We offer a range of investment and protection solutions to support your advice:
- Wealth management - both on and off platform
- Family protection - including IHT planning and mortgage protection
- Business protection - key person protection, succession planning and more
- Creating income in retirement - accumulation and decumulation
- Asset protection - including IHT and protecting assets from losses
- Financial planning - including advice and asset protection strategies
Supporting you all the way
We are strong supporters of the intermediated market in the UK:
We know you are reassured by knowing that the financial providers you recommend will have the financial strength to be around for the long term and we are.
We have support teams to help you make the most from the products and services we offer:
- Business Account Managers - Access to an experienced and knowledgeable Business Account Manager dedicated to work with you to protect your clients’ financial futures and help grow your business by adding value to your proposition.
- Platform Adoption Consultants - To help your business on the journey to being platform ready! Our Platform Adoption Consultants will ensure that the Zurich Intermediary Platform is set up to your requirements and rolled out successfully across your business.
- Expert underwriting team - expert underwriters who treat each case individually - we’re not interested in what other providers say. We provide:
- a pre-application enquiry helpline for direct contact with our underwriters.
- life or critical illness cases above £350,000 or where the monthly premium is £250 or more
- a dedicated large case underwriting team for life or critical cases above £350,000 sum assured
- a 24-hour turnaround, pre-planning service, pre-application medicals, individual case management, and a choice of own doctor or flexible private medicals - for cases above £1 million sum assured or with monthly premiums of £250 or more.
- Technical support team - You’ll receive high-quality pre-sale technical support. You can phone, email and write to the team for timely and accurate responses on every area of your business.
- Claims - Strong claim payment record.
We continually look to design market leading protection and investment solutions wrapped in a service that reflect your, and your clients' changing needs. We are always looking for ways to help adviser businesses work smarter - leaner.