Initial Wealth Goal Assessment

πŸ’¬ User: "I want to grow my wealth through life insurance."

πŸ€– LINAT: "Great choice! Life insurance can be a powerful tool for long-term wealth creation. What is your primary goal?"

πŸ”Ή Option 1: Retirement planning

πŸ”Ή Option 2: Buying a dream home

πŸ”Ή Option 3: Child’s future security

πŸ”Ή Option 4: Long-term financial independence

πŸ’¬ User: "Retirement planning."

πŸ€– LINAT: "A secure retirement is essential! Are you looking for a flexible investment with market-linked growth or a stable guaranteed return?"

πŸ”Ή Option 1: Market-linked growth (ULIP)

πŸ”Ή Option 2: Guaranteed returns (Endowment/Money-back)

πŸ’¬ User: "Market-linked growth."

πŸ€– LINAT: "Excellent choice! What is your preferred investment horizon?"

πŸ”Ή Option 1: Short-term (5 years)

πŸ”Ή Option 2: Mid-term (10 years)

πŸ”Ή Option 3: Long-term (15+ years)

πŸ’¬ User: "Long-term (15+ years)."

πŸ€– LINAT: "A long-term horizon is ideal for wealth accumulation! Would you like a plan that also provides life cover along with investment growth?"

πŸ”Ή Yes, I want life cover.