Planning

Insurance Planning

Welcon also conduct risk assessment & audit of the insurance portfolio of individual & corporate. This process not only includes the assessment of the premium against the risk covers but also restructuring of your total insurance portfolio and makes them rightly sized according to the insured's need & affordability, but also to implement it as per the plan. We strictly follow the following parameters according to the risk assessment and financial goals,

  • Protect your income stream in the event of disability
  • Provide for your family in the event of a premature death
  • Guaranteed income
  • Protect your business
  • Protect the value of your Estate
  • Prepare for a potential Long Term Care need
  • Protect the Liability