I have some exciting news to share with you. I've embarked on a new professional journey as a "Life Advisor" with Kotak Life. This Individual role empowers me to offer valuable insights into the world of insurance and help you make informed decisions to safeguard your financial future. You might recall my previous email in August when I mentioned passing the statutory "Insurance Regulatory Authority Exam", a crucial step that has allowed me to take up this role.
My career in Health, Safety, and Environment (EHS) consulting will continue to run in parallel, at least for the time being. After dedicating 38 years to the EHS field, I am contemplating continuing for a few more months. However, the inspiration for this new path as an individual advisor comes from Dan Pink's book, "To Sell is Human." Sometime in the future, with EHS behind me, I may aspire to work in a Leadership role.
In this new role, my commitment is to be a smart, honest, and reliable advisor. I won't be directly soliciting business from you. If you see potential in insurance solutions, I will gladly refer your requirements to the partners and very senior executives at Kotak, who will reach out to initiate discussions. Life Insurance plays a pivotal role in sound financial planning, and "Kotak Life" offers a diverse array of plans tailored to meet your unique needs, including Participating Plans, Guaranteed Plans, and Non-Participatory Plans besides Indian Context and NRI benefits. These plans are thoughtfully designed to secure your financial well-being and provide peace of mind.
You are under no obligation whatsoever. Your response, indicating your interest in exploring life insurance and financial investment plans, is the primary purpose of my outreach. I am here to assist you in navigating the complexities of insurance and making well-informed decisions. Whether you have questions, concerns, or simply wish to explore your options, please don't hesitate to reach out to me, and I will connect you with Kotak's experts. Rest assured, there's no pressure or obligation to commit, and I won't share any of your personal/contact information with them, respecting your privacy.
Your financial well-being is of utmost importance, and I'm dedicated to helping you achieve your financial goals and protect what matters most to you. If you'd like to discuss how Kotak Life can add value to your life, please feel free to contact me.
Thank you for considering this opportunity, and I look forward to assisting you on your journey to financial security. Making informed decisions about insurance today can lead to a more secure and worry-free tomorrow.
Best regards,
Karthik
Bangalore,
9th November 2023
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