Zurich is launching a campaign to help advisers perform financial fitness tests on customers.
The ‘new year health checks' campaign starts this month, and includes the launch of a protection microsite for advisers who want more information on industry issues. Training videos, case studies, sales kits and meeting tools for advisers to use with their customers will also form part of the support programme. In addition, Zurich will hold a series of nationwide seminars in February for advisers looking to refresh their protection knowledge Peter Hamilton, protection management director, Zurich Life, says: "A number of advisers are coming to protection relatively new as they look ...
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