Features

• Term Insurance: Pure life cover with no savings component. Cheapest and most effective for protection. Term insurance is not an investment product.
• Endowment Plans: Offers both life cover and an investment component.
• Updated Knowledge: Stay updated on market trends, company performance, and other factors.
• Unit-Linked Insurance Plans (ULIPs): Investment products that offer both life coverage and the opportunity to invest in the stock market or bonds.
• Protection for Loved Ones: The main benefit is that it ensures your family's financial security.
• Tax Benefits: Premiums qualify for tax deductions under Section 80C.

Suitable for

• If you're looking for financial security for you and your family as per your needs.

• If you have dependents or a loan to clear, and you need to protect their future.

bBETTER GROWTH

bBETTER GROWTH supports individuals and families in selecting the appropriate life insurance products for financial security, wealth growth, and estate planning by

• Assessing Financial Goals & Needs:

  Evaluating the client’s financial situation and future requirements to recommend the right policies.

• Educating Clients on Products:

  Ensuring clients well-informed about various life insurance options, such as term life, whole life, ULIPs, and critical illness riders to secure the right coverage to meet their unique needs.

• Risk Assessment & Coverage Calculation:

  Analysing the client’s liabilities and dependents to determine the required coverage amount.

• Recommending Insurance Plans:

  Proposing personalized insurance plans that balance adequate coverage with affordability.

• Explaining Policy Terms:

  Ensuring clients fully understand policy details, exclusions, and options such as loans or surrender values.

• Assisting with Application:

  Guiding clients through the application process and assisting with the underwriting requirements.

• Periodic Policy Review:

  Reviewing policies regularly and recommending adjustments in response to changes in the client’s life.

• Claims Support:

  Helping beneficiaries file claims and resolve any issues during the claims process.

• Keeping Clients Updated:

  Informing clients about any changes in their policy, regulatory updates, or potential premium adjustments.