Compass Insurance Brokers LLC

Transcription

1 Compass Insurance Brokers LLC

2 Compass Insurance Brokers LLC was established in 2007 and is one of the leading and multidimensional insurance solution provider in Dubai, UAE. Compass provides individuals and families with the advice, financial plans and services, they need to protect, invest and grow their wealth. Compass has the expertise and experience needed to assist in the exceptional planning suiting the needs of Individuals and Corporate alike. Our comprehensive services program offers a wide range of the Life, Health and General insurance programs which also include initial and ongoing consultation, to create a sustainable and substantial revenue stream for the client. With the gained confidence of the clients, Compass has prospered to become a leading market force. Compass is a financially sound and professionally managed insurance brokers with a team of over 100 Financial Advisors At Compass, our strength is a result of our attentive focus to client needs, the alliances we've forged and financial network we have created along with the trust we have built in the hearts of all those availing our services. Given our wide range of financial service partner network, we are able to choose and customize services in each facet of financial planning, and insurance. The Company practices true customer focused services through all the Insurance authority regulated insurance products, underwriting all types of risks in General, life and Health insurance, often going that extra mile to deliver right solutions tailored for their clients specific needs. Compass is a customer centric Company, with a single minded focus on service. Our priority is to build long term client relationships, with complete customer satisfaction as the most negotiable objective. The Company 2

3 The Vision We at Compass Insurance Brokers, commit to be a client driven Insurance Solutions Provider. Our professionalism lies in engineering solutions for our Valued Clients, by setting the highest standards of ethics, knowledge and integrity, supported by a network of leading multinational Life and General insurance institutions. Because of the companies we work with are international private insurance companies, the client is not limited to the coverage within UAE. We can help you choose an international insurance policy which can protect worldwide basis and may continue to offer coverage even if you return to your home country. By working with quality insurance organizations at a local level we help you to gain greater insight to insurance cover options no matter where in the world you are. 3

4 The Idea Everyone in this world has a dream, a goal, a mark, a destiny set in their minds. And many have the energy and commitment to follow that dream and achieve their destiny. But not many have a clear sense of direction to reach their goal and ensure a prosperous future. In encyclopaedic terms, a compass is a navigational instrument for finding directions on the Earth. In a more artistic term, Compass is financial advisor for finding directions in life. Compass ensures that your investments are put in beneficial practices, your savings are equally fruitful and your life, health and assets are insured. 4

5 The Values Compass stands for many values, which may be similar in nature but different in their impact. These might be a few words in the reading, but for us, they are the foundation stones of our day to day working. These are the words that make up the Compass. Composure & Compassion Opportunities & Objectivity Methodology & Meditation Plan & Preparation Analysis & Architecture Substance & Solutions Support & Sincerity 5

6 The Ethics Over the years we have consciously made an effort to keep all our business values intact. Our business ethics are the ones that set our direction. We value our customers, their privacy, their assets and their lifetime savings. Each time an existing or a potential client walks into our offices/he gets our singular attention. We listen to your problems and situations, analyze them objectively and suggest to you the best possible solution that is available. Our primary payback is your trust. We want you to trust us to be your financial architects. We keep our clients updated with all the protections and advise them on each decision they have to make. 6

7 The Corporate Social Responsibility "Sentiment without action is the ruin of the soul." - Edward Abbey A philosopher, P. Cannon Rasmussen, once said, To determine how successful your actions might be, consider how your efforts will serve to improve the lives of others. At Compass, corporate social responsibility is essentially our contribution to sustainable development and betterment of the communities and societies beyond borders. While governments may introduce laws that protect the environment as well as its citizens' current and future economic and social needs and rights, we as a responsible business entity recognize our responsibility in going beyond what is required by law when managing their impacts on society, the environment and the economy. As part of our renewed efforts towards this goal, Compass has funded the treatment for an 18 year old Sri Lankan to undergo heart surgery 7

8 Professional Services At Compass, we offer completely insurance coverage services with full-spectrum of Life and General insurance solutions. Protection Life Insurance: Individual / Group/Employee benefit solutions Critical Illness Cover Medical Insurance Accident & Disability Cover Income Protection Property Mortgage General Insurance Accident & Disability Cover Fire & Allied Perils Insurance Professional Indemnity Cover Marine & Energy Cover Motor Insurance Health insurance Travel insurance 8

9 An MDRT Member 9

10 An MDRT Member The Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals. Founded in 1927, is a global, independent association of more than 49,500 of the world's leading life insurance and financial services professionals, from more than 500 companies in 70 countries. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Since Compass is a member of the MDRT, you can be certain that you are working with an accomplished, ethical professional who is considered to be among the best in the world. Round Table membership is an exclusive honour that is achieved only by a small percentage of all life insurance and financial services advisors worldwide. Compass is proud to be a part of such an esteemed professional group. For more information on MDRT, please visit 10

11 TheTeam With a team of highly skilled motivated professionals and financial architects, Compass Insurance Brokers LLC specialises in envisioning, formulating and implementation of client s insurance plans. The team s ability to actively evaluate monetary change ensures that customers are offered the best suited insurance plan. The team has endeavoured to exceed the clients expectations by: Investing time and energy in understanding their business in depth Taking a holistic, full service view, providing tailor-made insurance Expert advice on how to minimize and avoid risk Dealing with claims flexibly, pragmatically and efficiently Working transparently, with competitive premiums and firm agreements Acting proactively and decisively in the client s interest Responding to all enquiries within 24 hours Treating all our clients with an equal level of service and attention 11

12 One of the pioneers in the insurance and financial planning industry in Dubai, Dr. G. F. Nihalani is the expert of Marketing, Underwriting, Reinsurance, and Claim Settlement, with over 55 years of extensive professional experience. Dr. Nihalani has vast experience of working in insurance companies like Life Insurance Corporation of India, United India Insurance Company, and Alliance Insurance. He has settled in Dubai,UAE, Since Dr. G. F. Nihalani has been awarded Doctor of Business Administration (DBA) in Insurance Management by The Commonwealth University in October His qualifications include Bachelor of Arts - Special Economics from Mumbai University; Bachelor of General Law (I) from Bombay University; Diploma in Commerce from Maharashtra State, and Fellow - Federation of Insurance Institute and Master class Certificate from London Graduate School.His years of experience as a specialist and management expertise in the Insurance and Financial Planning Industry in the UAE, is the guiding light for Compass. MR. G.F.NIHALANI MANAGING DIRECTOR 12

13 Rakesh Rachwani brings his passionate pursuit of perfection to help his clients build the basic foundations necessary to create and protect their wealth. He has worked for over 24 years to bring client-driven financial planning and life insurance options to executives, professionals, and high-net worth individuals in the UAE and around the world. Rakesh founded Compass Financial Solutions to help clients understand the financial planning process so that each individual s unique needs are met with efficiency and excellence. What started in 1990 as a part-time sales consultant position with Life Insurance Corporation of India has now grown into Rakesh s business legacy. After successfully completing his engineering diploma in 1992 from SASMIRA Mumbai, he decided to put his financial acumen to work in Dubai. Today, Rakesh and Compass Financial Solutions assist hundreds of clients with their financial, life insurance, and wealth planning needs to help them enjoy a comfortably safe future and secure wealth transfer for future generations to come. Rakesh is currently at the forefront of the UAE s financial services sector. With several published articles in major newspapers, he has become an acknowledged industry leader and expert. His achievements have been regularly recognised at the Million Dollar Round Table, where he has been a member for over fifteen years. Rakesh is listed on the organisation s prestigious Honour Role list, a distinction reserved for the top 0.2% independent financial and insurance advisors worldwide. He is also a dedicated member of BNI (Rising Phoenix Chapter) ( and the CEO Club ( MR. RAKESH RACHWANI FOUNDING MEMBER & MANAGING PARTNER 13

14 Navin Nihalani is among the most trusted UAE s leading Independent Financial advisors and a face of the Top 100 Next Generation Entrepreneurs in With an amazing experience of 22 years in Finance and Insurance industry. He has contributed towards developing great opportunities in emerging and developing businesses. A MBA Graduate in Marketing and Finance from the International University of Missouri (USA), he believes in passion to create a professional platform to ensure honest loyal good advisors, who are able to provide their clients with the best. Having the Qualification, Certification and Experience s, Navin manages a robust team of Financial Advisors, while coordinating and integrating business development, marketing, product management activities with prospective clients. Over the years, he has built a high-level network and continues to do so, efficiently delivering perfect solutions to customers complete satisfaction. As the CEO and the Managing partner of Compass Financial Solutions, Navin leads a team of Qualified Professionals who are committed towards making Compass, a client-driven Financial Solutions Provider. He believes in professionalism and integrity while advising individuals and families on matters such as life insurance, health insurance, inheritance tax planning and wills, savings and investments, retirement plans, mortgages, personal financial planning. Over the years Navin has built a strong relationship with insurance service providers across the globe and negotiates with them to provide his clients with nothing less than the best. This has further helped him become a popular choice among individuals and businesses of high net worth. With a vast clientele, Navin has gained expertise in handling people from various backgrounds, understanding their requirements and offering them with the best solutions to manage their finances. His years of experience and skills make him a fabulous problem solver and a deal maker, ensuring none of his clients go back empty handed. His expertise and experience with abundant enthusiasm has reinforced the faith his clients bestow on him. MR. NAVIN NIHALANI CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER Navin has managed to accomplish more than what he aimed to do and hopes to be an ideal role model and inspiration for the upcoming generation in his industry. The accolades he has achieved does not stop him from aspiring for more. 14

15 Key Partners - General Insurance 15

16 Key Partners Life Insurance 16

17 Compass Insurance Brokers LLC Suite # 120, Al Shamsi Buldg, PO Box: Oud Metha Road, Dubai United Arab Emirates 17