How can this help you ?
Life insurance not only provides peace of mind to you and your loved ones
but can be an essential part of a sound financial plan.
Protect Your Income
You’re interested in protecting your income. That’s smart. After all, it’s probably your most valuable asset.
If you become too sick or injured to work, how would a loss of income affect your lifestyle, family and goals?
Income Replacement
Would those you love face economic difficulty if you were gone today?
If the answer is yes,
then you need Life insurance to replace your income.
Intergenerational wealth transfers/Estate Plan
Life insurance is typically a critical element of a family’s estate plan.
It may enhance the amount of wealth you can bequeath to your heirs and provide a ready source of cash for their financial obligations.
Our Process – 6 Steps to Success
What exactly we do for you ?
Life Insurance Portfolio Review is a thorough, unbiased written description and assessment of a policy owner’s existing life insurance portfolio. Life Insurance Portfolio Reviews assess
Review of client’s needs and objectives
In-force policy performance versus original expectations
Carrier Financial strength, Ratings and Outlook
Selection of riders - Accidental, critical illness & disability
If the client’s underwriting classification can be improved
If a more suitable product exists to achieve the client’s objective
Compare both term Life versus Permanent Life Insurance
Consider using Insurance for Estate Creation
Choose the perfect plan for you
Life insurance not only provides peace of mind to you and your loved ones
but can be an essential part of a sound financial plan.
Quarterly
- ✓ Discovery Call
- ✓ Review of Current Insurance Plan
- ✓ Comparison of Actual insurance required vs current insurance coverage
- ✓ Comparison of term Life versus Permanent Life Insurance
- ✓ Personalized Plan Recommendation Report
- ✓ 30 minute one-to-one virtual session with Financial Coach – once
Bi- Annual
- ✓ Discovery Call
- ✓ Review of Current Insurance Plan
- ✓ Comparison of Actual insurance required vs current insurance coverage<
- ✓ Comparison of term Life versus Permanent Life Insurance
- ✓ Personalized Plan Recommendation Report
- ✓ Personalized recommendation of various riders such as accidental benefit, critical illness coverage, and disability benefits
- ✓ Personalized Compare both Term Versus ULIPS based on an individual’s risk profile.
- ✓ 30 minute one-to-one Personal Consultation with Financial Coach – Twice
Annual
- ✓ Discovery Call
- ✓ Review of Current Insurance Plan
- ✓ Comparison of Actual insurance required vs current insurance coverage<
- ✓ Comparison of term Life versus Permanent Life Insurance
- ✓ Personalized Plan Recommendation Report
- ✓ Personalized recommendation of various riders such as accidental benefit, critical illness coverage, and disability benefits
- ✓ Personalized Compare both Term Versus ULIPS based on an individual’s risk profile.
- ✓ Using life insurance for intergenerational wealth transfer and estate planning.
- ✓ Using insurance for family wealth transfer
- ✓ Access to E-book ” Covid Proof your Retirement”
- ✓ Access to Monthly Newsletter about the Recent updates
- ✓ Access to Whatsapp chat support Team
- ✓ 30 minute one-to-one Personal Consultation with Financial Coach – Four times
What our other clients often say
The services provided by Assuredgain are extremely helpful in making the right choice. All my queries were resolved. Overall, I had a good experience with Assuredgain Financial Planners. Thank you !!
The service offered was centred on personal goals and needs. All of the information about investing was explained to me. But the best part is that my investments were properly allocated depending on time, risk, and needs. I must admit that this is something that every working person needs.
As a working professional, I don’t have much time to manage my finances. After the initial discovery call, I began to realise things, and the consultation truly helped me a lot in saving and preparing finances for the future. Thank you very much. I would appreciate your work.