WAY2WEALTH WEALTH MAXIMISER

JAGDISHKUMAR C GANDHI (CFP-FS) & VARDHAMAN J GANDHI (CFP - FS)(MBA INSURANCE & FINANCIAL PLANNING ),MDRT(USA),CHAIRMEN CLUB MEMBER,CLUB GALAXY MEMBER,GOLD CLUB MEMBER IN HDFC ERGO GIC LTD

Mr. JagdishKumar C Gandhi & Vardhaman J Gandhi
MBA(Insurance & Financial planning), MDRT(USA), C.M Club Member(LIC),CLUB GALAXY MEMBER,GOLD CLUB MEMBER IN HDFC ERGO GIC LTD

Clearly, choosing a life insurance agent is a big deal, and rightfully so. When you sit down to begin your life insurance policy, you are beginning a life-long relationship with not only your agent, but the insurance company that will service your policy, as well as the carrier that holds your policy.

It becomes prudent to ensure that you have chosen well and have an agent that beholds these traits:

1. Knowledgeable 

A good agent will know the required basics of the industry. Every individual’s and each family’s lifestyle and financial picture is different. Therefore, a good agent needs to be knowledgeable enough to provide multiple solutions for individual and family goals. Does your agent see ‘both sides of the coin’, and not just the side that benefits their team the most? Does your agent provide an unbiased education of solutions for your particular needs? If not, then begin your search for a new one.

2. Open to Alternatives

First clue of a good agent, they listen to all of your “ideas” and or comparisons with an open mind. And they are open to potential alternatives. The ultimate goal of a superior agent should be that each policy holder receives the best possible plan and policy that puts the client’s objectives first.

3. Trustworthy

As aforementioned, working with a life insurance agent is more than simply purchasing a policy. You are initiating a lifelong confidant. Someone who will come to know about your family, financial situation, and potentially other personal information. Your agent must be someone you can trust with such delicate information. Someone that you can build a relationship with. Someone who will be understanding, knowledgeable, and trustworthy when you have life events that require changes or additional needs to your policy.

Mr. Jagdishkumar C Gandhi is a professional Financial Advisor Consultant associated with India's #1 Life Insurer i.e. LIC OF INDIA since 1986 having an experience of 38 years. The firm is now co-handled by his son Mr. Vardhaman J Gandhi an MBA, CFP by profession he values the importance of client servicing in the financial industry and is geared up to apply his management principles in reality.

Mr. Vardhaman J Gandhi is a 1st MBA (Insurance & Financial Planning) Degree Holder.

He has been achieving MDRT (USA) Crown for the 5 times, MDRT is USA based Highest International Recognition in Insurance Industry. In all over world less than 1% financial advisor are MDRT (USA).

He is awarded by LIC'S Chairmen Club Membership, many shields and trophies for excellent business production.

He is also an expert in dealing with health insurance claims. He is associated with India's leading general insurers THE NEW INDIA ASSURANCE CO. LTD. And STAR HEALTH & ALLIED INSURANCE CO.

Mr. Jagdish provides honorary services for settling fastest death claims across the India. Because of his prompt and trustworthy services to his esteemed clients, he is handling portfolio of 1000+ cliental families with servicing portfolio of 5000+ policies.