Insurance Advisory: The insurance advisor plays a critical role in the client’s overall protection from insurable hazards.

There are several processes involved in insurance planning:
Determine whether or not you require additional insurance.

People’s insurance requirements differ depending on their circumstances. These can be divided into the following groups:

  • Income replacement need.
  • Income protection need
  • Asset protection needs.
  • Estimate the insurance coverage
  1. Identify the most suitable insurance product
  2. Optimize the insurance premium
  3. Monitor the insurance coverage
  4. Life Insurance Products
  5. Term insurance
  6. Non-Life Insurance Products
  7. Health insurance
  8. Personal accident insurance
  9. Personal accident insurance
  10. Property insurance
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