Hi Friends,
I have an online session on Wednesday 6th May 2020 at 6PM online. It is free for everyone. Please do attend it and share the invite to your friends also. The new link for the session is: https://bit.ly/3C50KHH
In this session, I will be sharing methods on Evaluating Life Insurance Plans. Live cases will be discussed for plans and different types of plans. There are many companies and many many types of plans. So choosing the right plan can be very confusing for the uninitiated. In this session, I will help the participants to get better clarity and share the questions to ask before choosing the right plan.
I am planning to evaluate the following types of plans:
1. Endowment Plans
2. Endowment Plans with Limited Premium payment term
3. Annuity Plans (Pension)
4. Money Back
5. Unit Linked Plans
6. Term Plans
Based on the analysis, the participants will be able to understand which plans are suitable for them. In case they find that they have a wrong plan, I will also be suggesting they way they can switch to the right plan. Precautions to be taken while this switch is happening will also be discussed.
I am a CFP and do not sell any specific company’s plan. But I have found while implementation, due to the wrong forms used, last minute 
confusions, advisor changing the plans, and any other reason; the intended plan is not reaching my clients.
So I have taken extra efforts during the COVID-19 lock-down in forming an pan-India network of like minded people, who will implement the right plan for my clients.
Friends, please implement your plans using our services. I confirm again, I charge only for my consulting; I do not sell products. This is an additional service to ensure that my clients achieve Financial Wellness. Feel free to contact me (karthikeyanjawahar@gmail.com; +91-9894257406).
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