☕HNI Tea Talks— with Abhijit Bhave —
Programmes · Pillar 2 - Product & Technical Depth

Insurance Solutions - Protection, Not Policies

Insurance as a wealth conversation - term, HNI life, health, key-man, estate and succession.

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Who it is for

Wealth RMs and team heads who want to bring protection into the wealth conversation.

What your team will be able to do
  • Position insurance as protection of wealth, not a product sale
  • Cover term, HNI life, health and key-man needs
  • Open estate and succession conversations with confidence
  • Integrate protection into the client's overall wealth plan

Format

  • Half-day workshop, in-person
  • Recommended batch: 25-40 participants
  • Tailored to your products, client segments and compliance guardrails
  • Every session is designed and delivered personally by Abhijit Bhave
  • Video reinforcement: Season 4 - Insurance Solutions →

Enquire about this programme

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