Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.
How to Ensure you Minimize your Client’s Claim Rejection?
Dinesh Jain
March 12, 2019
Reading Time: 5 minutes We all know, that the Jan Feb March months for the Indian Financial Market is a key. While insurance businesses are picked up to meet targets or to save taxes, as Financial Advisors it is our duty to guide the investors well on the entire process of buying insurance. A small mistake in the excitement of gaining business can lead to bigger problems in the future. Read this article nicely penned by Mr. Dinesh Jain, to understand the entire process of buying insurance with proper due diligence to ensure happy clients with lesser claim rejection.
Read More6 Types of Financial Advisors – Be the Sixth Type !
Dinesh Jain
March 19, 2014
Reading Time: 3 minutes We as advisors have different experience, skill set and attributes. So is there a way we can generalize? Here is an attempt to categorize financial advisors
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