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Navigating a client out of his ULIP mazeNilesh Bajaj, Cedrus Consultants, Pune

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Key Take-Aways
  • Be wary of overcommitting to products where money can't be immediately drawn out for emergencies.

  • Sometimes, one has to take a loss to sort out the weeds and then invest in something more fruitful. Don't keep extending your losses if it is not suiting your requirements.

  • Have some investments that give you regular return so that it can tide you over when your financials are having some rough patches.

  • Check if the products that are sold to you match your requirements.

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