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Insurance Planning - Basic

3rd EYE Financial Planners

Planner Name - 3rd Eye Financial Planners
Location - Secunderabad , Hyderabad
Experience - 20 years ,
Education - B.Com, MBA, CFP
Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
Income Criteria - Advises clients with over 1 lakh in net annual income
Asset Criteria - Advises clients with more than 1 lakh in savings & investments
Assets under Advisory - NA crore,
Number of current clients- 100+ ,
Client Retention Rate - NA %

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Description

This product is recommended to be purchased after a general financial checkup. This enables the client and the financial planner to start with a broad understanding of the client requirements, time horizon, cashflow requirements and risk tolerance.

The financial planner will undertake “Insurance Planning - Basic” for individual clients with annual income less than 20 lakh per annum and relating to:

  1. Assets
  2. Liabilities
  3. Risk coverage
  4. Insurance pricing
  5. Other extraordinary liabilities.

Output: The financial planner will develop and deliver to you a customized insurance plan based on your current and future liabilities, risk factors, age, assets and coverage required.

Please note that the plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.
  4. And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.

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Planner Name – 3rd Eye Financial Planners
Location – Secunderabad , Hyderabad
Experience – 20 years ,
Education – B.Com, MBA, CFP
Specialization – Comprehensive financial plan, Tax, investment, insurance & retirement planning.
Income Criteria – Advises clients with over 1 lakh in net annual income
Asset Criteria – Advises clients with more than 1 lakh in savings & investments
Assets under Advisory – NA
Number of current clients – 100+
Client Retention Rate – NA

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