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Pratik Patel

Senior Financial Professional Since 1999 @ LIC

(MDRT & C.O.T - USA)

C/6 Ram Krishna Society B/h Avkar Hall, Uttamnagar Maninagar Ahmedabad 380008 India
pratik_lic@yahoo.co.in
9825321801

Achievement And Award

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Latest News

My Great Achievement 3Times MDRT=COT(USA) in 1Year 2023

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Today(/25/2/2021) My COT -2023 Honored By Lic Dignitaries. In EKA CLUB, KANKARIA, Shri R K Yadav (Chief Managar) Shri J P MAKWANA BM (SO) Shri Parmar ABM, Shri Hitesh Booch ABM(S) Shri Zala Sir (Clia...

About Us

Thank you for vising our website. I am associated with Life Insurance Corporation of India The largest and most trusted brand of INDIA, since start of the career. I have my own office and having portfolio of more than 1100 satisfied clients with more then 15 Crores premium and 250 Crores+ of Risk cover of financial protection against any unforeseen events , who have been serviced by me and my well-trained qualified staff to take care of customer needs, solve queries help them with policy renewal apart from informing about new investment avenues

Most of our clients are include salaried, businessmen, students, professionals, housewives, government employees,retired people and High Net Worth from Domestic as well as my international visit from USA, Canada, UK, Europe, Australia, Bahrain, New Zealand Dubai, Sharjah, UAE, ect.

I have achieved 17 times MDRT Awards continuously from USA. I have resources, willingness and ability to take up bigger roles and challenges in corporate to cater needs of their HR Department. ...

We specialized in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health plan, Term Plan, Children education/ Marriage/Securing future to achieve their long term and medium term financial goals through effective financial planning with a wide range of LIC plans to suits your diverse needs.

I had started my career as a full time Financial Professional with LIC. Over 24 years of Professional experience to my credit. Since then I am constantly working for LIC and having 1000+ clients under my belt with Ranking 1st over last 8 years in Maninagar Branch Ahmedabad.

As I am giving satisfactory services and getting repeat business as well as good no. of referrals. I am constantly striving to give best of the possible services, so that I can keep existing clients satisfied and can earn huge no of new clienteles.

Service

We the team of Financial Planning & Insurance services since 1999. Its been 24 years in this industry . We are Protecting 1100+ Families through our professional services as under :

Services
  • 17) Policy loan
  • 18) Accident / disable benefit
  • 19) Critical illness rider benefit
  • 20) Premium waiver benefit
  • 21) Assignment / Re assignment
  • 22) Fresh nomination
  • 23) Nominee modification / change
  • 24) To get policy surrendered
  • 25) Neft in policy
  • 26) Money back payment
  • 27) Maturity payment
  • 28) To settle Death Claim if needed
  • 29) Other miscellaneous services

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