Insurance information
Insurance through IOOF helps you to help your clients secure their future
Through our Pursuit platform, competitive group insurance terms dovetail with the accessibility of a retail insurance policy to provide a comprehensive insurance package you can offer your clients.
Easy management
Using specialist tools developed in conjunction with our insurer, TAL Life Limited (TAL), managing your client’s insurance is simple.
We offer a host of underwriting and ongoing management tools to cut down paperwork and administrative effort, leaving you more time to truly understand your client’s needs and manage your business. Click here for more information on our insurance service.
We provide quality take over terms which allows you to consolidate existing insurance held by your clients into their IOOF account. This streamlines both their personal arrangements and your insurance related administration.
Retail insurance
The ability to add a retail insurance policy funded through the Pursuit Cash Account means you can customise cover to clients with unique circumstances. Cover not available through superannuation, such as critical illness and business expense cover, can be funded through a Pursuit investment service account.