Save Little, Save Often


Reduce Debt

Improve Savings

Single

Wealth Creation

 

Cover your liabilities

Long Term Financial Planning

Married w/o Kids

Plan For Child’s Education

 

Cover against Liabilities

Explore Retirement Goals

Married, With Kids

Plan for Child's Marriage

 

Cover your Liabilities

Plan for your retirement

Independent, With Kids

Plan for Long Term Income

Consider Annuity

Nearing Retirement

MAXIMIZE YOUR WEALTH FOR A COMFORTABLE FUTURE

You have scaled new heights in your career and made a mark in society. Your kids have grown up and are ready to spread their wings. You're enjoying the lifestyle your younger self would have envied and it has taken a lot of struggle and hard work to be here. Now, with the ever-increasing inflation, resulting in an increased cost of living, maintaining the same lifestyle in the years to come would be difficult. But this is possible if you start planning now. At this stage, you would want to pay off your liabilities and build a corpus for yours and your children’s future.

Also, with increasing life expectancy, the major expense during your retirement would be the healthcare costs. So, it is essential that you start retirement planning today by investing in the right insurance plans.

LOOKING FOR INSURANCE PLANS TO SECURE YOUR CHILD'S FUTURE?

Here's some food for thought

Boost your wealth through market linked returns or bonuses

In addition to term life insurance plans, opt for market linked or traditional plans, as per your risk appetite, as this will give a boost to your savings.

Consider Liquidity

It helps when you have the option to make withdrawals/opt for loans, during the policy term to meet sudden expenses because you are sole breadwinner for your family.

Commit to a separate Retirement Plan

Post retirement, you will have to depend on your savings. Therefore, in addition to investing for your children’s future, now is the time to start increasing the investment towards your retirement corpus. You should ensure that your retirement corpus will remain untouched by sudden financial demands including healthcare cost.

Enjoy Tax benefits

You can enjoy tax benefits as per prevailing norms under the Income Tax Act, 1961

YOUR KEY FINANCIAL GOALS

Build a contingency fund

Start planning for retirement

Prepare for child's wedding

Paying off Your Debts

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Gourhati More (Near LIC office) Arambagh - 712601 (WB)

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