Taxmann’s Risk Analysis, Insurance and Retirement Planning By IIBF

Taxmann’s Risk Analysis, Insurance and Retirement Planning By IIBF.

Description:-

Risk Analysis, Insurance and Retirement Planning is a dissertation on two aspects:

• Insurance Products focused on fundamental principles, organization structure, functions, regulations, and legislation applicable to life/non-life insurance as practiced in India
• Retirement Planning focused on need for planning for retirement along with the various pension products available in the country.

Financial Planning and Financial Advising is the process of assessing a person’s financial goals, taking into account his/her savings and other assets to help one reach those goals. Financial planning also includes getting the most out of other financial resources, including insurance, equity and debt securities.

The onset of reforms in India has ensured accessibility of various investment avenues to almost everybody. Markets which were hitherto exclusive to banks and institutional treasuries have now opened up for public. It is evident that bank and finance executives need to not only optimally manage their portfolios, but they also have an important role in shaping the portfolios of their clients. Thus there is no clear cut job profile when it comes to designing or marketing financial instruments. Yet a professional financial planner should position himself/ herself to take full benefit in this rapidly expanding field.

The Present Publication is the 2017 Edition, published exclusively by Taxmann for Indian Institute of Banking and Finance. The contents of the book are as follows:

• Basic Concepts of Insurance and Risk Management
• Insurance Organization, Structure and Functions
• Regulations and Legislations Applicable to Insurance
• Life Insurance: Analysis of Life Cover, Strategies and Products
• General Insurance and its Practice in India
• Life Cycle Analysis, Retirement Needs and Factors in Planning
• Retirement Planning Process
• Employee Benefits and Superannuation
• Pension Products
• Regulatory Framework of Retirement Plans

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