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"Developing
your career is like
making a building. How
tall you can grow depends
on how strong is your
foundation.” |
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As
a new agent, you are keen to plunge
into the insurance business with a single
minded objective i.e. “To
become highly successful !”
Remember, you will have to invest your
time and energies to build a strong
foundation; so that nothing can stop
you in the future !
"Plan
Guide" is the perfect product to
help you in this task ! |
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| Step-by-Step
Plan Calculations explained |
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Includes
built-in premium, maturity and
risk cover calculators ! |
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Detailed
calculations of important elements
of each plan are explained in
a step-by step manner, thus allowing
you to truly understand the process
behind the premium calculation,
maturity calculations, and Risk
Cover Calculations. |
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Understanding
the method of calculating the
various important values goes
a long way in ensuring thorough
understanding of the Plan itself. |
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Plan
Features |
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The
important features of each plan, are provided
in an easy to understand manner. |
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The
features include details of the plan benefits,
risk cover details, maturity benefit details,
riders available for the plan etc. |
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Glossary
of important insurance terms |
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Important
terms related to insurance are listed along
with their meaning and explanations. |
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Gives
you a thorough understanding of the world of
financial consulting, which is very critical
to your success as an insurance consultant. |
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Single
Plan Presentations |
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Allows
you to create single plan presentations, including
the pictorial benefit views. |
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You
can print the presentation or save it to a computer
file for the client. You can also print a more
detailed version of the presentation for your
own study ! |
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Provides
the client a clear understanding of the plan
benefits, in a manner that will help you to
sell the plan much more easily. |
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Pictorial
View of Plan Benefits |
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A
time line picture if shown for each plan, and
the various milestones such as end of premium
payment, maturity benefits, survival benefits,
start of risk cover etc. are shown along this
timeline. |
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The
pictorial view makes understanding of the plan
benefits very easy and interesting. |
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“What
if ?” scenarios provided for special plans
to show pictorially what happens on events such
as death of proposer, joint life partner etc. |
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Special
plan features also shown along with the timeline
view. |
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Underwriting
Details |
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The
basic underwriting details for each plan with
respect to medical requirements, policy backdating,
age proof requirements, class of life, proposal
form requirement etc. provided. |
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Easy
to Use ! |
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Even
first time computer users can easily use it
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All
information is accessible by simply clicking
on graphical images. |
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There
are no complicated menu structures making
the product very easy to use. |
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Runs
directly off the CD ! |
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Program
starts automatically after inserting the CD
in the drive. |
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No
installation required on any computer ! |
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Use
it anytime, anywhere ! |
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RetailNet India Pvt. Ltd. All rights reserved. |
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