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Simple Wealth

Simple wealth - Imagine what you could do with more

Simple Wealth - the investment policy from Zurich that makes it easy for you to invest and build wealth. Built with you in mind Simple Wealth allows you to start investing with a minimum of USD 15,000 and gives the option to add additional premiums from USD 1,500. 
Simple Wealth also offers the unique feature of protecting your investment with free investment life cover for up to 15 years.

Your money will be invested into five Zurich managed funds that are diversified to reduce investment risk. Its a great way of joining the thousands of customers who have selected Zurich Managed funds to build towards their future goals.

Whether it's for your child's educations, your comfortable retirement or a dream project, Simple Wealth can help you achieve your financial goals.

Key features of Simple Wealth

  • Allows a initial investment of USD 15,000 with the option to add additional premiums from USD 1,500 

  • Protects your investment with free investment life cover for up to 15 years.

  • Offers access to Zurich's Managed funds that are diversified to reduce investment risk and have been actively managed for over 30 years 

  • 100% premium allocation and access to investments from day one

Find out how Simple Wealth can be a solution for your customer's financial needs. To help you explain Simple Wealth to your customers you can use the below tools:

Simple Wealth custom flyer

Simple Wealth video

Simple Wealth Flyer

Download the Simple Wealth flyer here

Other tools for you to use:

  • A press release, published locally.

  • Client seminar support.

  • A comprehensive sales aid.

  • Simple Wealth posters for your office.

  • A sales presentation.

  • A product video and social media post to share with your customers on your Linked In or other social media accounts.

Please contact your Zurich Account Manager for further details and assistance.