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Why Insurance??
By
Rama Krishna
Who are we?
• RK Wealth Planners
• 21 years of experience in Financial planning
and Insurance
• Specialize in customizing services according to
individual needs
THE KING CAN CONTROL EXPENSES
ONLY THROUGH A BUDGET
FIRST :- FUNDING FOR CONTINGENCIES
SECOND :- FOR INFRASTRUCTURE
(AGRI, WATER BODIES, SCHOOL…)
THIRD :- FOR TODAY’S ESSENTIALS
FOURTH :- FESTIVITIES
PREMIUM
PREMIUM
LOSS OF
INCOME
A PERSON CAN BECOME
WEALTHY BY HAVING CAPITAL
BUT HE CAN BECOME
INDEPENDENT ONLY WHEN HE
IS HAVING REGULAR INCOME
FAQ
• HOW MUCH INSURANCE
SHOULD I HAVE?
• WHAT IS THE BEST
POLICY FOR ME?
HOW MUCH INSURANCE?
• CAPITAL NEED ANALYSIS
• HUMAN LIFE VALUE
• NET WORTH
HOW TO DECIDE THE BEST POLICY?
• Each one has different needs
• Each one needs different policies
• Case studies
DEATH IS CERTAIN,
DATE OF DEATH IS
UNCERTAIN.,
BNI 8 minute ppt

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BNI 8 minute ppt

  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Who are we? • RK Wealth Planners • 21 years of experience in Financial planning and Insurance • Specialize in customizing services according to individual needs
  • 7. THE KING CAN CONTROL EXPENSES ONLY THROUGH A BUDGET FIRST :- FUNDING FOR CONTINGENCIES SECOND :- FOR INFRASTRUCTURE (AGRI, WATER BODIES, SCHOOL…) THIRD :- FOR TODAY’S ESSENTIALS FOURTH :- FESTIVITIES
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 14. A PERSON CAN BECOME WEALTHY BY HAVING CAPITAL BUT HE CAN BECOME INDEPENDENT ONLY WHEN HE IS HAVING REGULAR INCOME
  • 15. FAQ • HOW MUCH INSURANCE SHOULD I HAVE? • WHAT IS THE BEST POLICY FOR ME?
  • 16. HOW MUCH INSURANCE? • CAPITAL NEED ANALYSIS • HUMAN LIFE VALUE • NET WORTH
  • 17. HOW TO DECIDE THE BEST POLICY? • Each one has different needs • Each one needs different policies • Case studies
  • 18. DEATH IS CERTAIN, DATE OF DEATH IS UNCERTAIN.,