Tata AIA Life confidential and Proprietary information.

Not for Distribution

The futurebelongs to those who
believe in the beauty of their dreams

Tata AIA Life confidential and Proprietary information. Not for Distribution 2
While some dreamt, you worked towards Your dream,
and decided to pursue

BIGGER OPPORTUNITY…

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…BIGGER OPPORTUNITY
x to be a LIFE PLANNER

Being a Life
Planner is matter of
x
pride for you and loved ones

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Why it is matter of pride?

You get to protect precious life,

not just one life but that entire family.

Tata AIA Life confidential and Proprietary information. Not for Distribution 5
 While you protect life
you also get 4E ofx Opportunity

Exclusive Career Path Exceptional Earning Opportunity

Exploring World Expert in being a Rakshakarta

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 Exclusive Career Path
3 levels of Life Planner
Achieve the Goal Sheet of 7.2 L EP TOT
& get promoted to next level

EXECUTIVE
LIFE PLANNER COT
GS 7.2 Lacs
SENIOR
LIFE PLANNER
GS 7.2 Lacs MDRT
LIFE PLANNER

EP – Eligible Premium | GS – Goal Sheet Tata AIA Life confidential and Proprietary information. Not for Distribution 7
 Exceptional Earning Opportunity

First Year Renewal

PDE Reward
Commission Commission

Advisor Earning Life Planner Earning

Base Commission Differential Commission

Renewal Commission Renewal Commission

Professional Development Expenditure

• Training attendance is mandatory | Differential payout on select products

• Higher earning opportunity on promotion/s
• PDE to be released on target achievement & training completion
Tata AIA Life confidential and Proprietary information. Not for Distribution 8
 Exceptional Earning Opportunity

LP SLP ELP ` 81,43,714

PDE Monthly 4000 7000 14000
TOP 5 Life Planners
Special
Differential Commission Yes Yes Yes Average Earning
Payout
YTD’ Nov 18 performance
Personalized ID card Yes Yes Yes
Accidental cover 3 Lakhs 5 Lakhs 10 Lakhs

Graduation / Promotion Day Yes Yes Yes

Other
Benefits
Premier Learning Academy Yes Yes Yes ` 60,06,144
Sales Leads -NA- Yes Yes
1 day stay extension -NA- Yes Yes TOP 10 Life Planners
Average Earning
External Certification -NA- AIA and NCFM IIM, AIA, NCFM

YTD Feb-20 | Income = FYC+PDE+Contest

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Tata AIA Life confidential and Proprietary information. Not for Distribution
 Exploring World
Opportunity to attend
world class training conventions at
National and International Destination

Abu Dhabi Almaty Bangkok Greece

1051 575 714 326

Rome Maldives Sydney + Gold Dubai

210 1412 Coast 437 820

Training conclave qualifiers count for FY’20

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Expert in being a Rakshakarta

Be a true Rakshakarta
by helping people secure financial future
Expertise required to be a true Rakshakarta

Client Domain Consultative Life Insurance

Focused Expert Selling Specialist

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How the Organisation Supports
you in your journey?

Tata AIA Life confidential and Proprietary information. Not for Distribution 12
Best in class Precious Products

Protection
• Sampoorna Raksha (upto 100 years)
• Sampoorna Raksha + (upto 100 years)
Savings
• Smart Income Plus (SIP)
• Guarantee Monthly Income Plan (GMIP)
• Diamond Savings Plan (DSP)
• Guaranteed Return Income Plan (GRIP)

HNI Retirement Combo Solutions

• Fortune Guarantee (FG) • Smart Annuity Plan (SAP) • Secure Saving Solutions (SSS)
• Fortune Pro • Guarantee Monthly • Secure Gold Income (SGI )
• Fortune Maxima Income Plan (GMIP) • Premier Life Solution (PLS)
• Wealth Pro • Guaranteed Return
• Wealth Maxima Income Plan (GRIP)

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Digital Sales Support

Digital Sales Process Digital Sales Tool & Virtual Meeting

Sell Online for seamless customer onboarding Connect with you client anytime anywhere

Tata AIA Life confidential and Proprietary information. Not for Distribution 14
Capability Development Program

Best in class, Structured and Specialized

3 years Capability Development Program Blended Learning External Certification
Classroom + eLearning NCFM|AIA |IIM

Blended Learning methodology

focusing on Skill Transfer (KASH) Blended Learning methodology

Get certified on prestigious courses like

NCFM and AIA international K A S H
Knowledge Attitude Skill Habit
Attend IIM Management 100% Face to Face Learning
Development Program Online 40% Tutorial, 40% Practice, 20% Skills Assessment

*IIM: Indian Institute of Management, *NCFM: National stock exchange’s certification in financial market

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 Cutting Edge Technology

• To deliver delight in real time,

sales to service at your
fingertips
• Paperless transactions, work
seamlessly on i-pads, Tabs &
online solutions Sell Online Good Connect LEAD

Good Friend Secure Life Prism

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Operational Support

Higher Non-Medical
Preferential Underwriting
Underwriting Limit (NML)

Dedicated Underwriting Team

to prioritize your requirements
Special Non-Medical
Underwriting Limits
99.07%
Claims Settlement Ratio
FY 18 -19
Faster Policy Issuance No Additional Requirement
Increased productivity on the job for higher NML cases, ‘iAAA’ rating for Claims Paying
& Improved earning improved consumer satisfaction Ability by IRDA

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How can you become LP?

Self Code Maximum Entry Age

with Tata AIA Life 55 years

Eligible Premium* Lapse Ratio Persistency

2/3 Lakhs Less than 10% 75%

TAB DOA ^ / ADOA Approval

Mandatory interview with DOA/ ADOA

BLP 1 - Mandate
Complete the Basic Learning Program 1

EX-SELL-ERATOR Basic Learning Program 1

EP
(1-day training) ( 2 days training)
2 lakhs Not eligible ü
≥ 3 lakhs ü ü
*Eligible Premium (EP) - Based on Product Credits
^DOA approval is mandate for 1-day Training route | `EP criteria will be based on last 12 months rolling cycle Terms & Conditions Apply
Tata AIA Life confidential and Proprietary information. Not for Distribution 18
 LifePlanner
The information contained in this communication has been prepared by Tata AIA Life Insurance Ltd. and is intended solely for the use of the individual or entity to whom it is addressed and
other authorized to receive it. If you are not the intended recipient you are hereby notified that any disclosure, copying, distribution or taking any action in reliance on the contents on this
information is strictly prohibited and may be unlawful. This presentation may contain data including statements regarding our intent, belief or current expectations with respect to advisors
businesses and their possible payouts, which are purely based on our assumptions and hence should not be constructed in any way as final and binding. Tata AIA management reserves the
right to change any aspect of the life planner programme any time without any prior notice.

Strictly for internal circulation and not meant for distribution to public. Training & education material and not to be used for solicitation

Tata AIA Life Insurance Company Ltd. (IRDA of India Regn. No.110) CIN No. U66010MH2000PLC128403
Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai – 400013

For any information including cancellation, claims and complaints, please contact our Insurance Advisor or visit Tata AIA Life’s nearest branch office or call 1-860-266-9966 (local
charges apply) or write to us at customercare@tataaia.com. Visit us at: www.tataaia.com or SMS 'LIFE’ to 58888
You may also write to us on product.helpline@tataia.com for any product related queries.
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Tata AIA Life confidential and Proprietary information. Not for Distribution