Tag: surrender charges

8

Risks in Unit Linked Plans

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  Recently when a friend asked me what are the risks in unit linked plans…I said Well Max New York Life has started a campaign saying “Our agents are different”..well I wish they say this to the client BEFORE the client signs up: Sir the following risks exist in a Unit linked Plan: 1. Buying […]

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5

Mis-selling or Mis-buying?

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When the guy/ girl selling “financial planning solutions” comes to your house and you happily part with the cheque is it her fault for asking or your fault for giving? This is a question I would like to ask all people who complain “I have been mis-sold to”. It is ridiculous that suddenly a retired […]

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