Health Insurance
Health insurance provides coverage to the policyholders to help manage their medical expenses during different medical emergencies such as surgical
expenses, pre/post-hospitalization expenses, medicines etc.
A Financial Galaxy advisor offers health insurance to those who want to take care of medical expenses without any financial trouble.
Information
- Nominee name
- DOB of nominee
- Insured’s relation with nominee
- Height
- Weight
- Educational qualifications
- Medical history
- Family medical history
- Smoking (yes/no
- Drinking (yes/no)
KYC
- Aadhar card
- PAN card
- Proof of age
- Address proof
- ID proof
Banking
- Cancelled cheque
- Existing Diseases (if any)
- Medical reports
- Prescriptions
Portability
All previous year policies (maximum 4 years)
We Discuss of Life Insurance: What is LI : Life Insurance
Life insurance is purchased to build financial security for family after insured’s death.
As a MD Financial Services advisor, you can provide life insurance to individuals.
Information Required at time of Insurance Policy Takes.
- Mother’s name
- Place of birth
- Marital status
- Educational qualifications
- Designation
- Annual income
- Name of company
- Address of office
- Nominee name
- DOB of nominee
- Insured’s relation with nominee
- Height
- Weight
- Existing insurance cover
- Medical history
- Family medical history
- Smoking (yes/no)
- Drinking (yes/no)
KYC
- Aadhar card
- PAN card
- Passport
- Driving license
- Passport size photograph
Proof of Age
- Birth certificate
- Any other age proof
Address Proof
- Aadhar card
- Passport
- Utility bill
- Rental agreement
Income Proof
- Last 3 month’s salary slips
- Last 6 month’s bank statement
- ITR for last 3 years
- Form 16
Existing Disease (if any)
- Medical reports and Prescriptions
Existing Policy
- Policy documents
Easy to Live and Enjoy with Family “One Family, Healthy Family“
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- Insurance is ImportanceHealth Insurance Health insurance provides coverage to the policyholders to help manage their medical expenses during different medical emergencies such as surgicalexpenses, pre/post-hospitalization expenses, medicines etc. A Financial Galaxy advisor offers health insurance to those who want to take care of medical expenses without any financial trouble. Information Nominee name DOB of nominee Insured’s relation …
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