The new financial year started on a positive note. Most insurance companies registered a positive growth in premium in April 2021 compared to April 2020. Last year, the COVID pandemic caused lockdowns and affected the business of insurance companies, both life and general. However, this year, as the vaccine drive has been launched in full […]
Financial planning is an activity wherein individuals plan their finances so that their financial goals can be effectively met. Financial planning is important for you as well as your clients as it helps you to plan and meet your life’s financial obligations. As a financial advisor, you are qualified enough to help your clients meet[…..]
As the New Year started on the hope of the COVID vaccine, the economy also continued its recovery journey as businesses became profitable. Even the insurance industry enjoyed good growth in January 2021. Many insurers posted positive growth in the amount of premium that they collected in January 2021 compared to January 2020. In the[…..]
We have entered the last quarter of the financial year 2020-21. This quarter usually sees taxpayers planning their taxes so that they can lower their tax liabilities. As such, they pick tax-saving investment avenues and invest their money to create wealth and also save tax in the process. What about you and your clients? Is[…..]
Life insurance policies are known to provide financial security against the risk of premature death. They, therefore, help individuals plan their finances so that any eventuality does not derail their financial planning. Besides providing financial security, certain life insurance plans help in wealth creation too. Then there is the tax benefit of life insurance policies,[…..]