Name: Co-habiting Couples - planning to avoid a potential tax trap
Start: 2018-07-05T09:00:00Z
End: 2018-07-05T09:00:38.000Z
Location: BrightTALK
Rating: 4.38

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Learn how to make the most from each of your protection opportunities. Delve into the world of added benefits, contract upgrades and differentiators that add value and produce more product-dense recommendations by focusing on those things that matter to your clients.

In the webinar series, he will provide a range of helpful tips, techniques, tools, methodologies, and guidance to help you overcome challenges and improve customer outcomes.

Protection Coaching, Part 4 - Premium Maximisation

Discover proven techniques to not only overcome objections but to stop them from materialising in the first place. Learn what causes objections, how to avoid them and what you can do to refine your protection presentations. Make objections a thing of the past.

Protection Coaching, Part 3 - Overcoming Objections

Understand a fool-proof model for prioritising your protection recommendations. Learn all about how a logical and robust prioritisation model will offer you a new level of confidence when entering your protection meetings and the ability to control your conversations and lead with authority.

Protection Coaching, Part 2 - Prioritisation of Cover Options

A masterclass in how and when to bring up protection for wealth and mortgage advisers that is proven to generate better outcomes for you and your clients. Learn exactly when to bring up protection and in a way that feels seamless and comfortable for both you and your customers.

Protection Coaching, Part 1 - How & when to introduce Protection?

Income Protection from Zurich is more than a monthly income – our product offers many additional benefits, such as the early intervention support we provide through our partner HCB Group. The sooner clients get the support they need, the sooner they’re likely to get better.
We'd be delighted if you could join us for our webinar about Income Protection and Early Intervention, which we will host in partnership with HCB Group.

Income Protection & Early Intervention with HCB Group

Join the team from Zurich for the annual Spring Brokers Ireland CPD sessions.

Investment Essentials 2024 with Zurich in association with Brokers Ireland

Protection Essentials 2024 with Zurich in assoc with Brokers Ireland

Pension Essentials 2024 from Zurich in association with Brokers Ireland

Join the team from Zurich investments as they review the investment markets of the year gone by and give their insights into what 2024 might have in store.

Investment Outlook 2024

Our 2023 Ethics webinar is scheduled for 10am on the 30th November. This is different to all our other webinars – no sales agenda or product message to get across. Simply put, an opportunity for Zurich to help Financial Brokers, Advisors and everybody in your offices meet their CPD requirements.

Ethics 2023

In October 2013, Zurich launched the Prisma multi-asset funds at a series of events in Dublin, Cork, Limerick & Galway. Ten years later, the Prisma Funds have almost 100,000 people invested in them, with AUM of over €10 billion - and they have become the flagship range of funds within the Zurich portfolio. Join the team at Zurich as we discuss what makes the Prisma Funds so popular with investors, and why the future remains bright for them.

Prisma Multi-asset Funds - 10 years of great performance

Join us on Thursday 12 October at 10am for an in-depth, practical webinar. We'll have experts giving you all the hints & tips you’ll need, covering the areas of New Business, Payroll, Maturing a Pension with Zurich, OnlineApply.

Retirement Essentials Webinar 2023 - Meet the Experts

Keeping an emergency fund on deposit is sensible financial planning, but holding all your money in low interest bearing accounts isn't! If the last decade has demonstrated anything to us, it is that investing money into equity or multi-asset funds has been a far better home for savings. Join the team from Zurich as we discuss the options with regard to your clients lump sum savings and why we think they should consider an Investment Bond.

Too much money on deposit - what to do about it?

Join Ian Slattery and Jacqueline Hogan from the Zurich investment team for a half-year investment update and to learn more about Zurich's new Fixed Term fund (available  for a limited period on new single premium retirement products).

Taking stock of Investments

We're delighted to announce the upgrade of our Personal Pension and PRSA Applications to Signature Free. Join us for a live demo.

Personal Pension and PRSA - Signature Free Upgrade

With the introduction of the new IORP II requirements and with the deadline of 30 June 2023 fast approaching, urgent action is needed on all Executive Pension Plans / One Member Arrangements that were set up from 22 April 2021. To help you manage any client conversations that you may have, please join us for our webinar where we will explain the transition timeline and outline the steps that must be undertaken to ensure customers are not unduly affected.

Transitioning to the Zurich Master Trust

Join us for our 3rd and final webinar in the series in association with Brokers Ireland. This final webinar focuses on the world of retirement and will cover all the topical areas including PRSAs, Master Trusts, PRBs and more.

Retirement Essentials from Zurich in association with Brokers Ireland

Join us for the 2nd in our webinar series in association with Brokers Ireland - this webinar focuses on the world of Protection.

Protection Essentials with Zurich in assoc with Brokers Ireland

Kicking off the Zurich Summer Series, this webinar will cover everything you need to ensure you provide your clients with the best advice.

Co-habiting Couples -  planning to avoid a potential tax trap

Protection

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Co-habiting Couples - planning to avoid a potential tax trap

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