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Swayambhu Wealth & Legacy
Parent's hand holding a child's hand, a picture of family protection

Protection & insurance

Protect What Your Wealth Cannot Replace.

Wealth creation is only one part of financial security. A sound financial plan should also consider the risks that could derail the family's financial goals.

ARN
181844
EUIN
E366971
FPSB
IN161733

Why does a financial plan need protection?

Protection planning considers the risks that could derail your family's financial goals. Swayambhu evaluates risks methodically across income, family, health, assets and goals, and uses appropriate insurance tools, from life and health insurance to general insurance and income protection, to construct a resilient safety net around your family and assets.

Risk management services

We evaluate risks methodically, utilizing appropriate insurance tools to construct a resilient safety net around your family and assets.

  • Life Insurance
  • Health Insurance
  • General Insurance
  • Income Protection
  • Family Protection
  • Risk Assessment
  • Insurance Review
  • Business Protection, where applicable
Parents and children hiking a green mountain trail together

The question is not only: “How much can I earn?”

Also ask: “What happens to the people who depend on me if something goes wrong?”

What are we protecting?

Income

Protect the financial contribution that supports the family.

Family

Protect dependents from financial disruption.

Health

Prepare for major medical expenses.

Assets

Protect important personal and business assets.

Goals

Help prevent unexpected events from derailing long-term goals.

Insurance disclosure

Insurance products and services are provided only in the applicable licensed/authorized capacity or through appropriately licensed insurance professionals and intermediaries.

Policies are subject to the insurer's terms, conditions, exclusions, underwriting requirements and claim provisions. We do not imply guaranteed policy issuance, claim settlement or benefits beyond the policy contract.

Protection & insurance questions

Why is protection part of a financial plan?

Wealth creation is only one part of financial security. A sound financial plan should also consider the risks that could derail the family's financial goals.

Which risk management services are covered?

Life insurance, health insurance, general insurance, income protection, family protection, risk assessment, insurance review and business protection, where applicable.

What does protection planning protect?

Income: the financial contribution that supports the family. Family: dependents, from financial disruption. Health: preparation for major medical expenses. Assets: important personal and business assets. Goals: helping prevent unexpected events from derailing long-term goals.

In what capacity are insurance products provided?

Insurance products and services are provided only in the applicable licensed/authorized capacity or through appropriately licensed insurance professionals and intermediaries.

Is policy issuance or claim settlement guaranteed?

No. Policies are subject to the insurer's terms, conditions, exclusions, underwriting requirements and claim provisions. We do not imply guaranteed policy issuance, claim settlement or benefits beyond the policy contract.