Articles

As parents, your clients would want to give their best of everything to their child, feeding them the best healthy food, teaching them good habits, taking safety measures, monitoring their performance in school, they are taking care of their needs at all times. While they continue to excel as a parent for their immediate needs,…

Over the years, with the rising income and higher spending capacity, there is a significant change in the financial behaviour of people. Previously, people would not actively “PLAN” for a holiday as such. But now, going on an exotic holiday with the family has become an important goal for most. Like any other goal, going…

As the insurance industry is on the verge of the new decade, it has different hopes and expectations from the new decade as the times are changing. However, the last decade should also be analysed for the lessons that it gave. The decade was impactful as it spelled various changes in the insurance sector as…

Millennials are the new face of the future of the country. They represent the new generation and also comprise of the new customer demography. Today’s millennials are smart. They don’t shy away from demanding what they need and they are in control of their lives. Even when it comes to handling finances, millennials are increasingly…

When it comes to buying insurance, many individuals associate insurance plans to protect them from the financial risks that they face. While this is the fundamental use of an insurance policy, the tax aspect of insurance should also be understood. Life and health insurance policies help in saving taxes while at the same time allowing…

November 2019 proved to be a positive month for the Indian insurance industry as many insurance companies posted a growth in premium collections in November 2019 compared to November 2018. Within one year, the insurance industry witnessed tremendous changes in the form of an increase in insurance awareness, increase in internet penetration making it easier…

When it comes to insurance, its technical aspect cannot be ignored. Insurance policies are built around some technical terms and if policyholders do not understand these terms, they do not understand their insurance policies completely. As a financial advisor to your clients, it is your duty to make sure that your clients understand the different…