1:1 Insurance Awareness & Fundamentals (60 Mins)

Insurance is the most misunderstood part of personal finance. Most people are either under-insured or stuck with "investment-cum-insurance" plans that give poor returns and low cover.

In this 60-minute deep dive, we strip away the marketing fluff. I will help you understand exactly how much cover you need and what clauses you must look for in Term, Health, and Life insurance. This is about buying peace of mind with cold, hard logic.

What We’ll Cover

• Term Insurance: How to calculate your "Human Life Value" so your family is truly safe.
• Health Insurance: Understanding the "fine print"—room rent limits, co-payments, and waiting periods.
• The "Exit" Strategy: Deciding what to do with low-yielding LIC or ULIP policies you already own.
• Rider Logic: Which add-ons (like Critical Illness or Accident cover) are actually worth your money.
• Claim-Proofing: How to declare details correctly so your family doesn't face claim rejection later.

Post-Session Support

After our call, I will share a checklist of the must-have features for any insurance policy we discussed so you can compare plans with total confidence.

Important Compliance Note

I am not a SEBI-registered adviser. I have been working with multiple Insurance companies for the past 5 years and have serviced multiple clients based on their requirements. This is a purely educational session to help you understand insurance products and make your own informed decisions.