Endowment Insurance Plans
benefits with the tax exemption it brings. You can claim the tax exemption under Section 80C for the premium paid, and the sum assured received is tax-free under Section 10 (10D). Hence, it is a win-win situation. Also, Endowment Insurance pays the face value to the insured either at the end of the contract period or upon the insured’s unfortunate demise. This is a contrast to other life insurance, which compensates the face value only in the event of the insured’s unforeseen death.
Blog & Articles upon the "RETIREMENT".
FINANCIAL FREEDOM
Meeting your obligations without relying on a paycheck. Having sufficient enough balance income to cover your living expenses. It is not about being rich and
LIFESTYLE PLANNING
Creating a lifestyle map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance
BUSINESS TRANSITION PLANNING
Business transition planning is a business strategy. It is all about creating, harvesting, and preserving the value of the business during a successful transition. Every
DEBT FREE
When you have no debt, your credit score and other indicators of financial health, such as debt-to-income ratio (DTI), tend to be very good. This
Estate
An estate comprises all of an individual’s assets, including investments, land, cash, and possessions. Estate planning is the process and management of how assets will