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Bharti AXA Life Guaranteed Wealth Pro

Non Linked Non Participating Individual Savings Life Insurance Plan

ILLUSTRATION OF BENEFITS FOR Bharti AXA Life Guaranteed Wealth Pro

"Some benefits are guaranteed and some benefits are variable with returns based on the future performance of your insurer carrying on life insurance business. If your policy offers guaranteed benefits then these will
be clearly marked "guaranteed" in the illustra on table on this page. If your policy offers variable benefits then the illustra ons on this page will show two different rates of assumed future investment returns. 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 number of factors including actual future investment
performance."

Proposer Details Quote No.: 70005588066

Name of the Prospect/Policyholder : Aaqib System Reference No.: 70005588066
Age as on last birthday: 32 Years Proposal No:
Gender: Male Policy No:
Life Insured Details Name of the Product: Bharti AXA Life Guaranteed Wealth Pro
Name of the Life Insured : Aaqib Tag Line: Non Linked Non Participating Individual
Savings Life Insurance Plan
Age as on last birthday: 32 Years
Unique Identification Number: 130N107V05
Gender: Male
GST Rate (incl. cess, if any): GST Rate applicable in 1st year is 4.50% and
2nd year onwards is 2.25%. For Riders, 18%
GST rate is applicable.
Policy Term (years): 20
Premium Payment Term (years) : 10
Premium Mode: Annual Product Code: GSEPXD
Amount of lnstalment Premium (Rs.): 3,13,500
(incl. rider premium and GST)
This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.

Base Policy Details

Policy Option : Endowment Option Sum Assured Rs. 39,00,156
Guaranteed Income Payout Frequency Not Applicable Sum Assured on Death (at inception of the policy) Rs. 31,50,000
 Premium Summary
Base Plan Total Instalment Premium
Instalment Premium without GST (Rs.) 3,00,000 3,00,000
GST in the First Year 13,500 13,500
Instalment Premium with First Year GST (Rs.) 3,13,500 3,13,500
GST from 2nd Year onwards 6,750 6,750
Instalment Premium with GST 2nd Year Onwards (Rs.) 3,06,750 3,06,750

Illustration summary over the duration of the policy

(Amount in Rupees)

Guaranteed Non Guaranteed

Annualized
Premium Survival Benefits/ Min Guaranteed
Policy Year Maturity Benefit Death Benefit Special Surrender Value
Loyalty Additions Surrender Value

BOY EOY EOY EOY EOY

1 3,00,000 - - 31,50,000 - -

2 3,00,000 - - 31,50,000 1,80,000 1,33,346

3 3,00,000 - - 31,50,000 3,15,000 2,26,131

4 3,00,000 - - 31,50,000 6,00,000 3,57,264

5 3,00,000 - - 31,50,000 7,50,000 5,71,290

6 3,00,000 - - 31,50,000 9,00,000 8,16,602

7 3,00,000 - - 31,50,000 10,50,000 10,78,299

8 3,00,000 - - 31,50,000 12,72,000 14,05,773

9 3,00,000 - - 31,50,000 15,39,000 19,57,172

10 3,00,000 - - 31,50,000 18,00,000 28,34,327

11 - - - 31,50,000 18,90,000 31,32,678

12 - - - 31,50,000 20,10,000 34,31,028

13 - - - 31,50,000 21,00,000 37,29,378

 (Amount in Rupees)

Guaranteed Non Guaranteed

Annualized
Premium Survival Benefits/ Min Guaranteed
Policy Year Maturity Benefit Death Benefit Special Surrender Value
Loyalty Additions Surrender Value

BOY EOY EOY EOY EOY

14 - - - 31,50,000 21,90,000 41,02,316

15 - - - 31,50,000 23,10,000 44,75,254

16 - - - 31,50,000 24,00,000 49,22,779

17 - 8,89,650 - 31,50,000 27,56,895 53,70,304

18 - 8,89,650 - 40,39,650 31,43,790 58,92,417

19 - 8,89,650 - 49,29,300 35,00,685 64,89,118

20 - 8,89,650 74,58,756 58,18,950 37,67,580 74,58,756

Notes: Annualized Premium excludes underwriting extra premium, frequency loadings on premiums, the premiums paid towards the riders, if any and Goods & Service Tax.
Notes

1. Annualized Premium excludes underwriting extra premium, frequency loadings on premiums, the premiums paid towards the riders, if any and Goods & Service Tax.
2. Refer Sales Literature (Prospectus) for explanation of terms used in this illustration.
3. The main objective of the illustration is that the policyholder is able to understand the features of the product and the nature of benefits under different circumstances with some level of quantification.
4. In case of any conflict between this benefit illustration and your policy document, the latter shall prevail.
5. The above information must be read in conjunction with the sales brochure and policy document.
6. Tax benefits under the policy will be as per the prevailing Income Tax laws. We recommend that you seek professional advice for applicability of tax benefit on premiums paid and benefits received.
7. The surrender values are illustrated assuming that all due premiums in a policy year are paid and that the event occurs at the end of the policy year. The surrender values will be lower than those illustrated
above if surrender takes place before the end of the policy year or if all due premiums in that policy year have not been paid.
8. BOY refers to “beginning of year” and EOY refers to “end of year”

Declaration by Advisor / Sales Person Declaration by Proposer

I, ............ ...... ............ ... (name), have explained the premiums, and benefits under the I, Aaqib , having received the information with respect to the above, have understood the above
product fully to the prospect / policyholder. statement before entering into the contract.
Place
Date: Signature / Electronic Signature of Agent/ Intermediary/ Official Date: Signature / Electronic Signature of Prospect/ Policyholder
This system generated benefit illustration shall be treated as signed by me.