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DETAILS OF DEPENDANTS
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FINANCIAL NEEDS/GOALS
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Life protection
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Save for a specific goal
(E.g. car/home/international trip/your own startup etc.)
Retirement planning / Corpus creation
Protection for Illness related expenses
Wealth creation/Market linked returns
Regular Income / Money Back at important milestone
WHAT WOULD YOU NEED FROM A FINANCIAL SOLUTION?
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High returns with high risk
Moderate returns at moderate risk
Conservative returns at low risk
Guaranteed returns
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For How long do you want to Pay Premium
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Investment Horizon
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