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  How We Work
Life Insurance Products
Retirement Planning
Tax Planning
Child Education & Marriage
Term Insurance
Liability Cover
Employer-Employee
Partnership Insurance
Estate Creation
 
Our working system is totally dedicated to give you the best service.

Adviser Team 

First we collect details from you like age, family detail, budget and object of Insurance or Investments.
After collecting details, we understand your needs properly and then we design Insurance and investment illustration as per your requirements and explain you each and every aspect of that illustration. So, it’s easy to select which is best product for you.

Paper Work for Proposal

Once you select product - We collect all necessary details and papers from you which is for proposal and scan it in our system for future reference than it is send to insurance company.

After Sales Services

Once your policy is passed by Insurance Company we prepare a file with your Insurance portfolio which includes details like - Full year premium calendar, your all policy status as off today, cash flow chart from beginning to end.

Premium Collection Services

We intimate you for premium, Money back returns or maturity before one month from due date via letter, Email or phone calls. So, you have sufficient time to pay premium or collect your money from insurance company

We also give you many premium payment options like door step premium collection, online premium payment, Direct Debit or from LIC Credit Card.

Follow up Services

We send you policy status and full year premium calendar in beginning of the year. This will help you to pre-prepare yourself for income and expenses of your policy.

If you require loan from your policy then also we will help you best possible way.
We will also support you for other services like change in name, change in nomination, tax certificate, assignment etc.
See Also : Low Cost Term Insurance, Family Mediclaim Policy, Investment Advisor

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