If you own a life insurance policy or if you’ve been on the market for one lately, then you’ve probably heard of the ‘new regulations.’ I’ve come across many questions around these new regulations, the most persistent being: ‘What does this mean for my Life Insurance policy?’ So, here’s as complete an answer to that question as possible, without drowning…
The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship
Are you an American expat in the UAE looking to purchase Life Insurance? IRS classes certain policies as PFICs or Passive Financial Investment Companies. This complicates things and has serious consequences if not reported back home. Here are my quick tips on how you can invest in a Life Insurance policy safely.
Amongst the many uses of Life Insurance, one of the most important is its use in protecting and safeguarding your business against the worst. Read how a well-structured Partnership Insurance policy can help your business survive the loss of a partner.
My mentors taught me the most essential lessons to fuel my growth and success as a professional. Here is how and why I strive to pay it forward, and you should, too.
Dividing your estate and distributing it fairly amongst the surviving members of a blended or a stepfamily can be a challenging task. Done improperly, it can cause family conflict, mismanagement of your assets and more. Read about the Shivdasani’s challenge around this.