Sumit Sarkar

A Legacy of Trust Since 2000

Sumit Sarkar is a renowned life insurance advisor from Siliguri, operating globally. With a distinguished presence at the Million Dollar Round Table (MDRT), he has been achieving MDRT and COT status since 2015. Located in Siliguri, the financial hub of the state, his office collaborates with a dedicated team. He has served more than 3,000 families and 2,550 policyholders since starting as an LIC financial advisor in 2000. His total financial portfolio is about 17 crore, already surpassing the Corporate Club Member and MDRT, COT milestones. His next target is to achieve Top of the Table (TOT) by next year.

He prioritizes customer needs with a policy lapsation ratio of 0%, and all policyholders consistently pay premiums on time.

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Mission

The mission is to reduce the risk for clients and create ample investment opportunities so they can have peace of mind by creating wealth for all clients. Sumit is on a mission to help 1,00,000 people live their 60+ lives with zeal and happiness with lots of money using his unique "5 simple shortcuts for painless retirement planning method". His mission is to help 1,00,000 young professionals quit jobs that they don't like and follow their passion without worrying about security/income for their loved ones through his financial planning solutions.

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Achievements

The success is solely due to the clients who have placed their trust in him. The biggest achievement is that he got an opportunity to serve and help more than 2,500 individuals in their financial planning.

Some of his achievements are:

• Corporate Club Member of LIC of India since 2018
• 15 times MDRT, including 5 times Court of the Table recognized by MDRT (USA)
• Participated in "MDRT Annual Conference" in Florida (USA) in 2017 and in Los Angeles in 2018
• Participated in "MDRT Global Meet" in Australia in 2019
• Participated in "Corporate Club Convention" in Singapore in 2023
• Completed a certification program in 2014 conducted by MDI Gurgaon (India)
• Awarded with various trophies including Corporate Trophy and Champion's Trophy from Life Insurance Corporation of India

Associations