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Akshay · IRDAI-Licensed Life & Health Insurance Agent · Licence No. HDF 02068977

Free · 2-minute check · 10 questions

The CREDOLIGN Wealth Meter

Answer 10 quick questions to see how well your family, money and future are protected — and get your score out of 10. Answer honestly rather than optimistically; nobody else sees it.

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  1. 1. Do you have a life or term insurance policy that protects your family if something happens to you?
  2. 2. Is your life cover at least 10 times your yearly income?
  3. 3. Do you have a personal accident or critical illness cover in place?
  4. 4. Do you have health insurance for your family, over and above any office or employer cover?
  5. 5. Do you have an emergency fund that can cover at least 6 months of expenses?
  6. 6. Have you started a long-term savings or investment plan for your retirement?
  7. 7. Do you have a dedicated plan or fund for your children’s education or marriage?
  8. 8. Have you added a nominee to all your bank accounts and insurance policies?
  9. 9. Have you written down where your policies, assets and documents are kept (or made a will)?
  10. 10. Do you review your insurance and finances at least once every year?

What this is, and what it is not

This is a structured version of the conversation we would have in a first meeting. It is not a financial plan, it does not know your numbers, and it cannot account for anything you did not tell it. What it does do is show you which of three areas is weakest, which is almost always where the useful conversation starts. Nothing here is a recommendation about any specific product.

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