forever crorepati 0

7
 Sample Report For Demonstration Purpose Only 2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road, Goregaon(W), Mumbai - Tel: 022-61838000/61486000 e-mail. [email protected] m  A presentation specially compiled for Mr Paresh Chavan (please refer subsequent pages) Presented by

Upload: samir249

Post on 04-Nov-2015

6 views

Category:

Documents


0 download

DESCRIPTION

plan

TRANSCRIPT

  • Sample Report For Demonstration Purpose Only2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road, Goregaon(W), Mumbai - 400 062.

    Tel: 022-61838000/61486000 e-mail. [email protected]

    A presentation specially compiled for

    Mr. Paresh Chavan

    (please refer subsequent pages)

    Presented by

  • Sample Report For Demonstration Purpose Only

    2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,Goregaon(W), Mumbai - 400 062.Tel: 022-61838000/61486000e-mail. [email protected]

    Age 18Forever Crorepati specially prepared for Mr. Paresh Chavan

    Forecasted Insurance Benefits

    Fin. Year Ending

    Age Risk Cover (Natural Death)

    For the Year

    Payment Returns Cash Flow

    Cash Value

    Loan Available

    00-62,987062,9871,01,79,1801831/03/2015

    00-62,218062,2181,02,70,8601931/03/2016

    050,293-62,218062,2181,03,62,5402031/03/2017

    66,5001,10,760-62,218062,2181,04,54,2202131/03/2018

    91,2501,51,972-62,218062,2181,05,45,9002231/03/2019

    1,09,5001,82,367-62,218062,2181,06,37,5802331/03/2020

    1,45,2502,42,283-62,218062,2181,07,29,2602431/03/2021

    1,75,2502,91,948-62,218062,2181,08,20,9402531/03/2022

    2,05,7503,42,820-62,218062,2181,09,12,6202631/03/2023

    2,37,0003,94,962-62,218062,2181,10,04,3002731/03/2024

    2,69,2504,48,704-62,218062,2181,10,95,9802831/03/2025

    2,99,0004,98,274-62,218062,2181,11,87,6602931/03/2026

    3,29,2505,48,766-62,218062,2181,12,79,3403031/03/2027

    3,60,2506,00,510-62,218062,2181,13,71,0203131/03/2028

    3,92,0006,53,478-62,218062,2181,15,00,9003231/03/2029

    4,25,0007,08,376-62,218062,2181,16,02,1303331/03/2030

    4,59,2507,65,314-62,218062,2181,17,03,3603431/03/2031

    4,95,0008,25,062-62,218062,2181,18,04,5903531/03/2032

    5,32,5008,87,665-62,218062,2181,19,24,9203631/03/2033

    5,72,2509,53,685-62,218062,2181,20,54,8003731/03/2034

    6,14,25010,23,664-62,218062,2181,22,03,7803831/03/2035

    6,50,75010,84,564-62,218062,2181,23,90,9603931/03/2036

    6,89,00011,48,255-62,218062,2181,26,73,6404031/03/2037

    7,29,25012,15,618-62,218062,2181,29,56,3204131/03/2038

    7,72,25012,87,185-62,218062,2181,32,39,0004231/03/2039

    8,18,00013,63,524-62,218062,2181,35,21,6804331/03/2040

    8,67,25014,45,240-62,218062,2181,38,42,5604431/03/2041

    9,20,00015,33,488-62,218062,2181,41,63,4404531/03/2042

    9,77,25016,28,736-62,218062,2181,44,84,3204631/03/2043

    10,39,75017,32,977-62,218062,2181,49,38,9004731/03/2044

    11,08,50018,47,373-62,218062,2181,54,12,5804831/03/2045

    11,84,25019,73,637-62,218062,2181,59,81,7604931/03/2046

    12,68,50021,14,355-62,218062,2181,65,50,9405031/03/2047

    13,73,25022,88,853-62,218062,2181,71,20,1205131/03/2048

    15,10,00089,80,756-62,218062,2181,76,89,3005231/03/2049

    05,20,284095,11,80095,11,8001,11,36,6955331/03/2050

    05,49,5076,88,7736,88,77301,11,36,6955431/03/2051

    05,75,6746,88,7736,88,77301,11,36,6955531/03/2052

    06,02,2236,88,7736,88,77301,11,36,6955631/03/2053

    06,29,3456,88,7736,88,77301,11,36,6955731/03/2054

    The figures presented in this entire illustration are indicative and solely for the purpose of understanding the possible benefits from the proposed insurance. The benefits are not guaranteed and the actual results may depend on the future performance of the insurer.

    Disclaimer :

  • Sample Report For Demonstration Purpose Only

    2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,Goregaon(W), Mumbai - 400 062.Tel: 022-61838000/61486000e-mail. [email protected]

    Age 18Forever Crorepati specially prepared for Mr. Paresh ChavanFin. Year Ending

    Age Risk Cover (Natural Death)

    For the Year

    Payment Returns Cash Flow

    Cash Value

    Loan Available

    06,57,0406,88,7736,88,77301,11,36,6955831/03/2055

    06,85,1176,88,7736,88,77301,11,36,6955931/03/2056

    07,13,5766,88,7736,88,77301,11,36,6956031/03/2057

    07,42,6086,88,7736,88,77301,11,36,6956131/03/2058

    07,71,6406,88,7736,88,77301,11,36,6956231/03/2059

    08,01,0546,88,7736,88,77301,11,36,6956331/03/2060

    08,30,6596,88,7736,88,77301,11,36,6956431/03/2061

    08,60,4556,88,7736,88,77301,11,36,6956531/03/2062

    08,90,4426,88,7736,88,77301,11,36,6956631/03/2063

    09,20,2386,88,7736,88,77301,11,36,6956731/03/2064

    09,50,0346,88,7736,88,77301,11,36,6956831/03/2065

    09,79,8306,88,7736,88,77301,11,36,6956931/03/2066

    010,09,4356,88,7736,88,77301,11,36,6957031/03/2067

    010,38,8496,88,7736,88,77301,11,36,6957131/03/2068

    010,68,0726,88,7736,88,77301,11,36,6957231/03/2069

    010,96,9136,88,7736,88,77301,11,36,6957331/03/2070

    011,25,3726,88,7736,88,77301,11,36,6957431/03/2071

    011,53,2586,88,7736,88,77301,11,36,6957531/03/2072

    011,80,7626,88,7736,88,77301,11,36,6957631/03/2073

    012,07,8846,88,7736,88,77301,11,36,6957731/03/2074

    012,34,2426,88,7736,88,77301,11,36,6957831/03/2075

    012,60,2186,88,7736,88,77301,11,36,6957931/03/2076

    012,85,4306,88,7736,88,77301,11,36,6958031/03/2077

    013,09,8786,88,7736,88,77301,11,36,6958131/03/2078

    013,33,7536,88,7736,88,77301,11,36,6958231/03/2079

    013,56,8646,88,7736,88,77301,11,36,6958331/03/2080

    013,79,2116,88,7736,88,77301,11,36,6958431/03/2081

    014,00,9856,88,7736,88,77301,11,36,6958531/03/2082

    014,21,8046,88,7736,88,77301,11,36,6958631/03/2083

    014,42,0506,88,7736,88,77301,11,36,6958731/03/2084

    014,61,5326,88,7736,88,77301,11,36,6958831/03/2085

    014,81,0146,88,7736,88,77301,11,36,6958931/03/2086

    014,99,7326,88,7736,88,77301,11,36,6959031/03/2087

    015,18,8326,88,7736,88,77301,11,36,6959131/03/2088

    015,37,7416,88,7736,88,77301,11,36,6959231/03/2089

    015,57,2236,88,7736,88,77301,11,36,6959331/03/2090

    015,82,0536,88,7736,88,77301,11,36,6959431/03/2091

    016,03,8276,88,7736,88,77301,11,36,6959531/03/2092

    016,45,0836,88,7736,88,77301,11,36,6959631/03/2093

    016,85,3846,88,7736,88,77301,11,36,6959731/03/2094

    017,78,2106,88,7736,88,77301,11,36,6959831/03/2095

    018,44,1056,88,7736,88,77301,11,36,6959931/03/2096

    0025,32,87825,32,87801,11,36,69510017/11/2096

    The figures presented in this entire illustration are indicative and solely for the purpose of understanding the possible benefits from the proposed insurance. The benefits are not guaranteed and the actual results may depend on the future performance of the insurer.

    Disclaimer :

  • Sample Report For Demonstration Purpose Only

    2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,Goregaon(W), Mumbai - 400 062.Tel: 022-61838000/61486000e-mail. [email protected]

    Age 18Forever Crorepati specially prepared for Mr. Paresh Chavan 1,16,90,199 3,20,38,0374,37,28,236

    Returns in the Year indicates Normal Cash Flow and /or Cash Flow taken from L.I.C. in installments (Inclusive of Interest).

    Explanatory Notes

    Personal Data

    Key Assumptions

    DOB: 17/11/1996Projections Bonus: On applicable plans, last declared reversionary bonus has been considered for the purpose of projected Riskcover

    and Returns.Terminal Bonus: On applicable plans, last declared terminal bonus of their respective matching discontinued plans has also been considered.

    The figures presented in this entire illustration are indicative and solely for the purpose of understanding the possible benefits from the proposed insurance. The benefits are not guaranteed and the actual results may depend on the future performance of the insurer.

    Disclaimer :

  • Sample Report For Demonstration Purpose Only

    2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,Goregaon(W), Mumbai - 400 062.Tel: 022-61838000/61486000e-mail. [email protected]

    Age 18Forever Crorepati specially prepared for Mr. Paresh Chavan

    Premium Breakup & Tax Implication (for the year)

    Fin. Year Ending

    Basic u/s 80 CCE

    Eligible Amount

    u/s 80 D

    Tax Ben. @30.9%

    Tax Ben. @0%

    Total BenefitEligible Amount

    18,59131/03/2015 62,987 60,164 18,591 0 0

    18,59131/03/2016 62,218 60,164 18,591 0 0

    18,59131/03/2017 62,218 60,164 18,591 0 0

    18,59131/03/2018 62,218 60,164 18,591 0 0

    18,59131/03/2019 62,218 60,164 18,591 0 0

    18,59131/03/2020 62,218 60,164 18,591 0 0

    18,59131/03/2021 62,218 60,164 18,591 0 0

    18,59131/03/2022 62,218 60,164 18,591 0 0

    18,59131/03/2023 62,218 60,164 18,591 0 0

    18,59131/03/2024 62,218 60,164 18,591 0 0

    18,59131/03/2025 62,218 60,164 18,591 0 0

    18,59131/03/2026 62,218 60,164 18,591 0 0

    18,59131/03/2027 62,218 60,164 18,591 0 0

    18,59131/03/2028 62,218 60,164 18,591 0 0

    18,59131/03/2029 62,218 60,164 18,591 0 0

    18,59131/03/2030 62,218 60,164 18,591 0 0

    18,59131/03/2031 62,218 60,164 18,591 0 0

    18,59131/03/2032 62,218 60,164 18,591 0 0

    18,59131/03/2033 62,218 60,164 18,591 0 0

    18,59131/03/2034 62,218 60,164 18,591 0 0

    18,59131/03/2035 62,218 60,164 18,591 0 0

    18,59131/03/2036 62,218 60,164 18,591 0 0

    18,59131/03/2037 62,218 60,164 18,591 0 0

    18,59131/03/2038 62,218 60,164 18,591 0 0

    18,59131/03/2039 62,218 60,164 18,591 0 0

    18,59131/03/2040 62,218 60,164 18,591 0 0

    18,59131/03/2041 62,218 60,164 18,591 0 0

    18,59131/03/2042 62,218 60,164 18,591 0 0

    18,59131/03/2043 62,218 60,164 18,591 0 0

    18,59131/03/2044 62,218 60,164 18,591 0 0

    18,59131/03/2045 62,218 60,164 18,591 0 0

    18,59131/03/2046 62,218 60,164 18,591 0 0

    18,59131/03/2047 62,218 60,164 18,591 0 0

    18,59131/03/2048 62,218 60,164 18,591 0 0

    18,59131/03/2049 62,218 60,164 18,591 0 0

    031/03/2050 95,11,800 0 0 0 0

    6,50,68521,05,740 001,16,90,199 6,50,685

    The figures presented in this entire illustration are indicative and solely for the purpose of understanding the possible benefits from the proposed insurance. The benefits are not guaranteed and the actual results may depend on the future performance of the insurer.

    Disclaimer :

  • Sample Report For Demonstration Purpose Only

    2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,Goregaon(W), Mumbai - 400 062.Tel: 022-61838000/61486000e-mail. [email protected]

    Age 18Forever Crorepati specially prepared for Mr. Paresh Chavan

    Proposed Insurance

    ID Com.Date Plan Name Term/PPT

    Basic Sum Assured

    Md ^ Install. Premium

    Y1 17/11/2014 815-New Jeevan Anand 35/35 19,10,000 51,307Y2 17/11/2014 823-Amulya Jeevan - II 35/35 77,00,000 10,716O3 17/11/2049 189-Jeevan Akshay - VI 0/ 1 0 95,11,800

    96,10,000

    Annual Premium : 95,73,823

    Annuity Details of Pension Plans

    ID Plan Name Term/PPT Annuity Start Date

    Age NCO CommutedAmount

    Purchase Price

    Annuity Amount

    Md Annuity Option

    17/11/50 54 Y For life with return of purchase price on death

    189 - Jeevan Akshay - VI 0/ 1 92,26,695 0 92,26,695 6,88,7733

    Modewise Summary of Installment Premiums

    ID Com.Date Plan/Tm/PPT *Bonus Rate

    FAB

    MonthlyQuaterlyHalf YearlyYearly ** Daily

    Premium

    Single

    51,307 25,946 13,118 4,37317/11/20141 2300 48815/35/35 140.570

    11,680 5,956 0 017/11/20142 823/35/35 32.000

    0 0 0 017/11/20493 189/ 0/ 1 0.0095,11,800

    62,987 31,902 13,118 4,373 172.5795,11,800

    '^' : - 1. Premiums indicated are inclusive of service tax.2. '*' : - Assuming LIC will declare the above mentioned bonus rates for the year ended 31/03/2015.

    3. '**' : - Daily premium is for indicative purpose only. Formula used - (Yearly Premium/365).

    Medical Requirement Details

    Yes1,00,87,500: :Sum at Risk Medical by DMR

    Rest ECG, Haemogram, SBT-13, RUA

    The figures presented in this entire illustration are indicative and solely for the purpose of understanding the possible benefits from the proposed insurance. The benefits are not guaranteed and the actual results may depend on the future performance of the insurer.

    Disclaimer :