Professional Documents
Culture Documents
Sum Assured
Rs. 1,50,000
Term
Premium
Year
Guaranteed
applicable)
2018
22,500
0 Survival Benefit
2023
22,500
0 Survival Benefit
2028
22,500
0 Survival Benefit
2033
22,500
0 Survival Benefit
Optional Benefit:
LICs Accidental Death and Disability Benefit Rider is
available as an optional rider for 25 years with
2038
60,000
Total
1,50,000
Liquidity
Tax Saving
Plan Parameters
Age
Min
Max
13
45
Term
25 years / 20 prem.term
Sum Assured
100000
Modes
Parameter
1,91,250 Maturity
Life Cover
Bonus Description
No Limit
Presented by
SAMIR MEHTA
Sample Report For Demonstration Purpose Only
204-A, VIMALNATH APPARTMENT
46-DIGVIJAY PLOT, OPP. OSWAL SCHOOL
Tel:0288-2664975, M: 9898696516
e-mail: shreevardhmanagency@yahoo.co.in
SAMIR MEHTA
Sample Report For Demonstration Purpose Only
204-A, VIMALNATH APPARTMENT
46-DIGVIJAY PLOT, OPP. OSWAL SCHOOL
Tel:0288-2664975, M: 9898696516
e-mail: shreevardhmanagency@yahoo.co.in
New Moneyback 25 Years Plan Presentation for Mr. Tejas Navinchandra Sh (age 18 years)
Mode of Premium
Yearly
Installment Premium
9,247
Accident Cover
150000
Date of Report
05/06/2014
Term
25
Policy
Year
Risk Cover
Age (Natural Death)
Premium
Tax
Saved
Net
Premium
Guaranteed
Returns
Non Guaranteed
Returns
Cash Flow
Cash
Value
Loan
Available
18
1,94,100
9,247
-
2,772
6,475
-9,247
19
2,00,700
9,109
2,772
6,337
-9,109
20
2,07,300
9,109
-
2,772
6,337
-9,109
11,571
10,500
21
2,13,900
9,109
2,772
6,337
-9,109
22,831
20,500
22
2,20,500
9,109
-
2,772
6,337
22,500
13,391
29,027
26,000
23
2,27,100
9,109
-
2,772
6,337
-9,109
12,966
11,750
24
2,33,700
9,109
2,772
6,337
-9,109
19,672
17,750
25
2,40,300
9,109
-
2,772
6,337
-9,109
27,912
25,000
26
2,46,900
9,109
2,772
6,337
-9,109
36,797
33,000
10
27
2,53,500
9,109
-
2,772
6,337
22,500
13,391
46,347
41,750
11
28
2,60,100
9,109
-
2,772
6,337
-9,109
34,122
30,750
12
29
2,66,700
9,109
2,772
6,337
-9,109
45,153
40,750
13
30
2,73,300
9,109
-
2,772
6,337
-9,109
56,989
51,250
14
31
2,79,900
9,109
2,772
6,337
-9,109
69,664
62,750
15
32
2,88,750
9,109
-
2,772
6,337
22,500
13,391
83,268
75,000
16
33
2,95,350
9,109
-
2,772
6,337
-9,109
75,324
67,750
17
34
3,01,950
9,109
-
2,772
6,337
-9,109
90,062
81,000
18
35
3,08,550
9,109
2,772
6,337
-9,109
1,05,859
95,250
19
36
3,15,150
9,109
-
2,772
6,337
-9,109
1,22,901
1,10,500
20
37
3,24,000
9,109
-
2,772
6,337
22,500
13,391
1,41,299
1,27,250
21
38
3,30,600
1,32,229
1,19,000
22
39
3,37,200
1,47,925
1,33,250
23
40
3,43,800
1,65,179
1,48,750
24
41
3,50,400
1,84,204
1,65,750
25
42
3,78,750
60,000
1,91,250
2,51,250
2,02,139
1,82,000
1,26,878
1,50,000
1,91,250
1,58,932
1,82,318
K e y
A s s u mp t i o n s
Projections:
Bonus: Last declared reversionary bonus of their respective matching discontinued plans has been considered for the purpose of
projected Riskcover and Returns.
Terminal Bonus: Last declared terminal bonus of their respective matching discontinued plans has also been considered.