Health Insurance Masterclass · 28 Jul 2026
Free live Health Insurance Masterclass
From product knowledge to sales confidence.
You already know what health insurance is. This session for CFPs and MFDs covers why claims fail, and the six technical gaps that quietly cause it — the exact things to check before you recommend a policy.
Reserve your seat
Seats limited · link shared after registration
What we'll run through in masterclass
The 6-Point Claims Audit
01
Waiting periods
02
Room rent sub-limits
03
Co-pay clauses
04
Restoration vs. multiplier
05
Base policy + super top-up
06
Cashless vs. reimbursement
Who this is for
Built for anyone who has to answer a client's insurance question
Insurance advisors
The ones fielding the "why was my claim rejected" call first.
Wealth advisors & wealth managers
Insurance is a line item in every plan you build — this is the depth behind it.
Financial planners & financial advisors
Sizing cover and reading policy fine print as part of a complete plan.
Financial product distributors
Selling the product means owning the conversation when a claim goes wrong.
Bank RMs & relationship managers
Cross-selling insurance without a claims background is where trust breaks first.
Independent advisors
No company backing you up on a rejected claim — you need to know this cold.
Career switchers moving into advisory
The practical grounding that's missing before you sit in front of a client.
New to insurance advisory
A real working start — not just product features, but how claims actually play out.
What advisors assume, vs. what actually happens
Three of the six failure points we'll cover
Assumption
Sum insured is the number on the policy
Room rent limits can silently cut the payout by half
Assumption
Cashless means guaranteed approval
Pre-authorisation can be denied or partially approved at the hospital
Assumption
Restoration refills the same claim
Usually covers only a different illness — not the same hospitalisation
Agenda
What you'll walk away with
This isn't a product refresher — you already know what health insurance is. The goal is confidence you can use with a client this week, backed by scripts, not just theory.
Reserve your seat5 Conversations
01
A real claim-rejection story that opens the room
02
Why advisors quietly avoid this conversation
03
Six failure points — waiting periods, room rent, co-pay, restoration, top-up structuring, cashless vs. reimbursement
04
The advisory reframe — what you're actually selling
05
Your action this week — a claims-gap checklist for 3 existing clients
Speaker
Leading the session
Speaker · Manavi Wealth
Speaker
CEO, Manavi Wealth Pvt Ltd
Turns product knowledge into sales confidence — practical failure points, objection-handling scripts, and claims-proofing frameworks built from real client cases.
18+
Years of experience
2,000+
Families served