Example - Assured Savings - Presentation

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-_- = rd = Prepared by: Lam Prabhu Kumar Deputy Manager | Lam.prabhukumar@kotak.com M: 8341110441 This is a personalised benefit illustration generated at the request of _ Save today for a a secured tomorrow with Kotak Assured Savings Plan Key Features Guaranteed Maturity Benefit payable at maturity Boost your life cover with Guranteed@ Yearly* Additions and Guranteed@ Loyalty*Addition. High premium benefit resulting into higher Basic Sum Assured. Additional protection through optional riders The mentioned points are only the salient features of the plan please refer to the brochure(s) and policy document(s) for specific details on all terms and conditions eT Mee chat) a 2 Ann Spe ments pre of z1 You Pay You Get 2 10,00,000 = 17,74,090 Death Benefit Higher of (11 times of annualized premium; 105% of total premiums paid (excluding any extra premiums), 120% of Basic Sum Assured PLUS Guaranteed Yearly Additions accrued as on the date of death.) #The above example is for % 1,00,000 p.a. premium, % 10,20,075 basic sum assured, 10 year PPT & 15 year policy term for a healthy 25 year old. Premium is exclusive of GST & Cess, which will be charged over and above the mentioned premium. The given illustration is an extract of a separate, more detailed benefit illustration. For full details, please refer to the Benefit Illustration. *Guaranteed Yearly Additions is a percentage of Cumulative Annualized Premium paid every year. It will accrue throughout the premium payment term and will be paid out at Maturity or an Death. ‘Guaranteed Loyalty Addition is a percentage of Basic Sum Assured and be paid out at Maturity. The rate of such addition will be based on the opted premium payment term. Annualized Premium refers to the premium payable in a policy year, excluding the taxes, underwriting extra premiums and loadings for modal premium. @Guaranteed benefits due under this plan are available provided premiums are paid regularly for the entire premium payment term and the policy is in farce. Kotak Assured Savings Plan UIN: 107NO81V04, Form No: N081. This is a savings cum protection oriented non-participating endowment assurance plan. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding a sale. Tax benefits are applicable as per Income-tax Act, 1961. Tax laws are subject to amendments from time to time. Customer is advised to take an independent view from tax consultant. This Illustration is prepared for policy sourced through POS channel. The features and illustrations given here are for demonstration purpose only. Please check with the agent for official documents before concluding sale adele eel Ey Customer Details Name of life insured Mr. Example Age of life insured (in years) 25 years Gender of life insured Male Policy Details Kotak Name of the Product Assured Savings UIN 107N081V04 Basic Sum Assured (in Rs.) ? 10,20,075 Amount of Installment Premium (in Rs.) = 1,00,000 Policy Term (in yrs) 15 years Premium Payment Term (in yrs) 10 years Pay Frequency Yearly The features and illustrations given here are for demonstration purpase only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding a sale adele eel Ey Second Premium First Year year onwards Base Premium (Yearly) %1,00,000 %1,00,000 GST & Cess % 4,500 % 2,250 Total Yearly premium(incl. GST & %1,04,500 71,02,250 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 a sale eT Mee chat) Accrue d Guaran Guaran End of . Guaranteed teed . Premiu . Death Policy m teed Loyalty Maturit Benefit year Yearly Additio y Additio ns Benefit ns 1 100000 10000 a a 1234090 2 100000 30000 0 0 1254090 3 100000 60000 a a 1284090 4 100000 100000 o 0 1324090 5 jo0000 150000 a a 1374090 6 io0000 210000 o Qo 1434090 7 100000 += 280000 0 0 1504090 8 100000 360000 0 a 1584090 9 100000 450000 0 0 1674090 10 100000 s5s0000 0 Qo 1774090 1” o 550000 Qo Qo 1774090 12 0 550000 0 0 1774090 13 o © 550000 a Qo 1774090 14 0 550000 0 0 1774090 18 o ss0000 204015 1774090 1774090 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 a sale Presented by Lam Prabhu Kumar Deputy Manager 8341110441 Channel Name: Individual Agents

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