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लाइफ़ इंश्योरेंस क्लेम दर्ज़ करने संबंधी ज़रूरी बातें, जो आप सभी को पता होनी चाहिए
हर कोई जानता है कि पॉलिसी कवर के दौरान इंश्योर्ड व्यक्ति की मृत्यु होने पर लाइफ़ इंश्योरेंस पॉलिसियों का लाभ मिलता है। इसके अलावा, टर्म प्लान एवं अन्य लाइफ़ इंश्योरेंस पॉलिसियों आदि का पॉलिसी टर्म जब भी समाप्त हो जाता है तो उनका भी लाभ इंश्योर्ड व्यक्ति को मिलता है। ऐसे में ग्राहकों को यह…
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सबसे महत्वपूर्ण इंश्योरेंस रेशियो जो आपको ज़रूर जानना चाहिए
इंश्योरेंस पॉलिसी खरीदते समय, ग्राहक अक्सर कवरेज और पॉलिसियों के प्रीमियम को देखते हैं और अपनी पसंद बनाते हैं। वे आपकी सलाह पर भी विचार करते हैं, क्योंकि आप उनके इंश्योरेंस एडवाइज़र, इंश्योरेंस संबंधी शर्तो के विषय में बहुत शिक्षित होते हैं। हालांकि, इंश्योरेंस कंपनी से संबंधित विभिन्न रेशियो हैं जिन्हें बहुत ज़्यादा तकनीकी होने…
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{:en}Benefits of porting Health Insurance and why should you recommend it{:}{:hi}स्वास्थ्य बीमा पोर्ट करने के लाभ और आपको इसकी सिफारिश क्यों करनी चाहिए{:}
{:en}A health insurance policy is a must if individuals want to protect their savings from being drained on expensive medical treatments when a medical emergency strikes. Many of your clients are aware of the need of a health plan and invest in a policy to protect their finances. But are they able to buy the…
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{:en}Do you know how the Life Insurance market grew this October?{:}{:hi}क्या आप जानते हैं कि इस अक्टूबर में जीवन बीमा बजार कैसे बढ़ा{:}
{:en}The insurance sector is expanding as the insurance penetration is increasing in India. Today, more and more individuals understand the importance of having a life insurance cover and so they invest in a life insurance policy for their and their family’s financial security. Whether it is term insurance plans which build up a financial corpus…
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Let’s secure a child’s future this Christmas
It is the season of Christmas and children often pray to Santa Claus to give them different gifts. To keep the child’s beliefs alive many parent’s play Santa and shower their children with gifts that their hearts desire. But do the parents think long term when investing in a gift for their children? Raising a…
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Here’s how your clients can invest in foreign markets
Investing in international markets have distinct benefits and can help investors in long-term wealth creation. Thanks to globalization and opening up of cross-border investments allow investors to capture opportunities to diversify their portfolio in international markets and explore investment opportunities outside the universe of Indian markets. Advantages and benefits of investing in foreign markets Investing…
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3 Money Tips to recommend to your clients this Christmas holidays
Christmas and New Year are around the corner and with these holidays, coupled with the winter vacations of your children, travelling become popular. This time is the best time to go on a holiday and many families always plan a vacation around this time. Even your clients might be planning a vacation this Christmas holiday.…
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How Gold is an All-time Safe Investment Instrument?
As a financial advisor, it is essential that you earn the confidence of your clients and one of the best ways to do so is by suggesting them genuine ways to build their wealth and earn good returns. One such excellent mode of investment is gold. Due to its ever-increasing prices and traditional use, it…
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Know all about Loans
Financial needs can crop up unannounced and when individuals don’t have enough savings at hand, they seek loans. Loans help give individuals funds required for their financial needs. There are different types of loans available in the market depending on the financial need of individuals. Even if your clients are looking for a loan, there…
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