news

25/09/2023 | Zurich Ireland | Richard Temperley

Monthly updates

August saw risk assets retreat as sentiment declined off recent highs with markets trimming the previous gains equities had experienced throughout much of 2023, writes Richard Temperley.

Markets take latest ECB hike in their stride

18/09/2023 | Zurich Ireland | Ian Slattery

Weekly updates

The ECB raised rates by 0.25% on Thursday afternoon, which brought the headline deposit rate to a new historic high of 4.0%, writes Ian Slattery.

Tax saving opportunities 2023

12/09/2023 | Zurich Ireland

Maximising pension contributions can be a very effective way to help your clients save for the retirement they deserve. With this in mind we've put together targeted sales aids to help you discuss the options available.

TechTalk - The real standard fund threshold

12/09/2023 | Zurich Ireland

Tech Talks

The Irish Revenue incentivise pension saving by providing tax relief on contributions and tax-free investment growth on returns made; however, they do impose restrictions on how much you can save using a pension in terms of your contributions and the overall fund you can build.