my financial helth

13
P R E S E N T S

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Post on 04-Jun-2015

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Page 1: My financial helth

P R E S E N T S

Page 2: My financial helth
Page 3: My financial helth

Questioner No.: 01

Do you have Life Insurance coverage of atleast 10 times of Your annual Income?

Page 4: My financial helth

Questioner No.: 02

How long You can manage with my Your monthly expenses if YOU suffer from a prolonged illness of disability?

Page 5: My financial helth

Questioner No.: 03

Is your current Health Insurance coverage provides for major illness protection of atleast twice of your annual income?

Page 6: My financial helth

Questioner No.: 04

Do you have a good hospitalization & surgical coverage that helps to pay for such events with any out of pocket expenses?

Page 7: My financial helth

Questioner No.: 05

Do you have sufficiently planned of Your children’s higher education in future?

Page 8: My financial helth

Questioner No.: 06

Do you have planned for creating a retirement fund that is atleast 10 times of your gross annual income?

Page 9: My financial helth

Questioner No.: 07

Do you have planning where your home loan & other liabilities will be completely paid in the event of your death or permanent disability?

Page 10: My financial helth

Questioner No.: 08

Is your saving will be continues for 6 month of monthly expenses, when you loose your job or business?

Page 11: My financial helth

Questioner No.: 09

If you sell your house now, is there enough money to pay off the outstanding mortgage?

Page 12: My financial helth

Questioner No.: 10

Do you have any trusted financial professional who looks after your financial well being?

Page 13: My financial helth

Feedback to ME!

Any further assistance please feel free to contact ME!

Abhinaya Joshi Financial Planner & Business Associate TATA AIG LIFE INSURACE, AHMEDABAD CELL : 91-9924081738 EMAIL : [email protected]