{"id":23912,"date":"2022-11-14T12:50:54","date_gmt":"2022-11-14T07:20:54","guid":{"rendered":"https:\/\/accenture.wealthhackers.in\/?post_type=product&p=23912"},"modified":"2025-12-16T20:48:30","modified_gmt":"2025-12-16T15:18:30","slug":"year-end-financial-review-2025-preparation","status":"publish","type":"product","link":"https:\/\/accenture.wealthhackers.in\/index.php\/product\/year-end-financial-review-2025-preparation\/","title":{"rendered":"Year-End Financial Review & 2026 preparation"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”12px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_breadcrumb _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_breadcrumb][et_pb_wc_cart_notice _builder_version=”4.16″ custom_margin=”0em|0em|-5em|0em|false|false” global_colors_info=”{}”][\/et_pb_wc_cart_notice][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” custom_padding=”88px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_images _builder_version=”4.20.2″ global_colors_info=”{}”][\/et_pb_wc_images][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_title _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_title][et_pb_text _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}” locked=”on”]<\/p>\n

Comprehensive analysis of your 2025 finances and strategic planning for optimal financial outcomes in 2026<\/h4>\n

[\/et_pb_text][et_pb_wc_rating _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_rating][et_pb_wc_price product=”23912″ _builder_version=”4.20.2″ global_colors_info=”{}”][\/et_pb_wc_price][et_pb_wc_description _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_description][et_pb_wc_meta _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_meta][et_pb_wc_add_to_cart _builder_version=”4.19.0″ custom_button=”on” button_text_color=”#0C71C3″ button_bg_color=”#FFFFFF” global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22button_bg_color__hover%22%93}” button_text_color__hover_enabled=”on|hover” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(29,119,193,0.94)” button_bg_enable_color__hover=”on” button_text_color__hover=”#FFFFFF”][\/et_pb_wc_add_to_cart][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”28px||3px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.0″ _module_preset=”default” background_enable_color=”off” width=”100%” max_width=”1200px” custom_padding=”22px||42px|||” global_colors_info=”{%22gcid-c3310f73-d6ad-4fbd-8826-08feacadce62%22:%91%22background_color%22%93}”][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.0″ _module_preset=”default” header_font=”Poppins||||||||” header_text_align=”center” header_font_size=”45px” header_letter_spacing=”3px” header_line_height=”1.2em” header_2_text_align=”center” header_2_font_size=”25px” header_2_line_height=”1.3em” custom_margin=”||15px|||” custom_padding=”||11px|||” global_colors_info=”{}”]<\/p>\n

Every situation is different so <\/span><\/h2>\n

\u201cone size doesn\u2019t fit all<\/strong>\u201d<\/span><\/span><\/h2>\n

<\/span><\/span><\/p>\n

<\/span><\/span><\/p>\n

There may be additional considerations and\/or discussions that should occur. Now is a very good time to meet with our financial advisors for year-end review.
<\/span><\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.0″ _module_preset=”default” text_font=”||||||||” text_text_color=”#FFFFFF” text_font_size=”20px” text_letter_spacing=”1px” header_text_align=”center” text_orientation=”center” custom_margin=”4px|||6px|false|false” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

\u2714 Financial goals and objectives<\/span><\/strong><\/span><\/p>\n

\u2714 Current financial situation analysis using\u00a0 \u00a0 \u00a0 \u00a0\u201cFinancial X-ray tool\u201d<\/span><\/strong><\/span><\/p>\n

\u2714 Estate net worth and liquidity<\/span><\/strong><\/span><\/p>\n

\u2714 Saving ratios, Financial Asset ratio, and Emergency Fund adequacy.<\/span><\/strong><\/span><\/p>\n

\u2714 Concerns around elevated market levels and inflation risks<\/span><\/strong><\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ prev_background_color=”#ffffff” _builder_version=”4.19.0″ _module_preset=”default” background_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ max_width=”100%” custom_padding=”17px||50px|||” top_divider_style=”triangle” top_divider_flip=”vertical” global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22background_color%22%93}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”127px||18px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” header_font=”Poppins||||||||” header_text_align=”center” header_font_size=”45px” header_letter_spacing=”1px” header_line_height=”1.1em” custom_margin=”||15px|||” global_colors_info=”{}”]<\/p>\n

How can this help you ?<\/span><\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.19.0″ _module_preset=”default” text_font=”Poppins||||||||” text_text_color=”#FFFFFF” text_font_size=”18px” text_letter_spacing=”1px” text_line_height=”1.8em” header_text_align=”center” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Before the year ends, take some time to review your financial health. This service would be to address whatever is on your mind including many of the following:<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.0″ background_color=”#FFFFFF” width=”100%” max_width=”1220px” module_alignment=”center” custom_margin=”15px|auto||auto||” custom_padding=”33px|||||” border_radii=”on|35px|35px|35px|35px” box_shadow_style=”preset1″ box_shadow_color=”#D6D6D6″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Create Personal Financial Inventory” image_icon_width=”78px” content_max_width=”564px” _builder_version=”4.19.0″ _module_preset=”default” header_font=”Poppins|700|||||||” header_text_align=”center” header_text_color=”#000000″ header_font_size=”28px” header_letter_spacing=”2px” header_line_height=”1.7em” body_font=”|600|||||||” body_text_align=”center” body_text_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ body_font_size=”17px” body_letter_spacing=”1px” background_color=”#FFFFFF” text_orientation=”center” width=”100%” module_alignment=”center” height=”380px” custom_margin=”||||false|false” custom_padding=”20px|50px|20px|50px|true|true” global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22body_text_color%22%93}”]<\/p>\n

 <\/p>\n

Your personal financial inventory is important because it gives you a snapshot of the health of your bottom line. This annual Financial-check includes: saving ratio, financial assets ratio, Emergency Fund Adequacy, Debt Servicing ratio, Leverage Ratio, passive Income percentage, Bad debt percentage, and Actual net worth versus Ideal net worth, etc.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/03\/960×0.jpg” title_text=”960×0″ _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”|64px||||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.0″ background_color=”#FFFFFF” width=”100%” max_width=”1220px” module_alignment=”center” custom_margin=”15px|auto||auto||” custom_padding=”17px||0px|||” border_radii=”on|35px|35px|35px|35px” box_shadow_style=”preset1″ box_shadow_color=”#D6D6D6″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/03\/960×0.jpg” title_text=”960×0″ _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”|64px||35px||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Set Financial Goals” image_icon_width=”78px” content_max_width=”564px” _builder_version=”4.19.0″ _module_preset=”default” header_font=”Poppins|700|||||||” header_text_align=”center” header_text_color=”#000000″ header_font_size=”28px” header_letter_spacing=”2px” header_line_height=”1.7em” body_font=”|600|||||||” body_text_align=”center” body_text_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ body_font_size=”17px” body_letter_spacing=”1px” background_color=”#FFFFFF” text_orientation=”center” width=”100%” module_alignment=”center” height=”380px” custom_margin=”|||-25px|false|false” custom_padding=”20px|50px|20px|50px|true|true” global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22body_text_color%22%93}”]<\/p>\n

Once you have a personal financial inventory completed, you can move on to setting goals for the remainder of the year, or even for the next 12 months. Your goals will be short-term, mid-term and long-term.<\/p>\n

    \n
  • Short-goals include establishing budget, create emergency fund, and pay off credit cards.<\/li>\n
  • Mid-term goals include adequate life, critical, and disability protection.<\/li>\n
  • Long term goals include calculation of retirement corpus for comfortable retirement.<\/li>\n<\/ul>\n

    [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.0″ background_color=”#FFFFFF” width=”100%” max_width=”1220px” module_alignment=”center” custom_margin=”15px|auto||auto||” custom_padding=”22px||2px|||” border_radii=”on|35px|35px|35px|35px” box_shadow_style=”preset1″ box_shadow_color=”#D6D6D6″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Rebalance Your Portfolio and tax minimization strategies” image_icon_width=”78px” content_max_width=”564px” _builder_version=”4.19.0″ _module_preset=”default” header_font=”Poppins|700|||||||” header_text_align=”center” header_text_color=”#000000″ header_font_size=”28px” header_letter_spacing=”1px” header_line_height=”1.7em” body_font=”|600|||||||” body_text_align=”center” body_text_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ body_font_size=”17px” body_letter_spacing=”1px” background_color=”#FFFFFF” text_orientation=”center” width=”100%” module_alignment=”center” height=”380px” custom_margin=”||||false|false” custom_padding=”50px|60px|50px|60px|true|true” global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22body_text_color%22%93}”]<\/p>\n

     <\/p>\n

    These include review of your current mutual fund and rebalance the funds in your portfolio to ensure higher return and tax minimization strategies including tax harvesting.<\/p>\n

    [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/03\/960×0.jpg” title_text=”960×0″ _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”|64px||||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”process” _builder_version=”4.19.0″ _module_preset=”default” background_color=”#eaecf4″ custom_margin=”5px|||||” custom_padding=”17px||28px|||” top_divider_color=”gcid-c3310f73-d6ad-4fbd-8826-08feacadce62″ global_colors_info=”{%22gcid-c3310f73-d6ad-4fbd-8826-08feacadce62%22:%91%22top_divider_color%22%93}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”49px||18px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” header_font=”Poppins||||||||” header_text_align=”center” header_font_size=”45px” header_letter_spacing=”1px” header_line_height=”1.1em” global_colors_info=”{}”]<\/p>\n

    Our Process – 6 Steps<\/span> t<\/span>o<\/span> Success\u00a0<\/span><\/h1>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.18.0″ width=”100%” max_width=”1150px” module_alignment=”center” custom_margin=”8px|auto|-37px|auto||” custom_padding=”||37px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/11\/Untitled-1.png” alt=”Year-end-financial-review-2023-preparation” title_text=”year-end-financial-review-2023-preparation” _builder_version=”4.19.0″ _module_preset=”default” custom_margin=”-54px|||||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.0″ _module_preset=”default” background_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ custom_padding=”17px||28px|||” top_divider_color=”gcid-c3310f73-d6ad-4fbd-8826-08feacadce62″ global_colors_info=”{%22gcid-c3310f73-d6ad-4fbd-8826-08feacadce62%22:%91%22top_divider_color%22%93,%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22background_color%22%93}”][et_pb_row _builder_version=”4.19.0″ _module_preset=”default” width=”100%” max_width=”1110px” custom_padding=”49px||18px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.0″ _module_preset=”default” header_font=”Poppins||||||||” header_text_align=”center” header_text_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ header_font_size=”55px” header_letter_spacing=”1px” header_line_height=”1.1em” global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22header_text_color%22%93}”]<\/p>\n

    What exactly we do for you ?<\/span><\/h1>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.19.0″ _module_preset=”default” text_font=”Poppins||||||||” text_text_color=”#FFFFFF” text_font_size=”18px” text_letter_spacing=”1px” text_line_height=”1.8em” header_text_align=”center” text_orientation=”center” width=”100%” max_width=”100%” global_colors_info=”{}”]<\/p>\n

    This service would include a 60-minute Year-end review meeting with our Financial Planner and would be ideal for those who wish to do a year-end financial review and start financial planning for the next year 2023<\/p>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.0″ width=”100%” max_width=”1050px” module_alignment=”center” custom_margin=”8px||||false|true” custom_padding=”33px|10px||10px|false|true” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Establish a method to track your finances
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    What our other clients often say<\/span><\/h1>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.19.0″ width=”100%” max_width=”1150px” module_alignment=”center” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial author=”Radhika” company_name=”Accenture” portrait_url=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/11\/download.jpg” quote_icon=”off” _builder_version=”4.19.0″ _module_preset=”default” body_font=”|600|||||||” body_text_align=”center” body_font_size=”15px” author_font=”Poppins|500|||||||” author_text_align=”center” author_text_color=”#0C71C3″ author_font_size=”20px” author_line_height=”1.4em” position_font=”Poppins||||||||” position_text_color=”#000000″ position_font_size=”17px” company_font=”Poppins||||||||” company_text_color=”#000000″ company_font_size=”17px” background_color=”#F2F2F2″ text_orientation=”center” module_alignment=”center” border_radii=”on|25px|25px|25px|25px” box_shadow_style=”preset1″ box_shadow_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22box_shadow_color%22%93}” box_shadow_color__hover_enabled=”off|desktop” box_shadow_color__hover=”#0C71C3″]<\/p>\n

    The services provided by Assuredgain are extremely helpful in making the right choice. All my queries were resolved. Overall, I had a good experience with Assuredgain Financial Planners. Thank you !!<\/p>\n

    [\/et_pb_testimonial][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_testimonial author=”Manikandan” company_name=”Accenture” portrait_url=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/11\/images.jpg” quote_icon=”off” _builder_version=”4.19.0″ _module_preset=”default” body_font=”|600|||||||” body_text_align=”center” body_font_size=”15px” author_font=”Poppins|500|||||||” author_text_align=”center” author_text_color=”#0C71C3″ author_font_size=”20px” author_line_height=”1.4em” position_font=”Poppins||||||||” position_text_color=”#000000″ position_font_size=”17px” company_font=”Poppins||||||||” company_text_color=”#000000″ company_font_size=”17px” background_color=”#F2F2F2″ text_orientation=”center” module_alignment=”center” border_radii=”on|25px|25px|25px|25px” box_shadow_style=”preset1″ box_shadow_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22box_shadow_color%22%93}” box_shadow_color__hover_enabled=”off|desktop” box_shadow_color__hover=”#0C71C3″]<\/p>\n

    The service offered was centred on personal goals and needs. All of the information about investing was explained to me. But the best part is that my investments were properly allocated depending on time, risk, and needs. I must admit that this is something that every working person needs.<\/p>\n

    [\/et_pb_testimonial][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_testimonial author=”Mayur Gupta” company_name=”Accenture” portrait_url=”https:\/\/accenture.wealthhackers.in\/wp-content\/uploads\/2022\/11\/malecostume-512.webp” quote_icon=”off” _builder_version=”4.19.0″ _module_preset=”default” body_font=”|600|||||||” body_text_align=”center” body_font_size=”15px” author_font=”Poppins|500|||||||” author_text_align=”center” author_text_color=”#0C71C3″ author_font_size=”20px” author_line_height=”1.4em” position_font=”Poppins||||||||” position_text_color=”#000000″ position_font_size=”17px” company_font=”Poppins||||||||” company_text_color=”#000000″ company_font_size=”17px” background_color=”#F2F2F2″ text_orientation=”center” module_alignment=”center” border_radii=”on|25px|25px|25px|25px” box_shadow_style=”preset1″ box_shadow_color=”gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45″ global_colors_info=”{%22gcid-39754e5c-5590-4644-9d0e-5e7e5b274f45%22:%91%22box_shadow_color%22%93}” box_shadow_color__hover_enabled=”off|desktop” box_shadow_color__hover=”#0C71C3″]<\/p>\n

    As a working professional, I don’t have much time to manage my finances. After the initial discovery call, I began to realise things, and the consultation truly helped me a lot in saving and preparing finances for the future. Thank you very much. I would appreciate your work.<\/p>\n

    [\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

    Comprehensive analysis of your 2025 finances and strategic planning for optimal financial outcomes in 2026Every situation is different so \u201cone size doesn\u2019t fit all\u201d There may be additional considerations and\/or discussions that should occur. Now is a very good time to meet with our financial advisors for year-end review.\u2714 Financial goals and objectives \u2714 Current […]<\/p>\n","protected":false},"featured_media":236953,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"1.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Using The Human Life Value (HLV) Calculator to determine amount of life insurance required.\r\n2.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Term Life versus Permanent Life Insurance.\r\n3.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Selection of riders such as accidental benefit, critical illness coverage, disability riders based on client\u2019s profile and need.\r\n4.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Comparative analysis of various life insurance plans based on client\u2019s profile.\r\n5.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Review of beneficiary of life insurance policies.\r\n6.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Review of employer provided insurance along with standalone plans taken by individual.\r\n7.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Hidden fine prints and exclusions in health plans.\r\n8.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Health insurance for self and dependents with preexisting medical conditions.\r\n9.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Choosing between Family floater and individual plans.\r\n\r\nExclusion: Modification in existing life and health such as change of nominee, address etc will not be done.<\/strong><\/em>","_et_gb_content_width":""},"product_brand":[],"product_cat":[23],"product_tag":[],"class_list":{"0":"post-23912","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-services","8":"first","9":"instock","10":"sale","11":"virtual","12":"sold-individually","13":"purchasable","14":"product-type-simple"},"_links":{"self":[{"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product\/23912","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/comments?post=23912"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/media\/236953"}],"wp:attachment":[{"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/media?parent=23912"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product_brand?post=23912"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product_cat?post=23912"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/accenture.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product_tag?post=23912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}