INSURANCE PLANNING

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Insurance Planning

Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event.

Insurance is an important step in the financial planning process. It is a defensive measure and offers peace of mind to the individual.

insurance planning

Protection for you and your family

Your family depend on your financial support to enjoy a decent standard of living, which is why insurance is especially important once you start a family. It means the people who matter most in your life may be protected from financial hardship if the unexpected happens.

Reduce stress during difficult times

None of us know what lies around the corner. Unforeseen tragedies such as illness, injury or permanent disability, even death – can leave you and your family facing tremendous emotional stress, and even grief. With insurance in place, you or your family’s financial stress will be reduced, and you can focus on recovery and rebuilding your lives.

To enjoy financial security

No matter what your financial position is today, an unexpected event can see it all unravel very quickly. Insurance offers a payout so that if there is an unforeseen event you and your family can hopefully continue to move forward.

A legacy to leave behind

A lump sum death benefit can secure the financial future for your children and protect their standard of living.

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We are Registered with AMFI
Date of Initial Registration: 22-Nov-2003
AMFI Registration Number: 15805
Current Validity of ARN: 27-Sep-2025