Atul C. Dubal, CFP

Unlock your potential with MDRT member Deepak Agrawal's proven strategies for excellence. Learn more about the four strategies that have been instrumental in Agrawal's journey to deliver outstanding client service and stay at the top of his game.

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As a financial advisor, knowing your numbers is not enough. See how MDRT member Deepak Agrawal leverages four key strategies to help him enhance his skills and improve his client servicing.

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Ever wished you could find more time in the day for portfolio management, running your business, and spending more time with your clients?   Then you’ll want to register for Fidelity’s upcoming webinar, “Embracing investment evolution to advance your practice and serve client needs,” which will cover topics that can help investment professionals construct robust and personalized client portfolios in less time.   Register for your spot here: https://lnkd.in/eWwhvmA3

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Annuity plans are a valuable financial tool for retirement planning, providing a consistent income stream after you stop working. They're designed to help you avoid outliving your savings by ensuring a regular flow of payments. When choosing an annuity plan, it's essential to carefully consider your specific retirement goals and financial situation. Factors such as your age, expected expenses, and risk tolerance will influence the most suitable type of annuity for you. There are different types of annuity plans available in the market, each catering to different financial needs and goals.  The primary types include:Immediate, Deferred, Fixed, Variable, and Indexed To select the best option, consider these key factors: Rates: Compare current rates in India. Payouts: Immediate, deferred, joint life. Inflation protection: Consider annuities that adjust for inflation. Provider: Choose a financially strong and reputable insurer. Fees: Understand the associated costs. Steps to choose: Assess retirement needs. Research and compare plans. Consult a financial advisor. Review terms and conditions. Monitor and adjust. By carefully considering these factors, you can select an annuity plan that aligns with your retirement goals and provides a secure financial future. To learn more, visit the following link: https://lnkd.in/gzgPYqEZ Disclaimer: https://lnkd.in/dbhFKuhf #IndiaFirstLife #ChilledLife #YehTohCertainHai

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As financial advisors, our primary mission is to guide clients towards their financial goals while ensuring their peace of mind. Achieving this requires a clear, actionable plan and a structured approach to goal setting. In this blog, our Founder & CEO, Amit Shah discusses seven actionable tips to help you set and achieve your goals effectively. Read it here : https://lnkd.in/gK9_EdSr #wylth #fintech #wealthtech

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Get ready for an exciting Episode 3 of Business Chronicles by Rogers Capital Tax! Join hosts Pallavi Agnihotri and Sebastien d'Avoine as they sit down with Girish Chandra Bhatt, Chief Manager of Life Insurance Corporation of India, for an insightful interview. Discover key tax updates from Vince Rungasamy, our expert Tax Analyst, and dive deep into the latest legal judgement with Ryan Dennis Allas. Tune in for expert insights, invaluable tips, and the latest in the world of business and tax. Don't miss out: https://lnkd.in/eyGDTgH8 #BusinessChronicles #RogersCapitalTax #TaxTalk #InsuranceInsights #LegalUpdates

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𝐇𝐨𝐰 𝐭𝐨 𝐁𝐞𝐜𝐨𝐦𝐞 𝐚 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐞𝐫 (𝐂𝐅𝐏) 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚 Earning a CFP certification can lead to exciting opportunities in financial advisory, wealth management, and financial planning. 🌟 Read our latest blog to learn about the steps to becoming a CFP in India and how it can shape your career. 📖 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐛𝐥𝐨𝐠 𝐡𝐞𝐫𝐞: https://lnkd.in/gvcPYPk8 Stay tuned for more updates👋 #CFP #FinancialPlanning #WealthManagement #BFSI #FinQbate

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Single parenting is tough. How do you ensure your child's finances are secure? Plan Ahead Wealth Advisors' Vishal Dhawan shares insights on managing savings and investments as a single parent on Big Decisions. Listen: https://bit.ly/3SS3Bl1 https://lnkd.in/drD4kvDS

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RMDs required … but not desired? To help in the planning for longevity and expected retirement income needs, a QLAC addresses these concerns by deferring RMDs up to age 85. Qualified account owners facing forced RMDs (and their taxes) may invest as much as $200k in a QLAC via a DIA. There are other ways to defer qualified money beyond RMD age, but investing in a QLAC could benefit your retirement strategy. Take the cash refund option for guaranteed money with potential to either “live on” or “leave on.” Get more DIA QLAC facts at the link below. https://lnkd.in/etpJkDts

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Financial Wellness for Women: Management of Finances & Policy Changes The #WomenEntrepreneursReview team had a conversation with Neha Singh, Founder, Womoneysta where she shared her perspective on women’s association with the financial landscape and more. Here are choice excerpts from the conversation: https://qrcd.org/6EjU #financialservicesindustry #FinancialWellness #ManagementofFinances #PolicyChanges #womensempowerment

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Dr. Deepak Jain CWM®, CTEP® Finance Coach 🗣️[LION], is going LIVE on Money9 to discuss "How can a HUF create a Trust?" 📝 Get expert advice on estate planning and learn essential tips to secure your family's future! 🗓 Date: Friday, 20th September 2024 ⏰ Time: 4:00 PM 📍 Where: Money9 YouTube Channel Don't miss this important session! Subscribe now and set a reminder for the live stream! #estateplanning #draftingawill #trust #huf #expertadvice #familysecurity #money9 #livestream #financialliteracy #wealthmanagement #nexgenestateplanning #nexgentransfer #nexgen

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Long-term focus or short-term needs? Decide between Tier 1's tax benefits and Tier 2's accessibility. Whether you want to grow your retirement fund tax-free or access your savings for safety, NPS has options for you. Choose the right tier for your investments. #nps #retirement #retirementplanning #retirementcommunity #retireearly #retirestress #finance #financetips #financegoals Tags [Finance, retirement, retire early, money, growth, office, investment]

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