Welcome to THE CA DESK - Your Trusted Partner
Overview Risk Protection
Secure Future
Expert Guidance
What's Included Scope
Insurance need analysis
Quantifying the coverage required based on liabilities and goals.
Term, health & critical illness planning
Comprehensive protection for life and medical contingencies.
Business & key-man insurance structuring
Protecting the business against the loss of key personnel.
Employer – Employee Tax deferment
Structuring insurance to optimize tax efficiency for corporations.
Policy comparison & optimization
Comparing premiums and features to find the best value.
Claim support
Assistance during the most critical time to ensure settlement.
Process Flow Workflow
1
Risk Analysis & Coverage Need
Identifying gaps in your current financial safety net.
2
Policy Comparison
Evaluating products across insurers for best fit.
3
Recommendation & Structuring
Designing the final portfolio and tax structure.
4
Policy Issuance Support
Handling proposal forms and medical checks.
5
Annual Review
Periodic assessment to align cover with changing life stages.
Deliverables Output
Detailed insurance coverage plan
Policy comparison sheet
Risk protection roadmap
Why an Advisor? Not Just Agents
Unbiased Comparison
We compare plans across companies, not push a single brand.
Tax & Compliance
We analyze tax impact and ensure regulatory compliance.
No Over-selling
We avoid unnecessary add-ons or over-insurance.
Business Logic
Design coverage specifically for business/professional risks.
Protect your future today
Get the right insurance portfolio with expert guidance.
