CLARION FINANCIAL SERVICES

Protection & Insurance Planner

A connected planning engine to estimate life, health, critical illness and disability protection needs, identify gaps and prepare for a deeper CFP® review.

Protection Engine V1.0.1 • Illustrative planning tool

1. Family & Income Dependency

Capture the financial contribution that would need protection if the primary earning member were no longer available.

2. Liabilities & Future Goals

Include obligations that survivors would otherwise need to fund.

3. Existing Life Protection

Employer cover is shown separately because its continuation may depend on employment.

4. Health & Critical Illness

Health coverage is assessed against the benchmark you select; there is no universal rupee threshold built into the engine.

5. Accident & Disability

Disability is analysed separately from death because the financial impact can be materially different.

6. Assessment

Click calculate first. Your results will be unlocked after you provide your mobile number, email and consent for Clarion to follow up.