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  • Analysis Goals Decide Objective Decidide Investment Goals Flexibility Check Charges / Features Check Performance

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    jaikrishna gangala
    16 views3 pages
    The document discusses different types of unit linked insurance plans (ULIPs) and factors to consider when selecting a ULIP. It notes that ULIPs provide both insurance and investment, allow flexibility through features like fund switching and partial withdrawals, and provide tax benefits. The key factors to consider include investment goals and objectives, charges and fees, fund performance, and policy terms.

    Original Description:

    Selecting a ULIP

    Original Title

    Selecting a ULIP

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    The document discusses different types of unit linked insurance plans (ULIPs) and factors to consider when selecting a ULIP. It notes that ULIPs provide both insurance and investment, allow flexibility through features like fund switching and partial withdrawals, and provide tax benefits. The key factors to consider include investment goals and objectives, charges and fees, fund performance, and policy terms.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    16 views3 pages

    Analysis Goals Decide Objective Decidide Investment Goals Flexibility Check Charges / Features Check Performance

    Uploaded by

    jaikrishna gangala
    The document discusses different types of unit linked insurance plans (ULIPs) and factors to consider when selecting a ULIP. It notes that ULIPs provide both insurance and investment, allow flexibility through features like fund switching and partial withdrawals, and provide tax benefits. The key factors to consider include investment goals and objectives, charges and fees, fund performance, and policy terms.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Insurance Goal setti ng

    Life Cover Education


    M aturity Benifit M arriage
    Death Benifit Retirem ent

    Investment Tax Benifits - 80C


    Debt Sum Assured 10
    Corporate Bond. Govt Times of prem ium
    Securities 5 years lockin
    Low
    Equity ULIP - Unit Linked
    Corporate Shares Investment Plan
    M edium - High
    Balanced
    Fixed Rate
    M edium
    NAV to keep a track of
    investments

    Selecting a ULIP

    Decidide Check
    Analysis Decide Check
    Investment Flexibility charges /
    Goals Objective Performance
    Goals features
    Switch
    Withdrawal
    Features

    Insur
    ance
    Personal Investment Goal
    Objec
    tive

    Flexibility Charges

    Inves Partia
    Fund Premi
    Policy tmen Admi Fund Disco l
    Mana um Mort Surre
    Tenur t nistra Switc ntinu With
    geme Alloc ality nder
    e tenur tion hing ation draw
    nt ation
    e al
    T y p e s o f U LIP

    Types of ULIP

    Retirement

    Wealth Collection

    Child Education

    Health Benifit

    PERFORMANCE OF FUNDS
     
     

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