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Product Proposal For Achieving Your Life Goals Product Proposal For Achieving Your Life Goals
Product Proposal For Achieving Your Life Goals Product Proposal For Achieving Your Life Goals
Hi Ms. RASHMI,
Congratulations on taking the first step towards securing your Life Goals with Bajaj Allianz Life Insurance.
You have opted for Bajaj Allianz Life Smart Protection Goal, a term plan, which provides:
Key Features
Comprehensive Option to get back your Critical Illness Benefit Whole Life Cover Tax Benefits
Life Cover total premiums paid as Option Option
Maturity benefit
Here's your illustration of Bajaj Allianz Life Smart Protection Goal
(23 years)
Age 52 75
(23 years)
2
^Premiums are payable at the beginning of year. Product features mentioned above are dependent on benefit chosen.
Premiums/Benefits are dependent on the Policy terms, Premium payment terms availed along with other variable factors.
The above benefits/returns shown in the document are for illustrative purpose only & must be read in conjunction with the Benefit Illustration. For more details on risk factors,
terms and conditions please read sales brochure & policy document (available on www.bajajallianzlife.com) carefully before concluding a sale.
Tax benefits as per prevailing Income tax laws shall apply. Please check with your tax consultant for eligibility.
Why Bajaj Allianz Life
3
Bajaj A llianz L ife Insurance Co.L td., CIN : U66010P N 2001P L C015959 | IRDA I Reg.N o. 116 BEW ARE OF SPURIOUS PHONE CALLS AND FICTITIOUS /
Mail us: customercare@bajajallianz.co.in | Call on: T oll free no. 1800 209 7272 FRADULENT OFFERS -
Registered O ffice A ddress: Bajaj A llianz House, A irport Road, Yerawada, P une - 411006, IRDAI is not involved in activities like selling insurance policies,
Maharashtra announcing bonus or investment of premiums. Public
T he L ogo of Bajaj A llianz L ife Insurance Co. L td. is provided on the basis of license given receiving such phone calls are requested to lodge a police
by Bajaj Finserv L td.to use its "Bajaj" L ogo and A llianz SE to use its "A llianz" logo. complaint.
Quotation No : 60042197234
Policy Details
Sum Assured (Rs.) 1,00,00,000
Sum Assured on Death (at inception of the policy)(Rs.) 1,00,00,000
Maturity Benefit (Rs.) 0
Premium Summary
Particulars Base Plan Critical Illness Total Instalment Premium
Benefit
Instalment Premium (Including Premium for Add-ons) without GST 39,759 0 39,759
Salary Rebate, If available 0 0 0
Insurance for All Discount, If available 1,988 0 1,988
Geographical Extra 0 0 0
Instalment Premium without GST after discounts, if applicable 37,771 0 37,771
Instalment Premium with GST after discounts, if applicable (First Year only) 44,569 0 44,569
Instalment Premium with GST 2nd Year Onwards 46,915 0 46,915
Guaranteed Non-Guaranteed
Policy Annualised
Year Premium Survival Maturity Death Min. Guaranteed Surrender Value Special Surrender Value Surrender Value
Benefits Benefit Benefit (GSV) (SSV) Receivable
1 37,771 0 0 1,00,00,000 0 0 0
2 39,759 0 0 1,00,00,000 0 0 0
3 39,759 0 0 1,00,00,000 0 0 0
4 39,759 0 0 1,00,00,000 0 0 0
5 39,759 0 0 1,00,00,000 0 0 0
6 39,759 0 0 1,00,00,000 0 0 0
7 39,759 0 0 1,00,00,000 0 0 0
8 39,759 0 0 1,00,00,000 0 0 0
9 39,759 0 0 1,00,00,000 0 0 0
10 39,759 0 0 1,00,00,000 0 0 0
O.X.X
Quotation No : 60042197234
Guaranteed Non-Guaranteed
Policy Annualised
Year Premium Survival Maturity Death Min. Guaranteed Surrender Value Special Surrender Value Surrender Value
Benefits Benefit Benefit (GSV) (SSV) Receivable
11 39,759 0 0 1,00,00,000 0 0 0
12 39,759 0 0 1,00,00,000 0 0 0
13 39,759 0 0 1,00,00,000 0 0 0
14 39,759 0 0 1,00,00,000 0 0 0
15 39,759 0 0 1,00,00,000 0 0 0
16 39,759 0 0 1,00,00,000 0 0 0
17 39,759 0 0 1,00,00,000 0 0 0
18 39,759 0 0 1,00,00,000 0 0 0
19 39,759 0 0 1,00,00,000 0 0 0
20 39,759 0 0 1,00,00,000 0 0 0
21 39,759 0 0 1,00,00,000 0 0 0
22 39,759 0 0 1,00,00,000 0 0 0
23 39,759 0 0 1,00,00,000 0 0 0
Place:
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect / Policyholder
O.X.X