About ANAND JATHAN
IT IS BETTER TO HAVE LIFE INSURANCE FOR 100 YEARS AND NOT NEED IT, THAN TO NEED IT ONE DAY AND NOT HAVE IT.
What began as a Part-time activity, blossomed into a practitioner of Life, Health & Disability Insurance, building public trust by demonstrating ethical business behaviour in all our dealings.
Has full-fledged office equipped with efficient staff and all modern communication facilities.
Life & Qualifying Member of Million Dollar Round Table (MDRT) USA, with 20 year Membership with 1 Top of Table and 8 Court of the Table & Honours.
Attended MDRT's Annual Meetings several times in the USA, Canada and MDRT Experience Meetings in Japan, Bangkok & Singapore.
Acquired various positions in MDRT viz. :
Served as MDRT Local Chair (Mumbai) 1997-1998
Served as MDRT Country Chair (India) 2007-2008
Served as Member – MDRT Whole Person Committee 2008-2009 and attended the Meeting in Chicago (USA)
Served as MDRT Zone Chair (India, Pakistan & Sri Lanka) for two terms – 2009-2010 & 2010- 2011. Membership in MDRT from India has grown from 3922 in 2009 to 6126 in 2011.
Served as a Member of MDRT Leadership and Volunteer Development Committee.
Task Force Member – 2013 MDRT Experience Meeting, Hyderabad (India).
Elevated to the position of DVP (Divisional Vice President) – MDRT Best Practices 3 Division, for 2011-2012 covering Europe, Africa, Middle East, India, Pakistan, Sri Lanka and Oceana.
Served as Divisional Vice President in MDRT’s 2012-2013 Membership Communication Division # 1. First Indian to get DVP’s Position for 2nd Consecutive Term.
Thus, inducted into the 18 Member Management Council of MDRT, USA, for two consecutive Terms.
Served as Member, IRDA’s Agents’ pre Recruitment Licensing Examination Committee.
MDRT Honour Roll Member
Passed CIS Examination (Certificate in Insurance Salesmanship) conducted by the Insurance Institute of India in 1995 and stood first in the Subject “Principles and Practices of Life Insurance”.
Acquired R.F.C. Designation from I.A.R.F.C. (USA)
Passed C.I.I. (Award of Chartered Insurance Institute) of U.K. in July, 2009
Success in the field is demonstrated in the form of various Awards, Certificates and Memberships and above all, a battery of customers whose faith and trust enabled us to reach the pinnacle of success.
Attended numerous meetings, conferences and conventions in various parts of the country and abroad. Also, conducted Training Classes for Agents and delivered numerous lectures and speeches in Meetings and Seminars on MDRT.
Presently, servicing and rendering life and general Insurance related services to more than 4000 households and about 80 Corporate clients.
PRODUCTS & SERVICES OFFERED : * Retirement Planning - UK Pension Fund Transfer (QROPS) Qualifying Recognized Overseas Pension SchemeS
* All Kinds of Conventional and Unit Linked Life Insurance including Term Cover.
* Group Life, Personal Accident and Disability Insurance
* Keyman Insurance
* Group Gratuity and Superannuation Schemes
* Employer-Employee Schemes
* Retirement Planning
* Health Insurance
* Fire, Burglary & Motor Insurance
AMFI Regd, Mutual Fund Advisor .
Companies we represent:
* Life Insurance Corporation of India. * The New India Assurance Company Ltd. * National Insurance Company Ltd.
* Niva Bupa Health Insurance Company Limited * Star Health & Allied Insurance Co. Ltd. * HDFC ERGO General Insurance Company Ltd.
Secured All India Rank in First Premium Collection in 2003-2004 (First Rank), and 2005-2006 (5th Rank).
Life Member – ALICA (Association of LIC Agents), Mumbai.
Served as Joint Secretary- ALICA, Mumbai Division- III
Life Member – LIAFI (Life Insurance Agents Federation of India)
Life & Chapter Member – Professional Life Underwriters’ Guild of India (PLUG).
Receiving the Memento from Mr. S K Roy - Chairman - LIC OF INDIA on Occasion of 25 Years in Chairman's Club Membershipa
Felicitation by D.K. Mehrotra – Chairman, LIC OF INDIA.
Addressing the gathering at Chief Life Insurance Advisors’ Convention at Tirupati (Andhra Pradesh).
Addressing MDRT, TOT & COT Qualifiers Meet at Westin Hotel, Mumbai.
Receiving Bouquet from P Dwivedi (Sr. Divisional Manager) and Mr. W.S. Malik (Manager - CLIA) in Mumabi.
ACHIEVEMENTS
Appointed by LIC as "Chief Life Insurance Advisor" and empowered to Recruit, Mentor and Train new Agents w.e.f. June, 2008 , and also to collect premium through Premium Point.
Qualified for LIC's newly created Prestigious CORPORATE CLUB for Agents in 2004-05.
Presently, Member of the Chairman’s Club for Agents since 1989-90.
Became No.1 Agent in Mumbai Division-III in the year 1994-95 out of over 6000 agents by completing new business of nearly Rs.4 crores Sum Assured on 200 lives.
Secured highest new business of Rs. 9 crores Sum Assured in 2001-02 with first premium income of Rs. 1.69 crores.
Secured first premium income of Rs.7.82 crores in the F.Y. 2002-03 on 226 lives.
Became No.1 Agent in the Country on Pension/Annuity Premium count to the tune of Rs. 28 Crores in the F.Y. 2003-04.
Addressing
the gathering in a Seminar
With Ms. Jennifer Borislow - 2012 MDRT President
With Mr. Tony Gordon -
Past President - MDRT (USA)
