New Moneyback 25 Years (Plan No. - 821)

Presented by

SAMIR MEHTASample Report For Demonstration Purpose Only204-A, VIMALNATH APPARTMENT46-DIGVIJAY PLOT, OPP. OSWAL SCHOOLTel:0288-2664975, M: 9898696516e-mail: shreevardhmanagency@yahoo.co.in

25 years Money Back Plan with TAX FREE returns

every 5 years as survival benefits.

Limited payment for 20 years only

Life Cover to the extent of 1.25 times of Sum

Assured + Bonus + Final Additional Bonus (as

applicable)

Maturity : On completion of the term, full Sum

Assured + Bonus + Final Additional Bonus (as

applicable) will be paid.

Optional Benefit:

LICs Accidental Death and Disability Benefit Rider is

available as an optional rider for 25 years with

payment for 20 years only

Premium paid are Tax Exempted u/s 80 C & the Maturity amount is Tax Free u/s 10 (10) (D)

Mr. Tejas Navinchandra Sh

Benefits Illustration Summary

Sum Assured Rs. 1,50,000

Term 25 years with premium term of 20 years only

Premium Your Yearly premium under this policy is Rs. 9,247 for a period of 20 years only. In 20 years you will pay a total of Rs. 1,82,318.

Cash Flow Benefits

DescriptionGuaranteedYear Bonus

2018 Survival Benefit22,500 0

2023 Survival Benefit22,500 0

2028 Survival Benefit22,500 0

2033 Survival Benefit22,500 0

2038 Maturity60,000 1,91,250

Total 1,50,000 Total Rs.3,41,2501,91,250

Life Cover In this policy your life cover will start at Rs. 1,94,100. By virtue of bonus getting added every year, your risk cover will grow to Rs. 3,78,750 in the year 2038 when your age will be 42.

Liquidity You have an option to surrender the policy & receive the cash value after payment of premiums for 3 years. Alternately, you can even avail of loan on this policy once the policy has acquired cash value.

Tax Saving You can save a tax of Rs. 2,772 under Sec.80 CCE, against every premium paid

(age 18 years)

Illustration specially prepared for

This illustration contains guaranteed and non-guaranteed benefits.The purpose of this illustration is solely to help you understand the projected benefits that may be possible in future. The presenter in no manner is promising or giving a guarantee about such projected benefits.The actual benefits will depend upon the future performance of L.I.C. Of India with respect to this product.

Plan ParametersMaxMinParameter

Age

TermSum Assured

Modes

No Limit100000

4513

Yly, Hly, Qly, Mly, SSS

25 years / 20 prem.term

Sample Report For Demonstration Purpose Only

SAMIR MEHTA

204-A, VIMALNATH APPARTMENT46-DIGVIJAY PLOT, OPP. OSWAL SCHOOLTel:0288-2664975, M: 9898696516e-mail: shreevardhmanagency@yahoo.co.in

New Moneyback 25 Years Plan Presentation for Mr. Tejas Navinchandra Sh (age 18 years)

Forecast of Insurance Benefits

Mode of Premium Yearly

Installment Premium

Date of Report 05/06/2014

Term 25

Risk Covered

Accident Cover

Crit. Illness Cover

150000

0

Premium Waiver Benefit 0

9,247

AgeRisk Cover

(Natural Death)Policy Year

LoanAvailable

CashValuePremium

GuaranteedReturns Cash Flow

TaxSaved

NetPremium

Non GuaranteedReturns

18 1,94,100 0 -9,247 0 09,247 0- 2,772 6,475 1

19 2,00,700 0 -9,109 0 09,109 0- 2,772 6,337 2

20 2,07,300 0 -9,109 11,571 10,5009,109 0- 2,772 6,337 3

21 2,13,900 0 -9,109 22,831 20,5009,109 0- 2,772 6,337 4

22 2,20,500 22,500 13,391 29,027 26,0009,109 0- 2,772 6,337 5

23 2,27,100 0 -9,109 12,966 11,7509,109 0- 2,772 6,337 6

24 2,33,700 0 -9,109 19,672 17,7509,109 0- 2,772 6,337 7

25 2,40,300 0 -9,109 27,912 25,0009,109 0- 2,772 6,337 8

26 2,46,900 0 -9,109 36,797 33,0009,109 0- 2,772 6,337 9

27 2,53,500 22,500 13,391 46,347 41,7509,109 0- 2,772 6,337 10

28 2,60,100 0 -9,109 34,122 30,7509,109 0- 2,772 6,337 11

29 2,66,700 0 -9,109 45,153 40,7509,109 0- 2,772 6,337 12

30 2,73,300 0 -9,109 56,989 51,2509,109 0- 2,772 6,337 13

31 2,79,900 0 -9,109 69,664 62,7509,109 0- 2,772 6,337 14

32 2,88,750 22,500 13,391 83,268 75,0009,109 0- 2,772 6,337 15

33 2,95,350 0 -9,109 75,324 67,7509,109 0- 2,772 6,337 16

34 3,01,950 0 -9,109 90,062 81,0009,109 0- 2,772 6,337 17

35 3,08,550 0 -9,109 1,05,859 95,2509,109 0- 2,772 6,337 18

36 3,15,150 0 -9,109 1,22,901 1,10,5009,109 0- 2,772 6,337 19

37 3,24,000 22,500 13,391 1,41,299 1,27,2509,109 0- 2,772 6,337 20

38 3,30,600 0 0 1,32,229 1,19,0000 00 0 21

39 3,37,200 0 0 1,47,925 1,33,2500 00 0 22

40 3,43,800 0 0 1,65,179 1,48,7500 00 0 23

41 3,50,400 0 0 1,84,204 1,65,7500 00 0 24

42 3,78,750 60,000 2,51,250 2,02,139 1,82,0000 1,91,2500 0 25

1,82,318 1,58,932 1,50,000 1,91,2501,26,878

DOB: 19/09/1996Personal Data:

K e y A s s u m p t i o n s

Sec. 80CCE Limit Available: 100000Tax Savings on premiums will be @ 30.90 % u/s 80CCE

Income Tax:

Terminal Bonus: Last declared terminal bonus of their respective matching discontinued plans has also been considered.

Projections: Bonus: Last declared reversionary bonus of their respective matching discontinued plans has been considered for the purpose of projected Riskcover and Returns.