SUBSCRIBE NEWSLETTER
  • Change Language
  • English
  • Hindi
  • Marathi
  • Gujarati
  • Punjabi
  • Tamil
  • Telugu
  • Bengali
  • News From Press Purchase policy only from an established insurance agent for good service

    Purchase policy only from an established insurance agent for good service

    Source: Mint Feb 21, 2023

    The tax-investment season is in full swing. If you plan to buy an  policy, remember that not only must you buy the right policy, but you must also purchase it from the right agent. Buy from an established agent rather than a novice who may not be around when you need his assistance.
     
    Suitability analysis a must
     
    Before selling you a policy, an agent must do suitability analysis. “He must try to understand the customer’s needs by looking at his income and financial goals,” says Atri Chakraborty, chief operating officer, IndiaFirst Life .

    Click here to read
     

    Have a query or a doubt?
    Need a clarification or more information on an issue?
    Cafemutual welcomes all mutual fund and insurance related questions. So write in to us at newsdesk@cafemutual.com

    Click to clap
    Disclaimer: Cafemutual is an industry platform of mutual fund professionals. Our visitors are requested to maintain the decorum of the platform when expressing their thoughts and commenting on articles. Viewers are advised to refrain from making defamatory allegations against individuals. Those making abusive language or defamatory allegations will be blocked from accessing the web site.
    0 Comment
    Be the first to comment.
    Login or Sign up to post comments.
    More than 2,07,000 of your industry peers are staying on top of their game by receiving daily tips, ideas and articles on growth strategies. Join them and stay updated by subscribing to Cafemutual newsletters.

    Fill in the below details or write to newsdesk@cafemutual.com and subscribe to Cafemutual Newsletter now.
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.