ABSLI Need Analysis and Product Suitability Matrix

Your Personal Details

Name: Current Age:

Gender: Male / Female Occupation: Salaried / Self Employeed / Others

Life Stage Information

Single Married Married & Married & Retired

have young have grownup
kids kids

Your Existing Insurance Portfolio

Plan Type Sum Assured

ULIP  

Traditional  

Protection  

Health  

Income Life Insured’s

Risk Goal Plan Name
group Age group

Child's Child's
Conservative

Upto 35 years Retirement Savings/Wealth Creation ABSLI Guaranteed Milestone Plan

less than Marriage Education
5 lakhs 36 - 50 years
51 - 60 years Child's Marriage Child's Education Savings/Wealth Creation ABSLI Income Assured Plan
5 - 10 lakhs
10 lakhs+ Upto 35 years
Savings/Wealth Creation Retirement ABSLI SecurePlus Plan
36 - 50 years

ABSLI Vision Endowment

Child's Marriage Child's Education Savings/Wealth Creation
Plus Plan
Upto 35 years
less than
5 lakhs 36 - 50 years
Retirement Savings/Wealth Creation Legacy Planning ABSLI Vision LifeIncome Plan
Moderate

51 - 60 years
5 - 10 lakhs

10 lakhs+ Savings/Wealth Creation ABSLI Vision LifeSecure Plan

Upto 35 years
36 - 50 years Savings/Wealth Creation Retirement Planning ABSLI Monthly Income Plan
51 - 55 years

ABSLI Wealth Aspire Plan

Upto 35 years (Assured Option)
Child's Education Child's Marriage
36 - 50 years
ABSLI Wealth Assure Plus
(Assured Option)
Aggressive

Retirement Planning Savings/Wealth Creation Legacy Planning ABSLI Wealth Secure Plan
5 - 10 lakhs
10 lakhs+ Upto 35 years
Savings/Wealth Creation ABSLI Wealth Aspire Plan
36 - 50 years
(Classic Option)
51 - 65 years

Savings/Wealth Creation ABSLI Fortune Elite Plan

Upto 35 years
36 - 50 years ABSLI Wealth Assure Plus
Savings/Wealth Creation
(Classic Option)
51 - 55 years
 Product Recommendations Basis Goal

(to be filled by Advisor / Person soliciting the insurance policy)

1. Name of Product: 2. Name of Product:

I /We hereby certify that I/we believe that the product/s recommended by me/us above is suitable for the proposer, based on the information submitted by
him/her, as recorded above.

I/We declare that the policy recommended has been fully explained to the proposer, including about the terms and conditions, exclusions, premium commitments
and various charges, as applicable.

Signature of the Agent/SP/QP/Employee Date :

Name & Code of Agent/SP/QP/Employee Place :

The above recommendation is based on the information provided by me. I have been explained about the features of the product and believe it would be
suitable for me based on my insurance needs and financial objectives.

I am not in agreement with the above recommendation and I have opted for the ABSLI __________________________________________as per my wish.

Signature of the Proposer :                                        Date : Place :

Life Insurance
Aditya Birla Sun Life Insurance Company Limited

“The Trade Logo “Aditya Birla Capital” Displayed Above Is Owned By ADITYA BIRLA MANAGEMENT CORPORATION PRIVATE LIMITED (Trademark Owner) And Used By ADITYA BIRLA SUN LIFE INSURANCE
COMPANYLIMITED (ABSLI) under the License.”

Aditya Birla Sun Life Insurance Company Limited (Formerly Birla Sun Life Insurance Company Limited) Registered Office: One Indiabulls Centre Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat
Marg, Elphinstone Road, Mumbai - 400013. IRDAI reg no.109 CIN: U99999MH2000PLC128110 VER1/NOV/2019 FOR/11/19-20/1283

BEWARE OF SPURIOUS / FRAUD PHONE CALLS!

IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.