Prepared by: Lion N .Suresh Chief Agency Partner | cnsuresh_po@yahoo.ca.in M: 9003015997 This is a personalised benefit illustration generated at the request of the respected prospective client.@ life Fortune Maximiser in life Key Benefits QO © ® © Build a Flexibility to eneash Enhanced protection to ensure your lang-term to for female lives witht goals are fulfilled meet your important life goals re ‘The mentioned points are only the salient features of the plan / riders please refer to the brochure(s) and locument(s) for specific details on all terms and conditions.Benefit Illustration Flexibility to encash Paid-up Additions during the Policy Term Maturity Benefit ° me mt vee @8% % 6,94,74,619 @4% % 44,19,450 Premium Payment Term 12 Years Annualized Premium 2 50,000* Paid-up Additions gets accumulated from the end of the 1" policy year till the end of the Policy Term ay AE mcl od %6,00,000° | @8%%6,94,74,619 a | @4% F 44,19,450 DSU etre 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 premaium, if any) till the date of death PLUS Accrued Paid-Up Additions (if any) PLUS Interim Bonus (if declared) PLUS Terminal Bonus (if declared) BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/FRALDULENT OFFERS [ROMY is ok ined vesicles Uh reviance pails, anncunciy bonus o: rrestmeriLaf premium, Public receiving aach atane cali are ‘eauevied Wo ledge alice Gomes The above example is for 5 year-old for Sum Assured of % 599,576, PPT of 12 years. The Plan Optionis Life Goal Maximiser and Paid-Up Additions 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 modal 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 ta consult your Tax Advisor for details. The given illustration is an extract of a separate, more detailed eneft 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 Age of life insured Gender of life insured Name of proposer Age of proposer Policy Details Name of the Product UIN Basic Sum Assured Amount of Installment Premium Policy Term Premium Payment Term Pay Frequency Plan Option Bonus Type Mr. Lakshman 5 years Male Mr. Thiyagarajan 40 years Kotak Fortune Maximiser 107N125V02 %5,99,576 = 50,000 80 years 12 years Yearly Life Goal Maximiser Paid-Up Additions 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 First Year Second year onwards Base Premium 2 50,000 2 50,000 (Yearly) GST & Cess % 2,250 %1,125 Total Yearly premium(incl. GST & 2 52,250 251,125 Cess) 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eM ey ore Lice @4%* pa Total rStity, “AMM ted yy SER" Add ae si Terminal petri er if any 1 50000 20767 0 0 599576 2 50000 41981 a 0 620343 3 50000 63648 a 0 641557 4 50000 85776 a 0 663224 5 50000 108370 0 0 685352 6 50000 131440 0 0 707946. 7 50000 154993 0 0 731016 8 50000 179036 0 0 754569 9 50000 203579 0 0 778612 10 50000 228628 0 0 803155. 11 50000 254192 0 0 828204 12 50000 280279 0 0 884192 13 0 306895 0 0 910279 14 0 334048 0 0 936895. 15 0 361744 0 0 964048 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eM ey ore Lice End of Annualised Policy Year Premium 16 Oo 7 oO 18 o 19 o 20 i} 21 o 22 i} 23 0} 24 oO 25 Oo 26 oO 27 0 28 oO 29 0 30 o Accrued Paid-Up Additions 389990 418790 448149 478072 508563 539626 571263 603476 636269 669642 703597 738133 773252 808952 845232 @4%* pa ‘Survival Benefit Total Maturi Benet incl, Terminal Bonus, if ny 0 Total Death Benefit, incl, Terminal Bonus, if any 991744 1019990 1048790 1078149 1108072 1138563 1169626 1201263 1233476 1266269 1315052 1350027 1385623 1421839 1458676 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eM ey ore Lice End of Annualised Policy Year Premium 31 0 32 0 33 0 34 0 35 0 36 0 37 0 38 0 39 0 40 0 41 0 42 0 43 0 44 0 45 0 Accrued Paid-Up Additions 882091 919526 957533 996111 1035254 1074957 1115215 1156022 1197372 1239256 1281669 1324602 1368049 1412001 1456450 @4%* pa ‘Survival Benefit Total Maturi Benet incl, Terminal Bonus, if ny 0 Total Death Benefit, incl, Terminal Bonus, if any 1496134 1534212 1572907 1612219 1652143 1692677 1733816 1775555 1817889 1860812 1904318 1948399 1993050 2038262 2084029 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eM ey ore Lice End of Annualised Policy Year Premium 46 Oo 47 oO 48 o 49 o 50 i} 51 o 52 i} 53 0} 54 oO 55 Oo 56 oO a7 0 58 oO 59 0 60 o Accrued Paid-Up Additions 1501391 1546815 1592716 1639086 1685917 1733201 1780928 1829087 1877667 1926655 1976036 2025796 2075918 2126385 2177180 @4%' pa Total Maturity ‘Survival ce incl, si Terminal Bonus, if ny 0 Total Death Benefit, incl, Terminal Bonus, if any 2130344 2177200 2224591 2272510 2320950 2369904 2419363 2469317 2519758 2570674 2622050 2673875 2726131 2778804 2831877 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eM ey ore Lice End of Annualised Policy Year Premium 61 Oo 62 oO 63 o 64 o 65 i} 66 o 67 i} 68 0} 69 oO 70 Oo 71 oO 72 0 73 oO 74 0 75 o Accrued Paid-Up Additions 2228286 2279683 2331354 2383279 2435439 2487815 2540386 2593128 2646019 2699034 2752142 2805312 2858507 2911683 2964789 @4%' pa Total Maturity ‘Survival ce incl, si Terminal Bonus, if ny 0 Total Death Benefit, incl, Terminal Bonus, if any 2885331 2939150 2993315 3047806 3102606 3157694 3213051 3268654 3324482 3380510 3436711 3493057 3549513 3606041 3662595 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eM ey ore Lice 3017764 3719123 7 oO 3070534 0 o 3775560 78 o 3123009 Oo o 3831830 79 o 3175078 0 0 3887837 80 i} 3175078 51527 4419450 3943364 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eM ey ore Lice End of Policy Year 10 " 12 13 14 15 Annualised Premium 50000 50000 50000 50000 50000 50000 50000 50000 50000 50000 50000 50000 oO 0 Accrued Paid-Up Additions 35477 72853 112221 153680 197334. 243292 291666 342577 396150 452513 511804. 574164 639736 708673 781131 @ss' pa Total Maturity ‘Survival ce incl, si Terminal Bonus, if ny Total Death Benefit, incl, Terminal Bonus, if any 599576 635053 672429 711797 753256 796910 842868 891242 942153 995726 1052089 1141804 1204164 1269736 1338673 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eM ey ore Lice End of Annualised Policy Year Premium 16 Oo 7 oO 18 o 19 o 20 i} 21 o 22 i} 23 0} 24 oO 25 Oo 26 oO 27 0 28 oO 29 0 30 o Accrued Paid-Up Additions 857269 937253 1021254 1109446 1202010 1299129 1400993 1507797 1619737 1737017 1859844 1988428 2122984 2263729 2410885 @ss' pa Total Maturity ‘Survival ce incl, si Terminal Bonus, if ny 0 Total Death Benefit, incl, Terminal Bonus, if any 1411131 1487269 1567253 1651254 1739446 1832010 1929129 2030993 2137797 2249737 3542061 3749333 3967049 4195691 4435753 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eM ey ore Lice End of Annualised Policy Year Premium 31 0 32 0 33 0 34 0 35 0 36 0 37 0 38 0 39 0 40 0 41 0 42 0 43 0 44 0 45 0 Accrued Paid-Up Additions 2564675 2725325 2893063 3068118 3250722 3441104 3639497 3846131 4061239 4285051 4517798 4759710 5011020 5271961 5542767 @8%* pa ‘Survival Benefit Total Maturi Benet incl, Terminal Bonus, if ny 0 Total Death Benefit, incl, Terminal Bonus, if any 4687761 4952224 5229687 5520699 5825824 6145636 6480722 6831678 7199111 7583638 7985884 8406488 8846096 9305370 9784982 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eM ey ore Lice End of Policy Year 46 a7 48 49 50 51 52 53 55 56 a7 58 59 60 Annualised Premium oO Accrued Paid-Up Additions 5823675 6114922 6416746 6729383 7053066 7a88024 7734474 8092627 8462681 8844819 9239211 9646009 10065355 10497370 10942165 @ 8%" pa ‘Survival Benefit Total Maturi Benet incl, Terminal Bonus, if ny Total Death Benefit, incl, Terminal Bonus, if any 10285616 10807971 11352757 11920694 12512509 13128934 13770701 14438537 15133163 15855288, 16605605 17384791 18193506, 19032393 19902071 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eM ey ore Lice End of Annualised Policy Year Premium 61 oO 62 0 63 o 64 oO 65 oO 66 0 67 o 68 oO 69 o 70 0 71 oO 72 0 73 o 74 oO 75 oO Accrued Paid-Up Additions 11399834 11870457 12354097 12850808 13360615 13883532 14419543 14968606 15530843 16105536 16693108 17293119 17905245 18529052 19163981 @ 8%" pa ‘Survival Benefit Total Maturi Benet incl, Terminal Bonus, if ny Total Death Benefit, incl, Terminal Bonus, if any 20803143 21736191 22701775 23700431 24732672 25798973 26899777 28035475 29206405 30412834 31654937 32932772 34246256. 35595117 36978850 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eM ey ore Lice 19809298 38396653 7 o 20464059 o 0 39847338 7B o 21127049 0 0 41329231 79 oO 21796704 0 0 472840026 80 oO 21796704 674317 69474619, 44050270 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 Lion N .Suresh Chief Agency Partner 9003015997 Channel Name: Individual Agents