10 most important things you should do before signing the proposal form ???en.user.selcrs???
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CUSTOMER EDUCATION
Home > Customer Education > 10 most important things

Customer Education

 
    1 Anaylse and ensure that the plan meets your Insurance Needs and Long Term Financial Goals.
    2 Check the plan type. Is it Market Linked or Traditional ?
   3 Understand the risk factors, terms and conditions of the plan. Read the sales brochure carefully.
    4 Check whether it is a Single or Regular Premium Plan.
    5 Confirm the Premium Amount and the Premium Payment Term.
    6 Check the Benefit Illustration.
    7 Confirm the tenure of the plan. Make sure it is appropriate.
    8 Understand the benefits available under the plan – before and at Maturity.
    9 Check the Lock-in period and applicable surrender charges.
   10 Provide true and complete information in the proposal form.
 
 
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