Last month we cleared our AFP certification in Risk Analysis & Insurance Planning. We received the certificate this week. We have another 3 more exams to go & then the final CFP certification. Certainly the course helps in deeper understanding of financial planning concepts & it should help us to better serve our clients in the future. No wonder CFP is a mandatory course to be completed in south Asian countries for becoming an insurance advisor. Thanks to all the clients & our staff who has been a rock solid pillar of support @ all times.
Thursday, November 18, 2010
Tuesday, November 16, 2010
MDRT Felicitation
Recently on 10th November 2010, L.I.C felicitated us for qualifying for MDRT (Million Dollar Round Table) - 5th time in a row now. The Senior Divisional Manager, Chennai-I & Regional Manager Marketing - South Zone were present for the occasion. We dedicate all our successes to our valued clients without whom nothing would have been made possible. We reassure them @ this juncture once again that we would only improve our services in the future.
Thank you from the bottom of our hearts!
Thank you from the bottom of our hearts!
Individual Profile - GOWRISHANKER. V
Individual Profile - JAYACHITRA
Individual Profile - LAKSHMINARAYANAN. V
LAKSHMINARAYANAN. An October-born Libran of 1980. From a School-going lover in Coimbatore to a B.Tech Computer Science Graduate at Regional Engineering College (now NIT) in God’s Own Country a.k.a Calicut, he had been a passionate midnight oil-burner throughout. Whether it is the fastest fifty in the college trophy or getting the highest paid job or his humorous sarcasms, he was a college celebrity. Got selected to work for Motorola in 2001 through campus interview. Having worked for the Illinois-based mobile giant for two dozen months, this three-quarter consecutive star performer claims to have designed the WAP for most of the company's initial phones in India.
His love for Chennai forced him to quit Motorola and join ShivNadar’s HCL as a CISCO networker. But his inner passion to relate more to people and to be on his own made him quit the software. He began as a serial actor in Jaya TV and modeling for Univercell to Brilliant Tutorials. Realizing the service-oriented nature and the value of human relations in the insurance sector, he chose to become an LIC agent in 2004. This was the beginning of DreamzUnlimited. He now holds the proud certificate of “Associate Financial Planner – Risk Analysis & Management” as part of his ongoing certificate of CFP (Certified Financial Planner)! More so his achievements in L.I.C are remarkable in the shortest span of just 6 years now:
His love for Chennai forced him to quit Motorola and join ShivNadar’s HCL as a CISCO networker. But his inner passion to relate more to people and to be on his own made him quit the software. He began as a serial actor in Jaya TV and modeling for Univercell to Brilliant Tutorials. Realizing the service-oriented nature and the value of human relations in the insurance sector, he chose to become an LIC agent in 2004. This was the beginning of DreamzUnlimited. He now holds the proud certificate of “Associate Financial Planner – Risk Analysis & Management” as part of his ongoing certificate of CFP (Certified Financial Planner)! More so his achievements in L.I.C are remarkable in the shortest span of just 6 years now:
1. Consistent achiever of MDRT since 2005 – setting global standards in Insurance Selling
2. Divisional Manager’s Club Member @ LIC of INDIA
3. Chosen as the “Wealth Manager” by LIC of INDIA – handful of agents out of 22,000 #s from Chennai.
4. Branch topper since 2005 & in Top 10 in Chennai Division
Have been part of “Product Development & Service Standards Improvements” initiatives of LIC & various other internal training sessions for the new recruit staff.
Unique Services
… Yet to Experience us?
---------------------------------------------------------------
24x7 Service: Website – www.dreamzunlimited.org :
Policy Status Information, Online Premium payment, Cash
Flow Chart, Mutual Funds Portfolio & much more are made
simple, convenient & available @ www.dreamzunlimited.org
-------------------------------------------------------------------------------------
SMS Alerts: Weekly Alerts on all financial products as well as
Premium status information
-----------------------------------------------------------------
E-Portfolio: A hassle free portfolio management service
that gives freedom from handling of files & papers by
providing all the details on CD.
--------------------------------------------------------------------------------------
Toll-Free # Access: Exclusively for our esteemed clients
----------------------------------------------------------------
DREAMZ Unlimited: A Monthly Newsletter that keeps the client up-to-date in the field of insurance, taxation & finance.
----------------------------------------------------------------
Previous Policies: Free Servicing for your existing orphaned policies.
-------------------------------------------------------------
Mutual Funds: Complete Portfolio Diversification through investments in Equity Mutual Funds covering all Fund Houses in India.
-------------------------------------------------------------
Medical Insurance: Unique medical insurance products through
Star Health & Allied Insurance – A Stand-Alone Insurance Company
--------------------------------------------------------------
The Company
Though started as a Life Insurance Agency with the most trusted service brand of the nation – L.I.C OF INDIA, DreamzUnlimited has by now spread its wings to Mutual Funds covering all Asset Management Companies and Health Insurance with Star Health and Allied Insurance Company Ltd. Having captured an eternal space in the hearts of the clients in the above said sectors with its superior service and professionalism, DreamzUnlimited… is ready to widen its spectrum towards Housing Finance and Stock Broking in the near future.
We are grateful to all our Clients who had been providing continuous support since our early days and promise them once again a superior quality of service and an unconditional love in the decades to follow. There is a general saying “Emotions have no place in business” – but we believe “we are in this business for emotional reasons”. We celebrate this business of life
Subscribe to:
Posts (Atom)