Route to Insurance Planning


Filling up of the Insurance Planning questionnaire by the Client.
Approval of basic goals by Client. Signing of Engagement letter by Client.
Setting out of Basic draft of plan by PFS and its approval by Client.
Final plan delivered to Client
Optional implementation of plan at PFS





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Positive Financial Solutions, #1098, Sector 7, Panchkula, Haryana(INDIA)
Phone: 91-172-4621098 : 91-0-98155-76555