Suitability Analysis

Section A
Name Of Applicant Sai Ram
Quote ID 80009870307
Age 32 years
Gender Male
Annual Income 800000.0
Section B
Life Stage Young Parent Risk Appetite Conservative
Premium Paying Term 5 years with Limited Pay 5 Y
Policy Term 12 years
Section C
Recommended products basis your
Financial Goal All Products of PMLI
Profile and Goals
PNB MetLife Guaranteed Goal Plan PNB MetLife Super Saver Plan
PNB MetLife Super Saver Plan PNB MetLife Grand Assured Income Plan
PNB MetLife Century Plan PNB MetLife Bachat Yojna
PNB MetLife Guaranteed Future Plan PNB MetLife Century Plan
PNB MetLife Smart Platinum Plus
PNB MetLife Aajeevan Suraksha
PNB MetLife Saral Pension
PNB Metlife Immediate Annuity Plan
PNB MetLife Guaranteed Income Plan
PNB MetLife Guaranteed Savings Plan
PNB MetLife Endowment Savings Plan Plus
Create a
Retirement PNB MetLife Jeevan Suraksha Plan
Corpus
PNB MetLife Saral Jeevan Bima
PNB MetLife Wealth And Income Solution
PNB MetLife Guaranteed Goal Plan
PNB MetLife Capital Guarantee Plus
Solution
PNB MetLife Goal Ensuring Multiplier
PNB MetLife Guaranteed Future Plan
PNB MetLife Income Protection Plan
PNB MetLife Smart Platinum
PNB MetLife Family Income Protector Plus
PNB MetLife Retirement Savings Plan

Selected Goal : Product chosen in summary screen : Selected Product :

Retirement PNB MetLife Guaranteed Goal Plan PNB MetLife Guaranteed Goal Plan
I/We do hereby confirm that the above recommended / chosen product is basis my /our suitability
assessment and financial / insurance goals / needs and that I/we have understood the benefits and
terms of the said product completely.