Being an insurance advisor requires you to wear many hats. You have a role to play in making sales, in business development, client meetings and marketing your brand among others. The list is pretty long, but one of the things most people forget to focus on and do not realize is key to their business […]
Cancer has become a menace in today’s age when increasing number of individuals, both men and women, are falling victims to the disease. The numbers are shocking. Have a look at them – According to the National Institute of Cancer Prevention and Research (NICPR), the latest cancer data is as follows – According to reports,[…..]
Let’s talk about what exactly cross – selling is. Cross – selling is nothing but selling a different product or service to an existing customer. An insurance advisor has lots of opportunities with clients to cross – sell other insurance policies. For example, as an advisor, you can consider cross selling health insurance policies to[…..]
Health insurance premiums qualify for tax deductions under Section 80D of the Income Tax Act. While for individuals below 60 years of age the maximum deduction allowed is Rs.25, 000, the limit has been enhanced for senior citizens. According to the new rules mentioned in the Union Budget 2018, senior citizens can claim a maximum[…..]
The war between ULIPs and mutual funds has existed ever since ULIPs were launched back in the last decade. Investors and financial experts alike have always debated on the pros and cons of both these investment avenues. Your clients too must have a favourite in their investment portfolio. Both ULIPs and mutual funds have the[…..]
