Client Background Challenge What We Did Strengths Barriers Opportunities Solutions Business Outcomes Transparency - Totality & Intuitiveness Consistency -Across the entire lifecycle Flexibility - Ability to control outcome Decision maker - Financial basket allocation decisions (which expenses to prioritize) significantly influenced by the lady of the household, however premium reminders sent only to the policy holder, typically the seniormost male member of the family. TERRAGNI CONSULTING (P) LTD PRIVATE AND CONFIDENTIAL
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