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Curious about the insights of some of the world's top Mutual Fund & Insurance Advisors? Let's delve into their thoughts and strategies in "मन की बात"! Visit us on: www.bitv.co.in #FinancialWisdom #InvestmentGurus #ExpertAdvice #FinanceTips #WealthManagement #FinancialPlanning #InvestmentAdvice #InsuranceInsights #MutualFunds #FinancialFreedom #SmartInvesting

Segregated Funds blend the best of both worlds: the growth potential of mutual funds with the added security of an insurance wrapper. It's a smart choice for balanced investors. #BalancedInvesting #SegregatedFunds

Segregated Funds blend the best of both worlds: the growth potential of mutual funds with the added security of an insurance wrapper. It's a smart choice for balanced investors. #BalancedInvesting #SegregatedFunds

In a FundFire story just out, Clearwater’s Global Head of Alternative Investments Jonathan Flitt weighs in on private fund managers’ latest push into new markets overseas to acquire blocks of insurance business. According to Flitt, “The international market could quickly become competitive among U.S. private fund managers that want access to insurers’ long-term capital.” Read the entire story here: https://lnkd.in/gKHa2aiT #alternativeassets #insurance #investmentmanagement

Did you know insurance can fund a buy-sell clause in a shareholders' agreement? Here are three compelling reasons why it plays a pivotal role:

Are you confused about State Fund's new pricing model? We can help. State Compensation Insurance Fund filed a brand new pricing model for Workers' Compensation policies effective March 15, 2024. This will have an impact on every policy that renews in 2024 and beyond.   Watch this video to learn how to estimate premium for your clients under State Fund's new rules.

Wonder what these insurance products are? Here is a statement from industry insider on likely product range after Allianz (German insurer) becoming majority shareholder in Income. I accept Income Insurance carries certain types of savings plans which consumes relatively high level of capital to underwrite. These products normally carry guarantees and are often opaque or complicated. These products tend to serve the needs of distributors (highest commissions) rather than the needs of customers. In this segment, customers are better served by mutual funds or ETFs. https://lnkd.in/gyT9TbbA

Join us at September Dine & Discuss: Three Emotional Pitfalls in Long-Term Equity Investing! We can't wait to see you there! https://lnkd.in/gizQJuvR

We're getting a great response for September Dine & Discuss: Three Emotional Pitfalls in Long-Term Equity Investing. If you haven't registered yet, now's the time. https://lnkd.in/gmRxjQqk

It's almost time for October Dine & Discuss: Three Emotional Pitfalls in Long-Term Equity Investing! There's still time to register if you want to join us. https://lnkd.in/gJMaQBFx