INDEX PLUS Investment with Life Insurance

rishunagdeve120887 320 views 12 slides Feb 26, 2025
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About This Presentation

 UNIT LINKED PLAN
 10 OR 7 TIMES (INCREASING) INSURANCE OF ANNUAL PREMIUM
 ACCIDENTAL COVERAGE AVAILABLE
 PREMIUM PAYMENT- SELECTED POLICY TERMS
 RISK COVERAGE -TILL SELECTED TERMS
 BENEFIT BY LIC DEPEND ON SHARE MARKET


Slide Content

UNIT LINKED PLAN 10 OR 7 TIMES (INCREASING) INSURANCE OF ANNUAL PREMIUM ACCIDENTAL COVERAGE AVAILABLE PREMIUM PAYMENT- SELECTED POLICY TERMS RISK COVERAGE -TILL SELECTED TERMS BENEFIT BY LIC DEPEND ON SHARE MARKET Created by Rishu Nagdeve LIC Advisor INDEX PLUS

2 FUND OPTIONS FLEXI GROWTH FUND- NSE NIFTY 100 INDEX (INVEST IN TOP 100 COMPANIES) FLEXI SMART GROWTH FUND- NSE NIFTY 50 INDEX (INVEST IN TOP 50 COMPANIES) Created by Rishu Nagdeve LIC Advisor INDEX PLUS

INDEX PLUS 3% TO 30% GUARATEED ADDITIONS AT DIFFERENT LEVELS Created by Rishu Nagdeve LIC Advisor Total 54% in 25 Years Total 90% in 25 Years

INDEX PLUS LOCK IN PERIOD- 5 YEARS AFTER LOCK IN PERIOD POLICY CAN BE SURRENDER ANY TIME WITHOUT SURRENDER CHARGES PARTIAL WITHDRAWAL FACILITY ALSO AVAILABLE AFTER 5 th YEARS NO CAPITAL GAIN TAX TAX FREE MATURITY:- FUND VALUE+MORTALITY CHARGES RETURN. Created by Rishu Nagdeve LIC Advisor

COMPARISON BETWEEN ULIP & MUTUAL FUND Created by Rishu Nagdeve LIC Advisor

ILLUSTRATION NORMAL COVERAGE START FROM 12 LAKH TO 81 LAKH ACCIDENTAL COVERAGE START FROM 24 LAKH TO 93 LAKH TERM-15YRS , PPT-15YRS , AGE-35YRS SA- 12,00,000/-, PREMIUM-1,20,000/YLY Created by Rishu Nagdeve LIC Advisor

Created by Rishu Nagdeve LIC Advisor PLAN PRESENTATION

INDEX PLUS GROWTH CHART Created by Rishu Nagdeve LIC Advisor

TOTAL GAIN Approximate maturity amount as per the expected NAV growth rate of 20.0 % per annum* comes to Rs. 81,29,439/- Created by Rishu Nagdeve LIC Advisor

Have you Budgeted for the money you need??? Good Work Starts Early… Created by Rishu Nagdeve LIC Advisor Thank you for your valuable time..

Investment Strategy Overview Diversified Approach Combining insurance with investment for balanced growth Risk Management Insurance coverage to mitigate potential losses Growth Potential Invest in top-performing funds for higher returns Created by Rishu Nagdeve LIC Advisor

Created by Rishu Nagdeve LIC Advisor