Questions Checklist before you talk to Life Insurance insurance agent ?

POSTED BY actuallyamit ON April 11, 2014 1:47 pm ONE COMMENT

Hello Dear Members,

I must congratulate and thank you for providing such a meaningful and information platform to us all where we can get our queries clarified by seniors. Please keep doing service to humanity like this. We all wish your success and peace in life.

I was wondering if you could also help me in clarifying my confusion.

About me :

Age 32 years.

Socially Smoker and Drinker.

Married.

Single earner.

No kids(not even planning)

Working in an IT firm(Bangalore).

Annual Income : 17 LPA

PPF investment 1 lac per year(accumulated 7 lacs by now)

NSC investment around 1.5 lac

Savings in account around 3 lacs

I have a home loan(HDFC Ltd) of 24 Lac.

Now my questions :

1). If I get in discussion with some call center agent of any insurance company, what are those tricky questions I should ask to get all the important information extracted from them. Any sort of checklist you know.

At last I would thank you in advance for answering my queries and god bless you.

Amit Saxena

One reply on this article “Questions Checklist before you talk to Life Insurance insurance agent ?”

  1. ashalanshu says:

    Dear Amit, do you want to ask for insurance thing only or want a detailed financial planning?

    Thanks

    Ashal

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