Zurich teams up with Pro Bono Advice Network

Zurich teams up with Pro Bono Advice Network | Insurance Business Australia

Life & Health

It aims to support people facing financial crisis

Life & Health

By
Roxanne Libatique

Zurich Financial Services Australia (Zurich) has partnered with the Pro Bono Financial Advice Network (PFAN) to provide professional insurance assistance to people in vulnerable situations.

PFAN is a not-for-profit network of professionals that aims to connect financial advisers willing to provide pro-bono financial advice to Australians experiencing financial hardship, specifically triggered by a personal health crisis.

Helping people living with serious illness or disability

Zurich’s life insurance advice business, Zurich Assure, will work through PFAN to help Australians living with, or responding to, a personal health crisis improve their financial wellbeing.

The partnership will enable people living with serious illness or disability to access pro bono personal insurance advice and insurance claims assistance, support, and guidance, including:

evaluating claims eligibility;
preparing, reviewing, and lodging claims applications; and
ongoing claims management.

“Seeking and obtaining the right advice at the right time can make a significant and positive difference. For this reason, and consistent with our values as an organisation, Zurich remains committed to helping those most in need,” said Zurich Assure head Sandhya Maini.

PFAN chair Nicola Beswick said the PFAN adviser network will connect advisers with people who need financial advice and are facing significant financial hardship because of a personal health crisis.

“Our mission is to help improve the financial wellbeing of Australians living with serious illness or disability, by providing pro bono financial advice, and to inspire others to do the same,” Beswick said. “Having the support from trusted brands like Zurich Assure enables us to service more clients and ultimately extend our services to others that need our assistance. We also hope to inspire the next generation of advisers and increase awareness of the value that we bring to others through our profession.”