Insurance Planning & Risk Analysis for Advisory Clients
Full-Day Online Workshop (Free)
Saturday 09 Nov 2024
10:00 AM - 5:00 PM
by CA Harsh Roongta
Schedule
10:00 AM - 11:30 AM (Session 1)
- Basics of Life Insurance
- Indemnity vs. Defined Benefits
- Insurance Concepts
- Sabse Pahele Insurance
11:30 AM - 11:45 AM (Tea Break)
11:45 AM - 1:15 PM (Session 2)
- How much Life Insurance?
- Insurance cum Investment – Is it a good idea?
- How to select Term Life Policy
- Critical Illness & Accidental Disability Insurance
1:15 PM - 1:45 PM (Lunch Break)
1:45 PM – 3:15 PM (Session 3)
- Health Insurance (Basic, Super Top-up, Floater)
- How to select Health Insurance Provider
- Car Insurance, Home Insurance, Asset Insurance
11:30 AM - 11:45 AM (Tea Break)
3:30 PM - 5:00 PM (Session 4)
- Solving Assignments to evaluate Policies of Clients, Whether to continue, Surrender or make it paid-up..
✨For Whom?
SEBI RIA, Financial Planner, Advisors, CFP
✨Why is this workshop Free?
Workshop was designed for Fee Only Investment Advisers LLP Team Members, some of whom were going to attend online. We decided therefore to open up workshop for other Advisers as well.
✨ Trainer: Learn Directly from Harsh Roongta
Harsh is a founder of Fee Only Investment Advisors LLP. You gain invaluable knowledge from the top SEBI-Registered RIA, known for his client-centered, value-driven approach to financial advice.