INSURANCE PLANNING

Insurance planning is a fundamental part of your financial plan. Whether it be protecting your income due to an injury or illness or your business and loved ones, having the right insurance plan will help you achieve your financial goals.

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Life Insurance

A life insurance plan not only offers peace of mind by ensuring your loved ones are financially protected in the event of your passing, it could help reduce your annual tax burden, minimize estate taxes, and create a tax-advantaged income stream in retirement.

Types of Life Insurance:

·       Term Insurance

·       Whole Life and Universal Life

·       Other Permanent solutions

·       Mortgage Insurance

Disability Insurance

Disability coverage provides you with financial security by replacing your income on a monthly basis, in the event of an accident or sickness.

Types of Disability Insurance:

·       Individual Plans

·       Overhead Expense

Critical Illness insurance

A critical illness policy pays a lump sum benefit, should you be diagnosed with a covered condition.

Types of Critical Illness Insurance

·       Term

·       Permanent

·       Corporate Solutions

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Tax- free Wealth Accumulator

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Flexible and numerous policy options

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Protection of loved ones in the event of a sudden passing

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4

Tax and Estate planning tool

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SHIV OBEROI - VP Operations

Please book your meeting type and duration at your convenience.
Looking forward to connecting.

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SHIVANI OBEROI - VP Business Development

Please book your meeting type and duration at your convenience.
Looking forward to connecting.