Name: Too much money on deposit - what to do about it?
Start: 2023-08-31T09:00:00Z
End: 2023-08-31T09:01:01.000Z
Location: BrightTALK
Rating: 4.7

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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

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 2 - Overcoming Objections

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

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?

Investment Companies

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.

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

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