On this episode, Anupam chats with Manish Alagh, Head of Tied, Wealth, Insurance Manager & Direct Marketing Channels@KotakLifeInsuranceOfficial They explore the latest trends in the life insurance industry, discuss innovative products, and uncover effective retirement planning strategies. Learn about annuities, when to consider them, and how to build a strong financial foundation for a steady post-retirement income. Manish also shares his insights on the insurance vs. investment debate and clarifies taxation concerns related to insurance and mutual funds.
Tune in for a comprehensive guide to securing your financial future!
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0:00 Intro
1:13 Exciting New Trends in the Insurance Industry
3:25 How is the Insurance Industry Evolving?
4:48 Legacy Planning: What It Is & Why It Matters
7:46 Who Needs Legacy Planning? Find Out Here!
8:40 The Emotional & Financial Sides of Legacy Planning
14:00 Are Insurance Products Mis-sold or Truly Tailored?
19:20 Term Insurance: The Key to Protecting Your Family’s Legacy
21:08 "Viraasat" – Building Financial Security for Generations
23:29 How Much Life Insurance Do You Actually Need?
25:35 How Many Insurance Policies Should You Own?
27:41 Choosing the Right Tenure for Your Insurance Policy
31:40 Want a Smooth Claim Process? Do This!
33:50 Must-Read Books on Finance & Insurance