FINANCIAL INFORAMTION

1. New Jeevan Anand (815)
Presentation
Exclusively Prepared For: DOC: 5/1/2020 | Age: 32
Plan Criteria
Paramet Min Max
Age 18 50
Term 15 35
Sum 100000 No Limit
Mode YHQ,M-ECS,SSS
Input Data
Age : 32
Term/PPT : 16/16
SA : 800000
Mode : YEARLY
Premium & Rider Details
First Yr Premium : 62404
Sub. Yr Premium : 61061
Acc. Sum Ass: 800000
TR Sum Ass: 0
Maturity Amount: 2652000
ADVANTAGES
• On Maturity: Basic Sum Assured along with Vested Simple Reversionary Bonuses and Final
Addition Bonus, if any.
• On Death:
» During Policy Term: Higher of 125% of Basic Sum Assured (1.25 x BSA) or 10 times of Annual
Premium.
» After Policy Term: Basic Sum Assured.
• Surrender Value: The Policy can be surrendered at any time during the policy term provided
atleast 3 full year premiums have been paid.
• Loan: Loan Facility is available under this plan, after payment of premiums for at least 3 full
years.
• Income Tax Benefit:
» Premium paid under this plan is eligible for TAX rebate under section 80c.
» Maturity under this plan is free under sec 10(10D).
Prepared By:
Himanshu verma
Delhi
Call: 9711150585
himanshuverma1507@gmail.c

2. 1. Plan Presentation
Year Age Risk
Cover
Normal
Risk
Cover
Accident
al
Premium Tax
Saved
Net
Premium
Amount
Received
Loan
Value
Surrende
r
Value
2020 32 1064000 1864000 62404 18721 43683 0 0 0
2021 33 1128000 1928000 61061 18318 42743 0 0 0
2022 34 1192000 1992000 61061 18318 42743 0 71040 78934
2023 35 1256000 2056000 61061 18318 42743 0 114840 127600
2024 36 1320000 2120000 61061 18318 42743 0 165063 183403
2025 37 1384000 2184000 61061 18318 42743 0 222385 247095
2026 38 1448000 2248000 61061 18318 42743 0 287731 319702
2027 39 1512000 2312000 61061 18318 42743 0 356299 395888
2028 40 1576000 2376000 61061 18318 42743 0 433547 481718
2029 41 1640000 2440000 61061 18318 42743 0 521167 579074
2030 42 1704000 2504000 61061 18318 42743 0 621038 690042
2031 43 1768000 2568000 61061 18318 42743 0 735509 817232
2032 44 1832000 2632000 61061 18318 42743 0 873660 970733
2033 45 1896000 2696000 61061 18318 42743 0 1030894 1145438
2034 46 1976000 2776000 61061 18318 42743 0 1209305 1343672
2035 47 2052000 2852000 61061 18318 42743 0 1411879 1568754
2036 48 800000 800000 0 0 0 1852000 153360 170400
2037 49 800000 800000 0 0 0 0 161640 179600
2038 50 800000 800000 0 0 0 0 170208 189120
2039 51 800000 800000 0 0 0 0 179064 198960
2040 52 800000 800000 0 0 0 0 188208 209120
2041 53 800000 800000 0 0 0 0 196128 217920
2042 54 800000 800000 0 0 0 0 207144 230160
2043 55 800000 800000 0 0 0 0 217008 241120
2044 56 800000 800000 0 0 0 0 227016 252240
Abv. Fig. are based on certain assumptions which are liable to be changed according to the rules of LIC.

3. Year Age Risk
Cover
Normal
Risk
Cover
Accident
al
Premium Tax
Saved
Net
Premium
Amount
Received
Loan
Value
Surrende
r
Value
2045 57 800000 800000 0 0 0 0 237240 263600
2046 58 800000 800000 0 0 0 0 247680 275200
2047 59 800000 800000 0 0 0 0 258264 286960
2048 60 800000 800000 0 0 0 0 268992 298880
2049 61 800000 800000 0 0 0 0 279936 311040
2050 62 800000 800000 0 0 0 0 290880 323200
2051 63 800000 800000 0 0 0 0 301968 335520
2052 64 800000 800000 0 0 0 0 313128 347920
2053 65 800000 800000 0 0 0 0 324360 360400
2054 66 800000 800000 0 0 0 0 335664 372960
2055 67 800000 800000 0 0 0 0 346896 385440
2056 68 800000 800000 0 0 0 0 358128 397920
2057 69 800000 800000 0 0 0 0 369360 410400
2058 70 800000 800000 0 0 0 0 380520 422800
2059 71 800000 800000 0 0 0 0 391608 435120
2060 72 800000 800000 0 0 0 0 402624 447360
2061 73 800000 800000 0 0 0 0 413496 459440
2062 74 800000 800000 0 0 0 0 424224 471360
2063 75 800000 800000 0 0 0 0 434736 483040
2064 76 800000 800000 0 0 0 0 445104 494560
2065 77 800000 800000 0 0 0 0 455328 505920
2066 78 800000 800000 0 0 0 0 465264 516960
2067 79 800000 800000 0 0 0 0 475056 527840
2068 80 800000 800000 0 0 0 0 484560 538400
2069 81 800000 800000 0 0 0 0 493776 548640
2070 82 800000 800000 0 0 0 0 502776 558640
Abv. Fig. are based on certain assumptions which are liable to be changed according to the rules of LIC.

4. Year Age Risk
Cover
Normal
Risk
Cover
Accident
al
Premium Tax
Saved
Net
Premium
Amount
Received
Loan
Value
Surrende
r
Value
2071 83 800000 800000 0 0 0 0 511488 568320
2072 84 800000 800000 0 0 0 0 519912 577680
2073 85 800000 800000 0 0 0 0 528120 586800
2074 86 800000 800000 0 0 0 0 535968 595520
2075 87 800000 800000 0 0 0 0 543600 604000
2076 88 800000 800000 0 0 0 0 550944 612160
2077 89 800000 800000 0 0 0 0 558288 620320
2078 90 800000 800000 0 0 0 0 565344 628160
2079 91 800000 800000 0 0 0 0 572544 636160
2080 92 800000 800000 0 0 0 0 579672 644080
2081 93 800000 800000 0 0 0 0 587016 652240
2082 94 800000 800000 0 0 0 0 596376 662640
2083 95 800000 800000 0 0 0 0 604584 671760
2084 96 800000 800000 0 0 0 0 620136 689040
2085 97 800000 800000 0 0 0 0 635328 705920
2086 98 800000 800000 0 0 0 0 670320 744800
2087 99 800000 800000 0 0 0 0 670320 744800
2088 100 0 0 0 0 0 800000 0 0
Abv. Fig. are based on certain assumptions which are liable to be changed according to the rules of LIC.

5. 2. Summary Of Presentation
Medical Requirement
Description Ammount in INR
Maximum Risk Cover 2052000
Maximum Risk Cover Accidental 2852000
Total Premium Paid 978319
Total Tax Saved 293491
Net Premium 684828
SB/Maturity Amount From Lic 2652000
Mode Premium(Basic + GST = Total)
Yearly 59716 + 2688 =62404
Half yearly 30169 + 1358 =31527
Quarterly 15240 + 686 =15926
Monthly ECS 5080 + 229 =5309
SSS 5080 + 229 =5309
Daily(Approx.) 171
NIL
Abv. Fig. are based on certain assumptions which are liable to be changed according to the rules of LIC.