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JEEVAN UMANG-945

Name : Mr. Baby Date : 13-08-2020


Plan No : 945 Age : 5 Years UIN : 512N312V01
Term : 95 Sum Assured : Rs.2000000
PPT : 25

SPECIAL-FEATURE
An Attractive Whole Life Plan .
High Bonus and Limited Payment Premiums .
Surrender & Loan facility available at any time provided premiums have been paid for 3 years.
INCOME TAX REBATE under sec . 80 ( C ) up to Rs. 1,50,000 p.a.
Fixed and Guaranteed Survival Benefits .
An Ideal Estate Creation for your family .
Enjoy the Extended Risk Cover till Age 100 Years.
Extended Loan Facility is also available.
100 % TAX FREE SURVIVAL BENEFIT.

PREMIUM
Savings Per Day
First Year premium (GST 4.5%) Rs.214
MODE YEARLY HALF-YEARLY QUARTELY MONTHLY
PREMIUM (Rs.) 77963 39399 19907 6636

Follow up premium (GST 2.25%)

MODE YEARLY HALF-YEARLY QUARTELY MONTHLY


PREMIUM (Rs.) 76285 38550 19479 6493

MATURITY BENEFIT
@100 Years On 13-08-2115

Rs.
SUM ASSURED 2000000
S.R.BONUS 7800000
FINAL ADD.BONUS 22140000
TOTAL MATURITY 31940000
TOTAL PREMIUM PAYABLE 1908803
NET GAIN 30031197
AGE AS-ON- YEARLY NORMAL ACCIDENTAL RETURNS SURRENDER LOAN
DATE PREMIUM RISK RISK COVER
COVER
5 13-08-2020 77963 2130000 2130000 0 0 0
6 13-08-2021 76285 2260000 2260000 0 0 0
7 13-08-2022 76285 2390000 2390000 0 116235 104612
8 13-08-2023 76285 2520000 2520000 0 166572 149915
9 13-08-2024 76285 2650000 2650000 0 223755 201380
10 13-08-2025 76285 2780000 2780000 0 288666 259799
11 13-08-2026 76285 2910000 2910000 0 362061 325855
12 13-08-2027 76285 3040000 3040000 0 444864 400378
13 13-08-2028 76285 3170000 3170000 0 538083 484275
14 13-08-2029 76285 3300000 3300000 0 642810 578529
15 13-08-2030 76285 3430000 3430000 0 760452 684407
16 13-08-2031 76285 3560000 3560000 0 892584 803326
17 13-08-2032 76285 3690000 3690000 0 1040130 936117
18 13-08-2033 76285 3820000 3820000 0 1204812 1084331
19 13-08-2034 76285 3970000 3970000 0 1388835 1249952
20 13-08-2035 76285 4106000 4106000 0 1593648 1434283
21 13-08-2036 76285 4240000 4240000 0 1793925 1614533
22 13-08-2037 76285 4376000 4376000 0 2018520 1816668
23 13-08-2038 76285 4520000 4520000 0 2272305 2045075
24 13-08-2039 76285 4670000 4670000 0 2559900 2303910
25 13-08-2040 76285 4830000 4830000 0 2888109 2599298
26 13-08-2041 76285 5010000 5010000 0 3277890 2950101
27 13-08-2042 76285 5240000 5240000 0 3540390 3186351
28 13-08-2043 76285 5470000 5470000 0 3820824 3438742
29 13-08-2044 76285 5700000 5700000 0 4334925 3901432
30 13-08-2045 0 5865000 5865000 160000 5278500 841800
31 13-08-2046 0 6050000 6050000 160000 5445000 841800
32 13-08-2047 0 6235000 6235000 160000 5611500 841800
33 13-08-2048 0 6420000 6420000 160000 5778000 841800
34 13-08-2049 0 6675000 6675000 160000 6007500 841800
35 13-08-2050 0 6940000 6940000 160000 6246000 841800
36 13-08-2051 0 7255000 7255000 160000 6529500 841800
37 13-08-2052 0 7570000 7570000 160000 6813000 841800
38 13-08-2053 0 7885000 7885000 160000 7096500 841800
39 13-08-2054 0 8200000 8200000 160000 7380000 841800
40 13-08-2055 0 8515000 8515000 160000 7663500 841800
41 13-08-2056 0 8830000 8830000 160000 7947000 841800
42 13-08-2057 0 9145000 9145000 160000 8230500 841800
43 13-08-2058 0 9460000 9460000 160000 8514000 841800
AGE AS-ON- YEARLY NORMAL ACCIDENTAL RETURNS SURRENDER LOAN
DATE PREMIUM RISK RISK COVER
COVER
44 13-08-2059 0 9775000 9775000 160000 8797500 841800
45 13-08-2060 0 10110000 10110000 160000 9099000 841800
46 13-08-2061 0 10455000 10455000 160000 9409500 841800
47 13-08-2062 0 10800000 10800000 160000 9720000 841800
48 13-08-2063 0 11185000 11185000 160000 10066500 841800
49 13-08-2064 0 11570000 11570000 160000 10413000 841800
50 13-08-2065 0 11955000 11955000 160000 10759500 841800
51 13-08-2066 0 12380000 12380000 160000 11142000 841800
52 13-08-2067 0 12805000 12805000 160000 11524500 841800
53 13-08-2068 0 13250000 13250000 160000 11925000 841800
54 13-08-2069 0 13695000 13695000 160000 12325500 841800
55 13-08-2070 0 14160000 14160000 160000 12744000 841800
56 13-08-2071 0 14645000 14645000 160000 13180500 841800
57 13-08-2072 0 15150000 15150000 160000 13635000 841800
58 13-08-2073 0 15655000 15655000 160000 14089500 841800
59 13-08-2074 0 16180000 16180000 160000 14562000 841800
60 13-08-2075 0 16705000 16705000 160000 15034500 841800
61 13-08-2076 0 17250000 17250000 160000 15525000 841800
62 13-08-2077 0 17795000 17795000 160000 16015500 841800
63 13-08-2078 0 18340000 18340000 160000 16506000 841800
64 13-08-2079 0 18905000 18905000 160000 17014500 841800
65 13-08-2080 0 19470000 19470000 160000 17523000 841800
66 13-08-2081 0 20055000 20055000 160000 18049500 841800
67 13-08-2082 0 20620000 20620000 160000 18558000 841800
68 13-08-2083 0 21205000 21205000 160000 19084500 841800
69 13-08-2084 0 21790000 21790000 160000 19611000 841800
70 13-08-2085 0 22355000 22355000 160000 20119500 841800
71 13-08-2086 0 22940000 22940000 160000 20646000 841800
72 13-08-2087 0 23505000 23505000 160000 21154500 841800
73 13-08-2088 0 24070000 24070000 160000 21663000 841800
74 13-08-2089 0 24615000 24615000 160000 22153500 841800
75 13-08-2090 0 25160000 25160000 160000 22644000 841800
76 13-08-2091 0 25705000 25705000 160000 23134500 841800
77 13-08-2092 0 26230000 26230000 160000 23607000 841800
78 13-08-2093 0 26735000 26735000 160000 24061500 841800
79 13-08-2094 0 27220000 27220000 160000 24498000 841800
80 13-08-2095 0 27685000 27685000 160000 24916500 841800
81 13-08-2096 0 28150000 28150000 160000 25335000 841800
82 13-08-2097 0 28575000 28575000 160000 25717500 841800
AGE AS-ON- YEARLY NORMAL ACCIDENTAL RETURNS SURRENDER LOAN
DATE PREMIUM RISK RISK COVER
COVER
83 13-08-2098 0 28980000 28980000 160000 26082000 841800
84 13-08-2099 0 29365000 29365000 160000 26428500 841800
85 13-08-2100 0 29730000 29730000 160000 26757000 841800
86 13-08-2101 0 30055000 30055000 160000 27049500 841800
87 13-08-2102 0 30360000 30360000 160000 27324000 841800
88 13-08-2103 0 30625000 30625000 160000 27562500 841800
89 13-08-2104 0 30870000 30870000 160000 27783000 841800
90 13-08-2105 0 31095000 31095000 160000 27985500 841800
91 13-08-2106 0 31260000 31260000 160000 28134000 841800
92 13-08-2107 0 31425000 31425000 160000 28282500 841800
93 13-08-2108 0 31530000 31530000 160000 28377000 841800
94 13-08-2109 0 31615000 31615000 160000 28453500 841800
95 13-08-2110 0 31680000 31680000 160000 28512000 841800
96 13-08-2111 0 31745000 31745000 160000 28570500 841800
97 13-08-2112 0 31810000 31810000 160000 28629000 841800
98 13-08-2113 0 31875000 31875000 160000 28687500 841800
99 13-08-2114 0 31940000 31940000 160000 28746000 841800
100 13-08-2115 0 0 0 31940000 0 0
Total Premium Rs. 1908803 Total Returns Rs. 31940000

Note: The rates are calculated according to the current Bonus

MEDICAL REPORT
Not Applicable

PRESENTED BY
Mr. Manjunath Venkatesh
Financial Advisor
Branch : Rajajinagar
8884848899
manjunath.venkatesh@outlook.com

Disclaimer
The benefits shown in this presentation have been calculated as per current bonus.
The above Statements are based on certain assumptions, which are liable to change according to
Government / Corporations Policies.

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