Introducing Zurich LifeVault and a broader approach to protection support
When people think about protecting their loved ones, life insurance is often the first step. But while financial protection can provide valuable peace of mind, many families face practical and emotional challenges when a loved one dies.
Important documents can be difficult to find. Wishes may not have been recorded. Loved ones are often left trying to navigate complex decisions during an already overwhelming time.
That's why we have worked in partnership with Empathy to launch Zurich LifeVault, a secure digital service designed to help customers organise their affairs, record their wishes and create a clear plan for the future, all in one place.
Available at no additional cost to eligible Zurich customers, Zurich LifeVault gives individuals and families the tools they need to prepare for the future with greater confidence and clarity.
Expanding the protection conversation
As advisers, you play a vital role in helping customers prepare for life's uncertainties. But while conversations around financial protection are common, broader discussions about future planning and legacy preparation often take a back seat.
Zurich LifeVault helps bridge that gap. It provides a practical, digital solution that can support customers in taking meaningful steps to organise their personal, financial and legal affairs, helping them feel more confident that their loved ones will be supported when it matters most.
Helping customers get organised
One of the biggest challenges families face following a bereavement is locating important information and understanding what actions need to be taken.
Zurich LifeVault addresses this by providing a secure digital space where customers can bring together key information, documents and plans in one place.
The service helps customers:
- Organise important personal and financial information
- Create and store essential planning documents
- Record their wishes and future intentions
- Keep important details up to date as circumstances change
- Securely share information with trusted family members or those responsible for managing their affairs
- Build plans individually or as a couple
By having everything organised and accessible, customers can reduce uncertainty and make life easier for the people they leave behind.
Creating a lasting legacy
Planning for the future isn't solely about assets and administration.
For many customers, it's also about preserving memories, sharing personal stories and leaving messages for the people they care about most.
Zurich LifeVault enables customers to create a meaningful digital legacy by storing treasured photos, personal reflections and messages for loved ones. These features help ensure that family memories, values and experiences can be passed on to future generations.
It's a reminder that true legacy planning is about more than what customers leave behind financially. It's also about the personal impact they have on the people they love.
Experience the service for yourself
To help advisers better understand the customer journey, Zurich LifeVault is also available for advisers to use themselves at no additional cost.
Experiencing the service first-hand can help bring customer conversations to life, making it easier to demonstrate the value of future planning and show how simple getting started can be.
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