Insurance guide
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Insurance guide

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Insurance guide Insurance guide Presentation Transcript

  • Money Simplified is back! www.PersonalFN.com
  • Guide to Insurance Planning and Protecting your Financial Future www.PersonalFN.com
  • www.PersonalFN.com Presented By
  • Index
    • Introduction
    • How do you judge which insurance plan suits you?
    • How to select the right insurer?
    • How to select the right insurance advisor ?
    • Regulating the Regulator: SEBI guides IRDA
    www.PersonalFN.com
  • Introduction
    • What is Insurance?
    • What is the need of Insurance ?
    • How much Insurance cover is required?
    www.PersonalFN.com
  • How do you judge which insurance plan suits you?
    • Life Insurance
    • Term Insurance (Pure Insurance)
    • Endowment Policy (Savings based)
    • Money Back Policy (Savings based)
    • Unit Linked Insurance Plan (ULIP)
    • (Savings based, market linked)
    • General / Non-Life Insurance
    www.PersonalFN.com
  • How to select the right insurer?
    • Promoter’s background
    • Number of years of existence
    • Financial Background
    • Claim Settlement Ratio (CSR)
    • Solvency Ratio
    • Profitability ratio
    • Reading the devil in the fine print
    www.PersonalFN.com
  • How to select the right insurance advisor ?
    • Quality of knowledge
    • Quality of service
    • Multiple insurance companies
    • Location
    www.PersonalFN.com
  • Regulating the Regulator: SEBI guides IRDA
    • Standard format of reporting monthly portfolio disclosure for ULIPs
    • Better disclosure of following important ratios in the public domain for decision making:
    • Claim Settlement Ratios
    • Solvency Ratios
    • Lucid disclosure of other financial statements such as profit & loss and Balance Sheet
    • Making the fonts of important terms and conditions legible
    www.PersonalFN.com
  •  
    • For all this and much more – Click here to Download
    • Money Simplified
    THANK YOU www.PersonalFN.com Your Wealth Tracker Track Your Income , Expenses,Gold , And Other Assets Know how much you require to insurance? Get a GRIP on your Financial Health. Take Financial Health Check Up Now ! Know how much you require to retire? PersonalFN Tools and Services Retirement Calculator Financial Health Check Up My Planner HLV Calculater