Serenity Investments

All my great and supportive clients,

I’d like to thank you for giving me the opportunity to be of service to you.  As of 21st December 2009, I entered the ranks of The Million Dollar Round Table (MDRT), an international, independent association that represents the world’s best sales professionals in the life insurance-based, financial services industry.

The MDRT mission: To be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

This Premier Association of Financial Professionals, is an international, independent association of more than 31,500 members, and less than 1 percent, of the world’s life insurance and financial services professionals from 464 companies in more than 80 nations and territories. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

I thank you, once again in helping me achieve this goal. I will endeavour to continue to offer the same levels of ethics, product knowledge and service that this new achievement calls for.

Also, I will be attending the Annual MDRT conference in Vancouver next year where I will interact with all the top Life Insurance agents in the world and bring a superior level of service from those learnings.

Here is a list of existing and new services I will be providing starting January 2010 :-

1. Life Insurance Plans – Max Newyork Life, ICICI Prudential and Future Generali.

2. Mediclaim, Motor, Accident Insurance – Cholamandalam Ms and Future Generali.

3. Mutual Funds – AMFI registered agent.

4. Fixed Deposits.

5. Portfolio Management Services [PMS] – Equity investments with ICICI and Birla.

6. Real Estate – Book flats anywhere in India, direct tie-up with builder.

7. Wealth Account to manage all your investments.

8. Tax Saving Bonds of NHAI, REC, RBI. [Long term capital gains]

Feel free to give me your honest feeback and any queries/suggestions are also welcome.

Every agent goes out and sells insurance, but the tough part is to keep the policies in force. Persistency is the true measure of an agents performance because it means that the clients are happy with the plans and are renewing them regularly.

Even the ranking for the top insurance companies in the world are determined by Persistency.

Executive Council is a recognition given by Max Newyork Life Insurance for the most successful agents in India.

Qualifying for Executive Council was my dream and it has finally come true and I want to thank all my clients for their support without which this would not have been possible. I have been invited by the company for a conference in Singapore where I will get to interact with all the top agents in the country.

This is a short note to let my clients know how much I appreciate our relationship and how much I look forward to continuing to help you achieve all of your financial goals.

Hello everyone!

This is my blog page, which I intend to update on a regular basis.

Keep watching this space for more information on the latest developments in the fields of Insurance and Tax Planning!

~ Leena