Prepared by: Shilpa Dudeja Chief Managing Partner | shilpadudeja0@gmail.com M: 9716230329 This is a personalised benefit illustration generated at the request of the respected prospective client.Key Benefits ———— jw! A financial back-up which that can be Enhanced protection gives: to used as an extra income for female lives, with meet your important to meet yaur short-term milestones expenses re The mentioned points are only the salient features of the plan / riders please refer to the brochure(s document(s) for specific details on all terms and conditions nd policyeae eel! Regular Income paid from end of 1st Policy Year till the end of the Policy Term: @8% F 13,103 p.a. @4% & 7,237 p.a. Maturity Benefit vers Premium Payment Term @8% € 11,57,353 Years 12 @4% % 5,35,150 1 Policy #° Annualized Premium 36,000" Mee Macca % 4,32,000° | @8% F 17,86,297 a | @4% Z 8,82,526 PU aus Highest of * 11 times of Annualised Premium~ (including extra premium, if any) OR = Basic Sum Assured, which is the guaranteed maturity benefit OR + 105% of all premiums paid (including extra premium, if any) tl the date of death PLUS Interim Bonus (if declared) PLUS Terminal Bonus {if declared) ‘BEWARE OF SPURIOUS PHONE GALLS AND FICTITIOUS/FRAUDULENT OFFERS IROALIs rat irvelved in aetvrbes Ike selling ineurenes plies, annauncing bonus or nveetment ef premiums. Publlereteving such phone-c2s ere requested to ladge & police carpet The above example is for 36 year-old for Sum Assured of @ 3,97,247, PPT of 12 years. The Plan Optionis Life Goal Maximiser and Cash Payout (Immediate) as the chosen bouns option. The diagram is exclusive of rider benefits and premium, if any. *Premium is exclusive of GST and applicable cess, rider premiums, underwriting extra premiums (if any) and loadings for modal premium (if any), which will be charged over and above the mentioned premium. The actual amount of premium payable may vary based on the mode of premium payment. ~Annualised Premium is the premium payable in a policy year, excluding Goods and Services Tax, Cess, rider premium, underwriting extra premiums and loadings for madal premium, if any. *Please note that Bonuses are NOT guaranteed and may be as declared by the Company from time to time. “#The values are based on assumed investment rate of return of 4%% p.a. & 8%% p.a. These assumed rates of return are not guaranteed and they are not the upper or lower limits of what you might get back as the value of your policy is dependent on a numberof factors including future investment Performance you avail of tax benefits as per the Income Tax Act, 1961 subject to conditions as specified in those sections. Tax benefits are subjected to change as per tax laws. You are advised to consult yaur Tax Advisor for details. The given illustration is an extract of a separate, more detailed beneft illustration. For full details, please refer to the individual Benefit Illustration. The features and illustrations given here are for demonstration purpose only. Please check with the agent for official documents before concluding sale.Plan Details Customer Details Name of life insured Ms. Abe Age of life insured (in years) 36 years Gender of life insured Female Policy Details Name of the Product Kotak Fortune Maximiser UIN 107N125V01 Basic Sum Assured (in Rs.) % 3,97,247 Amount of Installment Premium (in Rs.) % 36,000 Policy Term (in yrs) 49 years Premium Payment Term (in yrs) 12 years Pay Frequency Yearly Pan pti lees Bonus Type (ramediate) Cash Payout Frequency Yearly The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding salePlan Details Premium FeYoon Second year onwards Base Premium (Yearly) % 36,000 % 36,000 GST & Cess = 1,620 = 810 Total Yearly premium(incl. GST & Cess) % 37,620 = 36,810 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration @4%' pa End of Policy Annualised Total Maturity Total Death Year Premium, Benefit, incl, Benefit, incl, Survival Benefit Terminal Bonus, Terminal Bonus, if any if any 1 36000 7237 0 397247 2 36000 7237 0 397247 3 36000 7237 QO 397247 4 36000 7237 0 397247 5 36000 7237 QO 397247 6 36000 7237 0 397247 7 36000 7237 QO 397247 8 36000 7237 QO 397247 9 36000 7237 QO 397247 10 36000 7237 QO 397247 11 36000 7237 0 415800 12 36000 7237 QO 453600 13 0 7237 0 453600 14 0 7237 0 453600 15 0 7237 0 453600 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration @4%' pa End of Policy Annualised Total Maturity Total Death Year Premium, Benefit, incl, Benefit, incl, Survival Benefit Terminal Bonus, Terminal Bonus, if any if any 16 0 7237 0 453600 17 0 7237 0 453600 18 Q 7237 QO 453600 19 0 7237 0 453600 20 Q 7237 QO 453600 21 0 7237 0 453600 22 Q 7237 QO 453600 23 Q 7237 QO 453600 24 0 7237 QO 453600 25 Q 7237 QO 453600 26 0 7237 0 457572 27 Q 7237 QO 457731 28 0 7237 0 457890 29 0 7237 0 458049 30 0 7237 0 458208 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration @4%' pa End of Policy Annualised Total Maturity Total Death Year Premium, Benefit, incl, Benefit, incl, Survival Benefit Terminal Bonus, Terminal Bonus, if any if any 31 0 7237 0 458367 32 0 7237 0 458526 33 Q 7237 QO 458685 34 0 7237 0 458844 35 Q 7237 QO 459003 36 0 7237 0 459161 37 Q 7237 QO 459320 38 Q 7237 QO 459479 39 0 7237 QO 459638 40 Q 7237 QO 459797 4] 0 7237 0 459956 42 Q 7237 QO 460115 43 0 7237 0 460274 44 0 7237 0 460433 45 0 7237 0 460592 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration 7237 460750 47 0 7237 0 460909 48 Q 7237 QO 461068 49 0 7237 535150 461386 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration @8% pa End of Policy Annualised Total Maturity Total Death Year Premium, Benefit, incl, Benefit, incl, Survival Benefit Terminal Bonus, Terminal Bonus, if any if any 1 36000 13103 0 397247 2 36000 13103 0 397247 3 36000 13103 QO 397247 4 36000 13103 0 397247 5 36000 13103 QO 397247 6 36000 13103 0 397247 7 36000 13103 QO 397247 8 36000 13103 QO 397247 9 36000 13103 QO 397247 10 36000 13103 QO 397247 11 36000 13103 0 415800 12 36000 13103 QO 453600 13 0 13103 0 453600 14 0 13103 0 453600 15 0 13103 0 453600 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration @8% pa End of Policy Annualised Total Maturity Total Death Year Premium, Benefit, incl, Benefit, incl, Survival Benefit Terminal Bonus, Terminal Bonus, if any if any 16 0 13103 0 453600 17 0 13103 0 453600 18 Q 13103 QO 453600 19 0 13103 0 453600 20 Q 13103 QO 453600 21 0 13103 0 453600 22 Q 13103 QO 453600 23 Q 13103 QO 453600 24 0 13103 QO 453600 25 Q 13103 QO 453600 26 0 13103 0 562346 27 Q 13103 QO 566696 28 0 13103 0 571046 29 0 13103 0 575396 30 0 13103 0 579746 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration @8% pa End of Policy Annualised Total Maturity Total Death Year Premium, Benefit, incl, Benefit, incl, Survival Benefit Terminal Bonus, Terminal Bonus, if any if any 31 0 13103 0 584096 32 0 13103 0 588445 33 Q 13103 QO 592795 34 0 13103 0 597145 35 Q 13103 QO 601495 36 0 13103 0 605845 37 Q 13103 QO 610195 38 Q 13103 QO 614545 39 0 13103 QO 618894 40 Q 13103 QO 623244 4] 0 13103 0 627594 42 Q 13103 QO 631944 43 0 13103 0 636294 44 0 13103 0 640644 45 0 13103 0 644994 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding saleBenefit Illustration 13103 649343 47 0 13103 0 653693 48 Q 13103 QO 658043 49 0 13103 1157353 666743 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding salePresented by Shilpa Dudeja Chief Managing Partner 9716230329