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 …
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
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