Need Analysis

What is SLRTT

• Safety Liquidity Return (Growth), Taxation, Time Horizon

• Super Life Risk Tax Time Horizon

• Secure Life Review Transactional Timings

• Safety Liquidity Ratio Taxation Time Horizon

For Understanding customer’s details, we need to use Need Analysis Form

• True

• False

• May be

• Don't Know

Different destination has different vehicles, So does different stages of life also have different needs?

• Yes

• NO

• May be

• Don't Know

SLRTT holds good in which investment instrument?

• Fixed Deposits

• Mutual Funds

• Life Insurance

• Property

Human Life Value & House Hold Expense Calculations are great tools to identify the need of the customer

• May be

• False

• True

• Dont know