LPH Financial Services
Private Client

A client-centered financial planning that includes investment, tax, and estate management!

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Why Financial Planning is Important for Individuals?

Financial planning helps manage your wealth and investment portfolio to attain your short, medium and long-term financial goals. It helps you check whether it is reachable, and if so how. Without a practical financial strategy, you would not be able to set up your plan to fulfill all of your financial aspirations.

If you are looking forward to availing the services of highly qualified and experienced financial advisors, LPH Financial Services will be your perfect partner.

Financial Planning for High Net-Worth Individuals

The fundamental approach to creating a profitable investment portfolio remains the same for both individuals and high net-worth individuals. They need to consider three important elements like risk appetite, time horizon, and financial goals. Everyone’s financial planning begins with these three factors.

Individuals with high-net-worth have a somewhat different set of financial goals—they need custom planning for their estate, and want to create sizeable wealth for their generation.

How We Can Help You?

We follow a pre-defined process to identify the best investment options that meet your interest. It comprises of several measures to check whether the strategy is working or not. We give insight into how our clients can save more and create wealth through an investment portfolio that is prepared in tune with our client’s risk appetite.

Key Person Insurance

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Shareholder Insurance

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High-value Life Insurance

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High Net Worth Household

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Global Medical Coverage

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FAQ

Life Insurance provides peace-of-mind that financial hardship will be alleviated upon the death of the insured.

The members of your immediate family with insurable interest can take a life insurance policy on your life. Life Insurance Companies cannot provide a stranger to buy an insurance policy on your life. Life Insurance of Dubai allowed your employer or business partner an insurable interest. A Life Insurance policy cannot be taken without his prior knowledge.

No, you are the owner of your policy. So it is not necessary to prove your beneficiaries have an insurable interest. It can be anyone, even a stranger, only named as a beneficiary who wants the insured to be alive and healthy.

Often the insurance is termed as temporary because it lasts for a specific period. The life insurance companies provide the temporary insurance offered only during the life insurance application process. If you die before your final application is approved, the temporary policy pays out to your beneficiaries. The temporary insurance must be renewed when that period ends.

It is a way to protect your beloved one through financial support after your death. A death benefits your beneficiary is term insurance.

Co-pay is a fixed portion of you to pay towards the doctor prescription or treatment expenses, and Coinsurance is the percentage of costs you pay after you’ve met your deductible.

No never. By taking life insurance, you can die with complete peace of mind. Because you die during the term; you know the company will pay your beneficiaries.

The participating policy pays you dividends and enables you as a policyholder to share the insurance company’s profits. The company produces a premium at the end of the year.

An agent may believe term is risky, but only because you could have a hard time buying a policy in the future if your health deteriorates or you cannot afford the higher premiums. Commissions could also be a reason for an agent who discourages term.

Successfully made premium payments to cover the cost of insurance for the rest of your life.

Life Insurance Dubai pays the death benefit, and the beneficiaries can collect it. If there are any loans you have to repay, they will deduct from the death benefits.

The family floater plan is for families, and like an individual plan, it is extended to cover your whole family.

Health issues are common these days. And the medical treatments are costly, and so the individuals are draining for financial aids. But if you have any health insurance, it can be helped you to an extend. You can take your health insurance even through insurance brokers. Health insurance is a type of insurance that covers medical expenses that arise due to an ailment. These expenses could be related to hospitalization costs, cost of medicines or doctor consultation fees.

What Kind of Financial
Planning Do You Need?

Looking for an expert financial planner? We are here to help you. Tell us about your requirements—our experienced professionals will help you attain your financial goal.

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