Name: Executive Pensions - Zurich Summer Series
Start: 2018-07-26T09:00:00Z
End: 2018-07-26T09:00:44.000Z
Location: BrightTALK
Rating: 4.4

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In our latest Zurich Recommends webinar Patrick looks at the Client Report. This report is a comprehensive tool that every Financial Broker should be making full use of when contacting customers. Taking seconds to generate, it generates a report that highlights the elements that are of most interest to clients.

Zurich Recommends - Try our Client Report

With just six months to the planned launch date of AE, now is the time to be engaging with your corporate & SME customers. The introduction of AE will impact every business in Ireland, so ensuring that people are well prepared is paramount.

The Countdown to Auto-enrolment - How ready are your customers?

Join David Warren, Chief Investment Officer and the team at Zurich Investments where we will discuss the recent developments on the Trump tariffs and the effects on the global investment landscape. Our expert panel will explore key topics such as market volatility, market reactions and Zurich's strategic response. Don't miss this opportunity to enhance your understanding and help your clients make informed investment decisions.

Trump Tariffs: the investment market implications

Join Zurich as we explore the Claims, Underwriting, and customer issues that matter in 2025.

Protection Essentials 2025 with Zurich in association with Brokers Ireland

Top insights and best practices from Zurich.

Zurich Recommends - Retirement Drawdown Calculator and Report

Join the team from Zurich as we explore the investment market in 2025.

Investment Essentials 2025 with Zurich in association with Brokers Ireland

Join Zurich as we explore the Pension and Retirement issues that matter in 2025.

Pension Essentials 2025 from Zurich in association with Brokers Ireland

Zurich Recommends - Max Funding Calculator and Report

Top insights and best practices from Zurich

Zurich Recommends - Financial Planning Reports

Hear directly from David Warren, Chief Investment Officer at Zurich Investments and his colleagues as they review the ups and downs of 2024, and discuss their view of where 2025 may take investment markets and which asset classes we think may present opportunities. This webinar is not to be missed and will give you the investment information you’ll need to prepare your clients for the year ahead.

Investment Outlook 2025

Join Zurich for our annual Ethics CPD hour. We are delighted to be joined by again by Carmel Motherway of Motherway Consulting - an expert in the field of Ethics.

Ethics 2024

Join the Pensions Team from Zurich as we discuss the latest changes to PRSAs, Master Trusts, and the more of the detail around Ireland's new auto-enrolment scheme, My Future Fund.

Pensions: All change again! Making sense of the Finance Bill & more

Join us on September 19th for an in-depth, practical webinar focussing on everything you need to know to ensure a smooth Pension Season. This practical session is definitely not one to be missed – and is recommended for Financial Brokers and Administrators.

Retirement Essentials Webinar 2024 - Meet the Experts

Join the team from Zurich Investments as they review the investment markets year to date and give their insights into what the remainder of 2024 may hold.

Zurich Mid-Year Investment Outlook 2024

Join the Protection Team from Zurich as we discuss how building a protection plan is the first step towards financial security, set out the solutions that are available to get there, and explore the techniques to optimally employ and communicate these solutions.

Solutions and Techniques for Financial Resilience

Join the team from Zurich, in association with Brokers Ireland, for an insightful webinar to understand why the advent of AE in Ireland is a great opportunity for Financial Brokers. Hear why the 800,000 people targeted for AE will be better off joining their employer pension scheme, and more importantly, see how Zurich and Brokers Ireland are going specifically support you.

The Auto-enrolment opportunity for Financial Brokers - act now.

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

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 3 - Prioritisation of Cover Options

This is the latest in our Summer Series of Technical Webinars - in this session we will cover Executive Pensions and in particular the maximum funding opportunities.

Executive Pensions - Zurich Summer Series

Executive Pensions

Max Funding

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.

Executive Pensions - Zurich Summer Series

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