Igniting Zurich’s QuickStart campaign

While 2018 was a great year for the financial broker market, our goal here at Zurich is to help you get fully up to speed for the challenge of 2019. Over the coming year we'll have a wide range of offers and initiatives to help you continue to write better business with your customers and first up is our 2019 QuickStart Campaign. 

Discount on life cover

For a strictly limited time only, we are delighted to offer you a 20 percent discount off the quoted Guaranteed Term Protection (GTP) or Guaranteed Mortgage Protection (GMP) price. This discount is only available to 1 February and it is not available on any policies with Serious Illness cover.

We are also continuing to offer other discounts on our GMP product. Until the end of March, you can continue to offer your customers a 5, 10, 15 percent or 17.5 percent discount off the quoted GMP price. This discount is available to 31 March and it is not available on any policies with Serious Illness cover.

Our market leading GTP pricing continues until the end of March with 5, 10 or 15 percent discounts available on Life Cover only policies; 5 or 10 percent discounts are available on policies with Serious Illness Cover.

We have also extended our 5 percent discount on Guaranteed Whole of Life until the end of March. This discount will apply to premiums for the duration of the policy. 

The savings market

With over €100 billion sitting on deposit earning record low interest rates, there is a great New Year opportunity for Financial Brokers to help savers make their money work harder. At Zurich, we've a wide range of supports to help you position yourself as the expert in the savings and investment market. These include:

• Engaging customer brochures helping you with individual and corporate customers.
• Calculators and planning tools for your website.
• The widest range of investment bond and savings plan offers in the market.

With access to money in an emergency being a customer’s biggest concern when investing, Zurich's Easy Access products were the first and continue to be the best.

Pensions and PRSAs

We are extending our PRSA transfer commission options to the end of March and we've great trail commission options available for single premium PRSAs.

For personal pensions, we've extended the 20 percent commission option to the end of March and we also have a wide range of SP offers available. For executives and DC, we are extending our free Fusion offer to the end of March also.

You'll probably have a number of customers who'll be considering taking the big step and retiring this year. If you haven't already, you should approach these customers to get them up to speed with their options.

Our 'Retirement Drawdown Calculator' is a great first step and enables you to quickly generate a bespoke report for your customers. Why not send each of your nearing retirement customers a report to get them to consider their options. And to support you, we are also extending our 0.75 percent and 1 percent AMC offers on ARF's to the end of March.