We ensure and enhance the quality of life for people through Financial security by providing them Right and Sensible Insurance.
We ensure and enhance the quality of life for people through Financial security by providing them Right and Sensible Insurance.
The client was a 41 year old Builder who also had a manufacturing business. He wanted to cover his liability of 25 crores, however for such a cover he would have to pay a non-refundable premium of a whopping 15.3 lakh per year.
Solution through customization
Our client was a 42 year old entrepreneur and single mother. She wanted to ensure emergency fund, lump sum amount for her son’s education and create a pension fund. Standard policies would have resulted in high premium and no savings. We customized it so that she the premium she paid not only gave her good returns but took care of her son’s education and pension.
Our client was a successful 41 year old business man who had already invested in individual life insurance. He was married and wanted something that would take care of his family and an investment tool which would help him save tax for the company and get tax free returns.
Our client for was a 50 year old NRI staying in Dubai. However, his family was still in India. As a businessman, he had made no provision for pension in later years not had he invested in any insurance for himself or his family.
We had a number of discussions with him to understand his plans and goals and created a special plan which would give him insurance and pension when he decides to retire.
Our client was a 47 year old Doctor who wanted a risk cover for himself and his wife, tax free and guaranteed pension with a low premium.
We created a special plan for him that was a pick of best LIC plans so that he could get a pure risk cover plan for himself and his wife and a customized pension plan in his son’s name.
Web Design Company - Graphinet
