• Max life monthly income advantage plan – should you choose this plan?

    Let us be clear about the plan: This plan, Max life monthly income advantage plan is so called a non-linked, participating individual life insurance savings plan gives you a guaranteed monthly income and the choice of customize the plan, to fulfil every planned milestone of your life. Plan features and benefits: This plan offers you…

  • Bajaj Allianz Life Assured Wealth Goal – Will I attain my goal?

    Bajaj Allianz Life Assured Wealth Goal is so called a non-linked, non-participating, individual, life insurance savings plan. This is said to be a savings plan combined with investment plan that offers the assurance of regular income in the future. This plan offers regular guaranteed long-term income up to 30 years. There is option to defer…

  • Should you invest in Aviva New Family Income Builder?

    About the plan: Aviva New Family Income Builder plan is so called a non-linked non-participating life insurance plan that doubles your money. It is said to be a savings plan combined with the protection-oriented plan that assists you financially by guaranteeing returns in the form of regular payouts for 12 years. These regular payouts are…

  • 4 Power Steps For Financial Wellness – One Day Hands-on Workshop

    Hi Everyone,I am happy to announce the dates for the first in-person workshop after the corona lockdown. It is on the 23rd of April 2023 at Coimbatore. I call it the 4 Power Steps to Financial Wellness.I recognize in my sessions that managing money is only 20% numbers and 80% in the mind. This workshop…

  • LIC’s New Money Back Plan-20 years- Do the returns justify considering it?

    LIC’s New Money Back Plan-20 years is so called Non-linked, Participating, Limited Premium, Individual, Life assurance plan which offers a combination of protection against death throughout the term of the plan along with the periodic payment on survival at a specific duration during the term. Plan features and benefits: This plan allows you to pay…

  • Max Life Savings Advantage Plan – Will this plan satisfy my future financial needs?

    Max Life Savings Advantage Plan does not meet any of the 3 criteria for choosing an investment or life insurance plan.

  • LIC Jeevan Akshay VII Pension Plan (857) – Should you buy?

    Jeevan Akshay VII (Plan 857) is an immediate annuity (Pension Plan) from LIC of India. Jeevan Akshay is a Non-Linked, Non-Participating, Individual Immediate Annuity Plan.  Let’s us be clear about what is annuity? In simple term Annuity is regular income. Here we are looking at annuity as a pension plan. Immediate annuity is investing lump…

  • Why you should not choose SBI Life -Smart Platina Assure?

    About SBI Life -Smart Platina Assure? SBI Life – Smart Platina Assure, an individual, non-linked, non-participating life endowment assurance savings product which assures guaranteed returns with an advantage of paying premiums for a limited term. Let us look at the plan features: For further details visit: Endowment Assurance Policy India, Savings Plan | SBI Life…