Kotak Life Advisor Id Card Download ##BEST##
Janae Nowinski
Paytm - Premium payment has never been so simple. Now we are available on Paytm. Simply log in to the app>> search Insurance>>Select Insurance premium>>Search and select kotak life Insurance company limited>> Enter policy details>>make payment
Google pay - Premium payment has never been so simple. Now we are available on Google Pay. Simply log in to the app>> Search and select kotak life Insurance>> Enter policy details>>Link Account >>make payment
You can apply for Kotak Life Pension Plans by contacting one of their life advisors. You can either call on their toll free number or enter a few details online like your name, mobile number, city, whether you are a new or an existing customer and select the plan. It is important to choose a life advisor as they have the expertise in selecting the right plan for you according to the annuity payout you require. You will be given complete information by Kotak's life advisors regarding the premium payable, the policy details, and the annuity amount. The life advisor will calculate the right purchase price which will generate the required annuity specified by you after taking into consideration your other sources of income.
Once the advisor has the personal and financial details of the client, the next step is to find out the financial goals that the client has. Insurance policies are goal-oriented products. They can be used to fulfil the different financial goals that individuals have. For instance, if an individual wants financial security, term insurance and health insurance plans prove ideal. For child planning needs, child life insurance plans are the most suitable. So, until and unless the advisor finds out what the client exactly wants, the right insurance product cannot be sold.