iDENTITY
As a Life Advisor, you can earn from home and ensure your family's financial stability while empowering other families through proper investment routes.
CALL 98493 48690
iDENTITY
Which savings strategy is ideal for my child? Is a query you ought to try responding to as soon as you can. The finest savings plans will include incentives and boosts to reward early investors.
Know Your Life Advisor
What we do at Kotak Life as a Life Advisor
As an insurance advisor I provide financial advice to clients on retirement planning, investing, and protecting against risks. I do financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.
Why you need a Life Advisor
A new couple, Raju and Rani, were discussing their plans for the future. The subject of life insurance was brought up during the conversation. After deciding to purchase a life insurance policy, they began searching for advisors. Although they had done extensive research and went around in circles, they could not find the right insurance plan. Their neighbours Rama and Rakesh advised them to hire an insurance agent who could explain everything to them in simple terms. Following the appointment of an insurance agent, they were able to find the policy that best meet their needs. In order to benefit from insurance, you must understand its technical principles. Additionally, insurance cannot be purchased in shops or stores; instead, insurance advisors are needed. People can choose a suitable plan thanks to the intricate details of insurance policies. The most significant and well-liked method of distributing insurance policies is through insurance advisors. My R.Manjunath , aged 59yrs , an Engineering Graduate ,( Individual, Life & Financial Advisor, My code ) after working 30 yrs in Government Department is helping people to plan their secured future for them and their family , through financial advice. I work for Kotak Life Insurance company as a Life Advisor. I advise people how and why to buy Kotak Life insurances or Health Insurance, make investments and savings. Kotak Mahindra Life Insurance Company Ltd. is one of the fastest growing insurance companies in India, covering over 34.8 million lives nationwide (as on 31 st December 2021). Vision To become India's best life insurance company Mission To bring assurance to people's lives Our Core Purpose: To deliver VALUE to our Customers through Protection & Long-term savings (PALTS) Kotak has many plans to suit every individual
Get Insurance For Better Future
Pension Insurance
Travel Insurance
The primary need is buying financial security for your family. It helps in planning for protection and long-term savings to meet various financial needs at different stages of life. Other aspects that insurance helps fulfil are:
Life Insurance premiums paid up to Rs. 1,00,000 per annum get a deduction (subject to conditions specified) under section 80C.
Premiums paid towards pension policies get a 100% tax rebate under section 80CCC up to Rs. 10,000 per year. (Available with Kotak Retirement Income Plan only)
Most insurance plans available today have an in-built savings element. Plans like the Kotak Endowment Plan, Kotak Money Back Plan, Kotak Child Advantage Plan, Kotak Preferred Retirement Plans, etc allow you to meet your dual financial goals of life cover and savings for the future.
Most insurance plans available today have an in-built savings element. Plans like the Kotak Endowment Plan, Kotak Money Back Plan, Kotak Child Advantage Plan, Kotak Preferred Retirement Plans, etc allow you to meet your dual financial goals of life cover and savings for the future.
You may avail of a loan from the insurance company against certain plans. Your policy could also be pledged as a collateral to raise funds from banks and other financial institutions. In case of your unfortunate death, the loans may be repaid from the proceeds of the life insurance policy.
You may avail of a loan from the insurance company against certain plans. Your policy could also be pledged as a collateral to raise funds from banks and other financial institutions. In case of your unfortunate death, the loans may be repaid from the proceeds of the life insurance policy.
Insurance promotes compulsory savings with regular premium payments and helps build up a corpus of funds along with financial security for the dependants in case of premature death.
Insurance promotes compulsory savings with regular premium payments and helps build up a corpus of funds along with financial security for the dependants in case of premature death.
Hospitalisation costs and quality healthcare is becoming increasingly expensive. Without insurance, you can actually face a situation where you have withdrawn all your money and borrowed to pay the medical bills. This can be provided with our Critical Illness Benefit. Insurance offers you the option of covering yourself towards any critical illnesses that can become extremely costly. Choosing this facility pays you a lump sum upon diagnosis of certain diseases like cancer, kidney failure, heart attack, stroke, coronary bypass, vital organ transplants, Alzheimer’s disease, paralysis, etc.
Rise and redefine yourself as a Kotak Life Advisor in just 6 steps.
step1
Submit your documents to the Branch Manager at any KLI Branch
STEP2
Fill the form and pay fees of Rs. 1100 towards registration and exam
STEP3
Undergo training for pre-recruitment life insurance agent examination
STEP4
Appear for pre-recruitment life insurance agent examination
STEP5
Attend Life Advisor induction program
STEP6
Appointment as a KLI Life Advisor
Image heading