Please allow us to introduce ourselves as DREAMZUnlimited…Financial Services. We are associated with L.I.C of INDIA recommending retirement & other financial planning products for high net-worth clients.
We conduct FREE SEMINARS in various organizations to educate people on different aspects of financial planning. We kindly request you to provide us with an opportunity to organize a seminar to your employees on any of the topics of interest. We have attached a gist on the sample topic of our presentation for your reference.
Out list of topics include the following & may include other topics of interest too:
* 7 steps to financial freedom
* Beware of “MIS-SELLING” – pitfalls to avoid while planning your finances
* Planning for “tension-free” retirement?
* "Income Tax” planning – various sections & products available
* Understanding Mutual Fund investments
* Family Welfare Economics – concept of 4Cs & adequacy of insurance planning, etc
Looking forward to provide the BEST of our services to your employees …
Warm Regards,
V. LAKSHMINARAYANAN
DREAMZUnlimited...Financial Services
Member: Million Dollar Round Table (USA)
Member: Chairman's Club (L.I.C of INDIA)
Chief Life Insurance Advisor (L.I.C of INDIA)
A.F.P - Risk Analysis & Insurance Planning
A.F.P - Retirement Planning & Employee Benefits
A.F.P - Investment Planning
A.F.P - Tax Planning & Estate Planning
From India, Mumbai
We conduct FREE SEMINARS in various organizations to educate people on different aspects of financial planning. We kindly request you to provide us with an opportunity to organize a seminar to your employees on any of the topics of interest. We have attached a gist on the sample topic of our presentation for your reference.
Out list of topics include the following & may include other topics of interest too:
* 7 steps to financial freedom
* Beware of “MIS-SELLING” – pitfalls to avoid while planning your finances
* Planning for “tension-free” retirement?
* "Income Tax” planning – various sections & products available
* Understanding Mutual Fund investments
* Family Welfare Economics – concept of 4Cs & adequacy of insurance planning, etc
Looking forward to provide the BEST of our services to your employees …
Warm Regards,
V. LAKSHMINARAYANAN
DREAMZUnlimited...Financial Services
Member: Million Dollar Round Table (USA)
Member: Chairman's Club (L.I.C of INDIA)
Chief Life Insurance Advisor (L.I.C of INDIA)
A.F.P - Risk Analysis & Insurance Planning
A.F.P - Retirement Planning & Employee Benefits
A.F.P - Investment Planning
A.F.P - Tax Planning & Estate Planning
From India, Mumbai
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