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Life Insurance Consultancy
- 1. Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534 Portfolio Management Family Wife 3 Children 3,5,8 Mr. A is a Successful Business Man Business Asset Value 10 M Investment Portfolio value 8 M Business Fixed Income Rs. 75000 Per Month Home Property Banks Gold Stock/Shares
- 2. VISION-MISSION-VALUES Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534 Savings Assets Life Boats Savings Assets Life Boats Before 10 Years Designation Marital Status Dependents Liabilities Monthly expenses Parents support Children basic education Loans Income Other source of income Designation Marital Status Dependents Liabilities & financial Priorities Monthly expenses Parents support Children higher education Children marriage Home building Loans Pension Income Other source of income Present After 10 years Designation Marital Status Dependents Income Other source of income Liabilities Monthly expenses Parents support Sisters Marriages Savings Assets Life Boats
- 3. VISION-MISSION-VALUES Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534
- 5. Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534 What is important to You? YOUR FINANCIAL PRIORITIES & OBJECTIVES Building capital through regular saving Financial Security for family in the event of your death Financial security in the event of critical illness Providing retirement income Planning for school fees and education for your children Planning for your children ‘s wedding Others