Zurich Retail Protection, a specialist business unit within Zurich UK, has introduced a tailored Private Client service aimed at advisers handling ultra high net worth (UHNW) protection cases.
The new offer is positioned as an addition to the company’s existing large case underwriting capability, responding to what it described as growing demand for specialist adviser support.
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Under the Private Client service, advisers will be allocated a dedicated team covering sales consultants, underwriters, case handlers and administrators to manage UHNW cases.
Zurich said clients will have access to “fast-tracked” medical screening, the option to use private medical clinics and assistance from a dedicated Customer Services team for any post-issue servicing queries.
Dave Howell, private client underwriting manager at Zurich UK, said: “At Zurich, our focus continues to be on the delivery of swift informed underwriting decisions. We consistently deliver exceptional service by combining our specialist insight with a collaborative, customer focused approach giving advisers the clarity, confidence and responsiveness they need to support their clients.”
Alongside the service launch, the company has also introduced a wealth protection website hub and a technical guide.
Zurich said the materials include new content and tools intended to help advisers discuss estate planning using life insurance policies.
Andy Roberts, head of specialist propositions at Zurich UK, commented: “By 2031, the OBR expects around 14% of all Inheritance Tax (IHT) receipts to be as a result of the latest government reforms. As long-standing reliefs are scaled back and pensions are brought into the IHT net, families will have fewer ways to manage their exposure.
“This shift is driving increased interest in the role of life insurance can play in estate planning as it offers certainty and provides a faster solution for executors to settle IHT bills.”
“Zurich is proud of its strong reputation in the market as experts in both wealth protection and HNW. The developments announced to our proposition today will continue to enhance how we can support advisers and their clients,” Roberts concluded.
