Please allow us to introduce ourselves as DREAMZUnlimited…Financial Services. We are associated with L.I.C of INDIA recommending retirement & other financial planning products for high net-worth clients.

We conduct FREE SEMINARS in various organizations to educate people on different aspects of financial planning. We kindly request you to provide us with an opportunity to organize a seminar to your employees on any of the topics of interest. We have attached a gist on the sample topic of our presentation for your reference.

Out list of topics include the following & may include other topics of interest too:

* 7 steps to financial freedom

* Beware of “MIS-SELLING” – pitfalls to avoid while planning your finances

* Planning for “tension-free” retirement?

* "Income Tax” planning – various sections & products available

* Understanding Mutual Fund investments

* Family Welfare Economics – concept of 4Cs & adequacy of insurance planning, etc

Looking forward to provide the BEST of our services to your employees …

Warm Regards,


DREAMZUnlimited...Financial Services

Member: Million Dollar Round Table (USA)

Member: Chairman's Club (L.I.C of INDIA)

Chief Life Insurance Advisor (L.I.C of INDIA)

A.F.P - Risk Analysis & Insurance Planning

A.F.P - Retirement Planning & Employee Benefits

A.F.P - Investment Planning

A.F.P - Tax Planning & Estate Planning

From India, Mumbai

Attached Files
File Type: docx 7-steps-one-pager.docx (236.0 KB, 65 views)

If you are knowledgeable about any fact, resource or experience related to this topic - please add your views using the reply box below. For articles and copyrighted material please only cite the original source link. Each contribution will make this page a resource useful for everyone.

Please Login To Add Reply

About Us Advertise Contact Us
Privacy Policy Disclaimer Terms Of Service

All rights reserved @ 2021 Cite.Co™

All Material Copyright And Trademarks Posted Held By Respective Owners.
Panel Selection For Threads Are Automated - Members Notified Via CiteMailer Server