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A good financial adviser will ask questions about your financial situation and your interests, family, and lifestyle. Your interest, family or lifestyle can influence your financial goals and decision-making. Having a good understanding of your motivations may help him understand your willingness to take on risk or the triggers that will make you excited or spark your concern. The goal is to help you create a financial plan that will serve you well in good times or bad, so you always feel confident about reaching your financial goals.
The objective of a term plan is to secure your loved ones. The purpose is realised only when the claim is paid, and the beneficiaries live their life comfortably as was envisaged when you bought the plan. It is imperative to keep this objective in mind in evaluating a term plan, points like premium amount etc. come secondary. Below is a simple guideline on how to evaluate a plan. A good financial adviser can help you elaborate more.
Plan your financial life with a purpose