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HDFC Life Insurance Needs Assessment

The document is a Life Insurance Customer Need Assessment for Satendra Mishra, who is seeking insurance primarily for protection and long-term savings. He has chosen a conservative investment risk profile and selected the HDFC Life Click 2 Achieve product after evaluating similar options. The document also mentions other recommended products from HDFC Life Insurance Company Limited.

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DILNAWAZ AHMAD
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87 views1 page

HDFC Life Insurance Needs Assessment

The document is a Life Insurance Customer Need Assessment for Satendra Mishra, who is seeking insurance primarily for protection and long-term savings. He has chosen a conservative investment risk profile and selected the HDFC Life Click 2 Achieve product after evaluating similar options. The document also mentions other recommended products from HDFC Life Insurance Company Limited.

Uploaded by

DILNAWAZ AHMAD
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Life Insurance Customer Need Assessment

Customer ID: 53691982 Account no. : 50100031110926


CUSTOMER PROFILER

Proposer Name: Satendra Mishra Email:


Mobile No.: 8521218878 Gender: Male
Proposer Date of Birth: 01/01/1970 Life Assured Age: 55
Proposer Occupation: Spouse's Occupation:
Marital Status: Married Number of Children: 2
Life Assured Relationship Life Assured PAN No.: BESPM2261J
with Proposer/Payor: Proposer PAN No.: BESPM2261J
Proposer Annual Income: 700000 Life Assured Name: Satendra Mishra
Payor Age: 55 Life Assured Gender: Male
Is Payor & Proposer same (Y/N): Yes Life Assured Date of Birth: 01/01/1970
*(Only for senior citizen scenario) Life Assured Occupation:

Objective for Buying Insurance: Protection with Long term savings

Investment Risk Profile chosen by you is Conservative


a) I do not want to risk interest or principal (Conservative).
b) I will only be comfortable with small degrees of risk (i.e to income, but not to capital) ( Moderate).
c) I am comfortable accepting the risk that the value of my investment could decline from time to time and
I am willing to put my principal at risk by investing in volatile investments(Aggressive).

Kindly Note:
If your risk profile is conservative, we do not recommend Equity investments in ULIP.
Please always refer toproduct brochure and benefit illustration for a complete understanding of product features and
risk on investment

Investment horizon chosen by you:

NEEDS ANALYSIS FOR CURRENT INSURANCE POLICY

The product selected after need analysis is HDFC Life Click 2 Achieve offered by HDFC Life Insurance Company Limited
I confirm that the purchase of HDFC Life Click 2 Achieve is done after understanding all similar products available with Bank as per my
requirement.
HDFC Bank Limited("HDFC Bank") is registered with Insurance Regulatory & Development Authority of India (IRDAI) as a corporate Agent
(Composite), IRDAI Registration No. CA0010 for distribution of Insurance Products. HDFC bank currently has arrangements with HDFC Life
Insurance Company Limited, Tata AIA Life Insurance Products and Aditya Birla Sun Life Insurance Company Limited for the distribution of
Life insurance products.

Other Recommended Products by:HDFC Life Insurance Company Limited

HDFC Life Guaranteed Wealth Plus, HDFC Life Sanchay Plus, HDFC Life Saral Jeevan

Customer Name:Satendra Mishra


Customer Signature :
Life Assured Signature if different from Proposer/Payer :

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