(3) Employment & Income
- What is your current occupation? (Salaried/Self-Employed/Business/Govt. Employee/Retired)
- What is your total annual income (in ₹)?
- What percentage of your income do you want to allocate to insurance?
- Do you have an existing employer-provided insurance policy?
- Are you expecting a significant change in income in the next 5 years?
(4) Financial Liabilities & Assets
- Do you have any outstanding loans? (Home Loan, Car Loan, Personal Loan, etc.)