Taxation & Financial Guardians

Insurance

Insurance Services

At Taxation & financial Guardians, we offer expert insurance advisory and support to help you choose the right coverage for your life, health, assets, and business. Insurance is not just a financial product — it’s a safety net for your future. We guide you through the entire process: from understanding your needs to selecting the best policy and assisting with claims.

Types of Insurance We Help With

Health Insurance

Health insurance covers your medical expenses in case of illness, accident, or hospitalization. With rising healthcare costs, having a reliable health insurance plan is essential for financial stability.

What We Offer:

  • Individual Health Insurance – for single policyholders
  • Family Floater Plans – one plan covering the entire family
  • Critical Illness Insurance – lump-sum payout on diagnosis of major diseases
  • Top-Up & Super Top-Up Plans – extra coverage at low premiums

 

Benefits:

  • Cashless hospitalization at network hospitals
  • Tax benefits under Section 80D
  • Coverage for pre and post-hospitalization expenses
  • Daycare and ambulance coverage

Life Insurance

Life insurance provides financial protection to your family in case of your unfortunate demise. It also helps with long-term savings and retirement planning.

Types We Handle:

  • Term Insurance – High coverage at low premiums for financial security
  • Endowment Plans – Insurance with savings/investment benefits
  • ULIPs (Unit Linked Insurance Plans) – Market-linked plans for long-term growth
  • Pension/Retirement Plans – Steady income after retirement
  • Child Education Plans – Secure your child’s future

 

Why It Matters:

  • Provides peace of mind to your loved ones
  • Covers loans or liabilities in your absence
  • Offers tax savings under Section 80C & 10(10D)

General Insurance

General insurance covers everything other than life and health. It’s designed to protect your assets and guard you against financial risks due to unexpected events.

Coverage Includes:

  • Motor Insurance – Two-wheeler and four-wheeler insurance (Third-party & Comprehensive)
  • Property Insurance – Protection against fire, theft, and natural disasters
  • Travel Insurance – Covers trip delays, baggage loss, and medical emergencies abroad
  • Commercial Insurance – For businesses: fire, liability, group health, shop coverage

 

Benefits:

  • Protects valuable assets
  • Minimizes financial risks
  • Required by law in many cases (e.g., vehicle insurance)

Why Choose Us?

  • Expert guidance tailored to your needs
  • Tie-ups with leading insurance providers
  • Claim assistance and renewals support
  • Transparent advice, no hidden fees
  • Paperless, fast processing

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