Personal Details

Financial Immunity Study 3.0

Result

First Name
City
Which age group do you belong to?
What is your annual income?
Gender
Number of Financial Dependents?
What is your occupation?
Do you have a Life Insurance?


Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


What are your reasons for not having a life insurance?



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


What is your financial objective at the moment? (Select 3 options)



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


What is the sum assured of your life insurance?



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


How much of your monthly budget do you allocate towards assets and investments, encompassing expenditures like EMI, rent, mortgage, or loans?



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


Which of the following Financial instruments are a part of your monthly savings/investments? (Select 3 options)




Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


In need of emergency funds which of the below are you willing to surrendered or discontinued first? (Select 2 options)



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


Is your present employer offering your Life Insurance cover?

How much insurance cover is your employer providing?



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


On the Scale of 1 to 5; 1 being the lowest and 5 being the highest - How would you rate your preparedness to handle uncertainities in life?



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


First Name
Last Name
Age
City
What number could we reach you on?
+91
How about an email id?
Code
Enter the code

I accept SBI Life's Privacy policy and by submitting my contact details here, I override my NCPR registration and authorise SBl Life and its authorised representatives to contact me and send information/communication relating to this proposal/or the resulting policy through SMS /Email /Phone /Letter /WhatsApp /any other electronic mode of communication to my registered email id/mobile number.



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG


50% of Indians strongly feel that Financial Immunity is about maintaining financial security and stability of the family to address any uncertainty related to life and health. Below is your financial immunity score.

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Thinking of getting a cozy home? Don't forget about insurance. It could actually end up saving you quite a bit of money in the long haul. Explore Saving Plan.

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Hey, entrepreneur-in-the-making! Starting a biz? Guess what? Insurance could be your sidekick. It's like a safety shield when you're chasing those business dreams! Explore Protection plan.

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Ever thought about having a safety cushion for your wallet? It's like having a safety net for unexpected money surprises – you'll be ready for anything! Explore Retirement Plan.

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If you have a little one or are planning to, You'd want to make sure there's enough money for their school adventures, right? Well, a child plan could be like a treasure chest of coins for that! Explore Child Plan.

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Did you know that insurance isn't just about protecting stuff? It can actually help you build up your wealth over time. Pretty cool, right? Explore Wealth Creation.

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When you're chasing your dreams and doing what you love, insurance can be your backup plan. It's like having a safety net for your passions. Explore Wealth Creation.

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Here are some valuable pointers for strategic financial planning:

  • Have adequate insurance coverage.

  • Revisit your insurance coverage: Life's circumstances are subject to change, and this includes your insurance requirements. Regularly review and update your insurance policies to ensure they align with your current needs.

  • Set aside finances for unexpected situations: While insurance plays a crucial role, it's equally prudent to maintain an emergency fund for unforeseen situations. Having a financial cushion can provide added security during unexpected times.



Disclaimer:
This is an indicative financial assessment based on your answers/inputs. You may contact your financial advisor/expert for a more detailed assessment.

FinImuty/Cr1/09/23/WEB/ENG