About Shivakumar

Insurance and Investments

Call Shivakumar A –  9886568000

 

Being in the insurance industry for more than 18 years, I completed around 3200 life insurance policies and more than 400 health insurance plans, and secured thousands of lives in India and abroad.

We are a one-stop shop for life insurance, health insurance, investments like mutual funds, demat accounts, shares, bonds, commodities, and company fixed deposits, pension transfer to India from UK and other countries under one roof. 

 

National Health Service (NHS), United Kingdom

The National Health Service (NHS) is the umbrella term for the publicly-funded healthcare systems of the United Kingdom. NHS, UK manages pension fund for all staff members by deducting some funds as per the nature of the work every month from salary. There are thousands of Indian doctors working in NHS, UK. On retirement or leaving the job, the NHS, UK, would not pay the staff.

They would transfer the accumulated funds to a Pension Scheme only. In those days, LIC of India had a guaranteed pension plan called LIC Jeevan Akshay, which was approved by the NHS, UK, to transfer pensions. I got a chance to help more than 20 doctors and other health staff transfer their hard-earned money to LIC Jeevan Akshay and get an immediate pension for life.

About Shivakumar, – Why us for financial services

Over email and Skype, helped Indian Doctors working for the National Health Service ( NHS ), United Kingdom and Scotland transfer their Pension funds accumulated with NHS, the UK to India.

Helping the proposers buy Insurance plans according to their needs and budget. Clients include major companies like Microsoft, Yahoo, Google, Cisco, Accenture, HP, Wipro, Infosys, Cisco, Vee Technologies, Cognizant, Manipal Hospitals, Ramco Cements, etc.

 

 

Selling Insurance is not a big thing, but after-sales services for Life Insurance are very much required. Thousands of Insurance Advisors join the Insurance Industry and leave every year. Many people join the Insurance Industry as part-time Advisors and leave when they get a good job.

Insurance proposers should consider performance, consistency, and availability before choosing an insurance advisor. The insurance policy lapsation is very high due to non-service by the insurance advisor. Sometimes the Policyholder may not remember the premium paying date and the policy may lapse.


About Shivakumar: Recognition, Membership since 2007 :

  • Member Million Dollar Round Table ( MDRT ) US for Financial Professionals around the world from 2010, 2011, 2012, 2013, 2014, 2015, 2016, and 2017.
  • Qualifying for MDRT membership from 2010 onwards
  • I attended the Million Dollar Round Table (MDRT) Annual meet in Philadelphia, the US in the year 2013.
  • Member Court of Table in the year 2018,
  • Qualified for MDRT membership for the years 2019, 2020 & 2021.
  • Member of LIC Galaxy Club for Agents since 2015.

 

For the best Financial product advice and services,

call us at 9886568000