Jaisi Jarurat Waisa Insurance: Bajaj - Allianz India, S Fastest Growing Government Undertakinginsurance Company

Bajaj Allianz General Insurance Co. Ltd.

BAJAJ | ALLIANZ
INDIA,S FASTEST GROWING GOVERNMENT
UNDERTAKINGINSURANCE COMPANY
JAISITLC
JARURAT WAISA
– Team Life Care. INSURANCE
No.1 Channel Partner

Why Life Insurance ?????

Fast Track Life
Nuclear Families
Job demands
Traveling
future Security
Investments
Tax Benefits
JAISITLC
JARURAT WAISA

Instrument Safety Liquidity Post Tax Tax Life Cover

Returns efficiency
PF High Low Good Good None
Shares Low Average Uncertain Low None
KVP/NSC High Low Average Low None
Bonds, FD Average Average Low Low None
Mutual Fund Average High Uncertain Average None
Post Saving High Low Average Average None

Schemes
LIFE HIGH LOW GOOD HIGH YES
INSURANCE
JAISITLC
JARURAT WAISA

BAJAJ HOLDINGS & INVESTMENTS LTD
(formerly Bajaj Auto Ltd)

(Holding Co: Bajaj Finserv Ltd w.e.f. 23rd May 2008)
One of the largest 2 & 3 wheeler manufacturers in the

world
Bajaj Auto finance one of the largest auto finance cos. in
India
Total income (results of 31.03.2008) - Rs. 91688 million
JAISITLC
JARURAT WAISA

Allianz SE
Established in 1890-118 yrs of Insurance expertise
One of the world’s Largest Insurance co. by revenue (2007) Rs 681,816 Cr (Euro
102,298 million)
3rd largest Assets Under Management (AUM) & largest amongst Insurance cos. -
AUM of Rs 5,096,199 Cr (Euro 764,621 million)
50 % of global business from Life Insurance, close to 60 million lives insured

globally
More than 70 countries, 181,000 employees worldwide
Insurance to almost half of the Fortune 500 cos.
JAISITLC
JARURAT WAISA

Most Profitable Pvt. Life Insurance Co Rs.63cr (US $

15.3 mn.) profit for FY 06-07
Over 2 million (20,79,217) policies in 2006-07 – highest
amongst all pvt. Sector players and taking the number
1 position.
Have sold over 3.4 million policies (34,72,875) in 2007-
08.
Largest distribution network to reach the customers
across the country with 300000+ agents, 1000+ offices in
840 towns, 200 corporate agents & Bancassurance
partners
JAISITLC
JARURAT WAISA

More than 39,05,112 customers have selected Bajaj Allianz
Every day more than 4000 Policies issued online.
JAISITLC
JARURAT WAISA

Accelerated Growth
Fiscal Year No of policies New Business

Sold in FY in FY
2001-2002 (6mths) 21,376 Rs 7 cr.
2002-2003 1,15,965 Rs 69 cr.
2003-2004 1,86,443 Rs 180 cr.
2004-2005 2,88,189 Rs 857 cr.
2005-2006 7,81,685 Rs 2717 cr.
2006-2007 20,79,217 Rs 4270 cr.
2007-2008 37,44,742 Rs 6491.72
JAISITLC
JARURAT WAISA

Amount of claims paid since inception is more than

Rs. 295,00,00,000.00
Settled more than 1,95,000 claims.
JAISITLC
JARURAT WAISA

Bajaj Allianz is a customer friendly & best services

company in Insurance Industry.
JAISITLC
JARURAT WAISA

OUR PRODUCTS
1)CAPITAL SHEILD
2)FORTUNE PLUS
3)CENTURY PLUS
4)UNIT GAIN PLUS GOLD
5)NEW UNIT GAIN
6)NEW UNIT GAIN PLUS S.P.
7)NEW UNIT GAIN PREMIER S.P.
JAISITLC
JARURAT WAISA

BAJAJ|Allianz
PRESENTS
1) SINGLE PREMIUM PRODUCT

2) GUARANTEED MINIMUM MATURITY BENEFIT EQUAL TI 1 ST PREMIUM
3) 98% OF THE SINGLE PRIMIUM IS ALLOCATED
4) SWITCHING OPTION IS AVALABLE
5) CHOISE OF 2 FUNDS
6) PARTIAL OR FULL WIDRAWAL FACILITY IS AVALABLE
7) DOUBLE TAX BENEFIT UNDER SEC 80C &10(10D)AS PER TAX LAWS
JAISITLC
JARURAT WAISA

EXPECTED GROWTH 12 % UNDER THIS PLAN
L.Y.FUND VALUE PREMIUM ALLOCATION GROWTH FUND VALUE
50000 49000 5880 54880
54880 0 0 10976 65856
65856 0 0 13171.2 79027.2
79027.2 0 0 15805.44 94832.64
94832.64 0 0 18966.528 113799.168
113799.168 0 0 22759.834 136559.0016
JAISITLC
JARURAT WAISA

BAJAJ|Allianz
Presents
KEY FEATURS
1)REGULAR PREMIUM PRODUCT
2)ALLOCATION 84%94%94%
3)GUARANTEED DEATH BENEFIT (SUM ASSURED +FUND VALUE)
4)PARTIAL OR FULL WIDRAWAL FACILITY AFTER 3 YEARS
5)NO SURENDER CHARGES AFTER 3rd YEAR
6)DOUBLE TAX BENEFIT AS PER TAC LAW (SEC 80c+10(10d)
7)CHOICE OF 8 INVESTMENT FUNDS
JAISITLC
JARURAT WAISA

EXPECTED GROWTH 20%PA. UNDER THIS PLAN
LT YR.FUND VALUE PREMIUM ALLOCATION GROWTH FUND VALUE
25000 20000 4000 24000
24000 25000 23500 9500 57000
57000 25000 23500 16100 96600
96600 0 0 19320 115920
115920 0 0 23184 139104
139104 0 0 27820.8 166924.8
166924.8 0 0 33384.96 200309.76
200309.76 0 0 40061.952 240371.712
240371.712 0 0 48074.3424 288446.0544
288446.0544 0 0 57689.21088 346135.2653
JAISI JARURAT
TLC – Team WAISA
Life Care. INSURANCE

BAJAJ|Allianz
PRESENTS
KEY BINIFITS UNDER THIS PLAN

2)ALLOACATIN 98%1ST YEAR AND THEN 100 % AFTER THE YEAR
3)FROM THE 6 th YEAR GUARANTEED 6%BONUS ON 1st PREMIUM
4)GUARANTEED DEATH BENEFIT ( SUM ASSURED + FUND VALUE)
5)PARTIAL OR FULL WIDRAWAL FACILITY AFTER 3 YEARS
6)WHEEL OF LIFE INVESTMENT STRATEGY
7)DOUBLE TAX BENEFITS AS PER TAC LAW (SEC 80C & 10(10D))
JAISITLC
JARURAT WAISA

UNDER THIS PLAN EXPECTED GROWTH 20%P.A.
LAST YR.FUND VALUE PREMIUM ALLOCATION GROWTH FUND VALUE

25000 24500 4900 29400
29400 25000 25000 10880 65280
65280 25000 25000 18056 108336
108336 0 0 21667.2 130003.2
130003.2 0 0 26000.64 156003.84
156003.84 0 0 31200.768 187204.608
187204.608 0 0 37440.9216 224645.5296
224645.5296 0 0 44929.10592 269574.6355
269574.6355 0 0 53914.9271 323489.5626
323489.5626 0 0 64697.91252 388187.4751

TLCJAISI
– Team Life Care.
JARURAT No.1 Channel
WAISA Partner
INSURANCE

BAJAJ|Allianz
PRESENTS
KEY BENEFITS

2)ALLOCATION 70%96% 96% FIST 3 YEARS
3)GUARANTEED DEATH BENEFIT
4)CHOICE OF 8 FUNDS
5)PARTIAL OR FULL WIDRAWAL FACILTY
6)BEST SAVIN AND INVESTMENT PLAN
7) DDOUBLE TAX BENEFITS AS PER TAX LAW (SEC 80C& SEC 10 (10D)
JAISITLC
JARURAT WAISA

EXPECTED GROWTH 20% P.A. UNDER THIS PLAN

LAST YR.FUND
VALUE PREMIUM ALLOCATION GROWTH FUND VALUE
25000 19000 3800 22800
22800 25000 24000 9360 56160
56160 25000 24000 16032 96192
96192 0 0 19238.4 115430.4
115430.4 0 0 23086.08 138516.48
138516.48 0 0 27703.296 166219.776
166219.776 0 0 33243.955 199463.7312
199463.7312 0 0 39892.746 239356.4774
239356.4774 0 0 47871.295 287227.7729
287227.7729 0 0 57445.555 344673.3275

TLCJAISI
– Team Life Care.
WAISA Partner
INSURANCE

BAJAJ|Allianz
PRESENTS
KEY BENEFITS
1)SINGLE PREMIUM PRODUCT
2)NO SURENDER CHARGES AFTER 3 YEARS
5)CHOICE OF 8 INVESTMENT FUNDS
6)PARTIAL OR FULL WIDRAWAL AVAILABLE
7)DOUBLE TAX BENEFIT AS PER TAX LAW ( SEC 80C AND SEC
10(10D)
JAISITLC
JARURAT WAISA

EXPECTED GROWTH 20 P.A. UNDER THIS PLAN
LAST YR.FUND
50000 49000 9800 58800
58800 0 0 11760 70560
70560 0 0 14112 84672
84672 0 0 16934.4 101606.4
101606.4 0 0 20321.28 121927.68
121927.68 0 0 24385.536 146313.216

TLCJAISI
– Team Life Care.
WAISA Partner
INSURANCE

BAJAJ|Allianz
PRESENTS
KEY BENEFITS
1)SINGLE PREMIUM PRODUCT
2)5%BONUS ON PREMIUM
4)DOUBLE TAX BENEFIT AS PER TAX LAW (SEC80C &SEC 10(10D))
5)PARTIAL OR FULL WIDRAWL AVAILABLE AFTER 3 YEARS
6)SWITCHIN OPTION IS ALSO AVALABLE 2 CHANGE UR FUNDS
JAISITLC
JARURAT WAISA

EXPECTED GROWTH UNDER THIS PRODUCT20%P.A.
LAST YR.FUND
1000000 1050000 210000 1260000
1260000 0 0 252000 1512000
1512000 0 0 302400 1814400
1814400 0 0 362880 2177280
2177280 0 0 435456 2612736
2612736 0 0 522547.2 3135283.2
JAISITLC
JARURAT WAISA

Thank you
from
Rahul Agrawal
Assistant sales manager

Bajaj allianz paratwada
FOR BEST INSURANCE SERVICES MAIL ME
Rahul.Agrawal014@sm.bajajallinz.co.in
JAISITLC
JARURAT WAISA

Jaisi Jarurat Waisa Insurance: Bajaj - Allianz India, S Fastest Growing Government Undertakinginsurance Company

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Jaisi Jarurat Waisa Insurance: Bajaj - Allianz India, S Fastest Growing Government Undertakinginsurance Company

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Bajaj Allianz General Insurance Co. Ltd.

Why Life Insurance ?????

Instrument Safety Liquidity Post Tax Tax Life Cover

Shares Low Average Uncertain Low None

KVP/NSC High Low Average Low None

Bonds, FD Average Average Low Low None

Mutual Fund Average High Uncertain Average None

Post Saving High Low Average Average None

BAJAJ HOLDINGS & INVESTMENTS LTD

(formerly Bajaj Auto Ltd)

One of the largest 2 & 3 wheeler manufacturers in the

50 % of global business from Life Insurance, close to 60 million lives insured

Most Profitable Pvt. Life Insurance Co Rs.63cr (US $

More than 39,05,112 customers have selected Bajaj Allianz

Every day more than 4000 Policies issued online.

Fiscal Year No of policies New Business

Amount of claims paid since inception is more than

Settled more than 1,95,000 claims.

Bajaj Allianz is a customer friendly & best services

1) SINGLE PREMIUM PRODUCT

EXPECTED GROWTH 12 % UNDER THIS PLAN

L.Y.FUND VALUE PREMIUM ALLOCATION GROWTH FUND VALUE

50000 49000 5880 54880

54880 0 0 10976 65856

65856 0 0 13171.2 79027.2

79027.2 0 0 15805.44 94832.64

94832.64 0 0 18966.528 113799.168

113799.168 0 0 22759.834 136559.0016

EXPECTED GROWTH 20%PA. UNDER THIS PLAN

LT YR.FUND VALUE PREMIUM ALLOCATION GROWTH FUND VALUE

25000 20000 4000 24000

24000 25000 23500 9500 57000

57000 25000 23500 16100 96600

96600 0 0 19320 115920

115920 0 0 23184 139104

139104 0 0 27820.8 166924.8

166924.8 0 0 33384.96 200309.76

200309.76 0 0 40061.952 240371.712

240371.712 0 0 48074.3424 288446.0544

288446.0544 0 0 57689.21088 346135.2653

KEY BINIFITS UNDER THIS PLAN

UNDER THIS PLAN EXPECTED GROWTH 20%P.A.

LAST YR.FUND VALUE PREMIUM ALLOCATION GROWTH FUND VALUE

323489.5626 0 0 64697.91252 388187.4751

1)REGULAR PREMIUM PRODUCT

EXPECTED GROWTH 20% P.A. UNDER THIS PLAN

287227.7729 0 0 57445.555 344673.3275

EXPECTED GROWTH 20 P.A. UNDER THIS PLAN

50000 49000 9800 58800

58800 0 0 11760 70560

70560 0 0 14112 84672

84672 0 0 16934.4 101606.4

101606.4 0 0 20321.28 121927.68

121927.68 0 0 24385.536 146313.216

EXPECTED GROWTH UNDER THIS PRODUCT20%P.A.

1000000 1050000 210000 1260000

1260000 0 0 252000 1512000

1512000 0 0 302400 1814400

1814400 0 0 362880 2177280

2177280 0 0 435456 2612736

2612736 0 0 522547.2 3135283.2

Assistant sales manager