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R. D. Fernandes R. DIANA FERNANDES 1022, Kohinoor City, Kirol Road, Off LBS Marg, Kurla (West) Mumbai 400 070 dianaferns@gmail.com Jeevan Saral Plan Presentation Pg. 2 Jeevan Saral Plan Continued ... Name : Ms. Vanessa Pereira Age : Term : 10 Years 16 years Mode : Monthly Installment Premium : 1000 Premium Budget p. m. : 1000 Term Rider Premium : 0 Term Rider : 0 DAB : 0 DAB Premium : 0 Total Installment Premium : 1000 Total Annual Premium : 12000 Section 80 CCE Invst. Limit : 100000 Section 80 CCE Tax Savings : 33.99 % Risk Cover Benefits DEATH BENEFIT Total Variable 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 16 17 18 19 20 21 22 23 24 25 Tax Saved Nett Premium Total Premium Paid Guaranteed Scenario1 Scenario2 Scenario1 Scenario2 12000 12000 12000 12000 12000 12000 12000 12000 12000 12000 4079 4079 4079 4079 4079 4079 4079 4079 4079 4079 7921 7921 7921 7921 7921 7921 7921 7921 7921 7921 7921 15842 23763 31684 39605 47526 55447 63368 71289 79210 250000 262000 274000 286000 298000 310000 322000 334000 346000 358000 0 0 0 0 0 0 0 0 0 17500 0 0 0 0 0 0 0 0 0 45000 250000 262000 274000 286000 298000 310000 322000 334000 346000 375500 250000 262000 274000 286000 298000 310000 322000 334000 346000 403000 120000 Year Age Annual Premium 40790 79210 Note : The figures in columns Scenario 1 and Scenario 2 above are non-guaranteed. They are estimated on the assumption of LIC s projected investment rate of return of 6% and 10% respectively on the investible portion of the premium. The Investible portion of the premium is calculated as per LIC's benefit Illustration. The above statement is based on certain assumptions which are liable to change according to Government/Corporation's policies. R. D. Fernandes R. DIANA FERNANDES 1022, Kohinoor City, Kirol Road, Off LBS Marg, Kurla (West) Mumbai 400 070 dianaferns@gmail.com Jeevan Saral Plan Presentation Pg. 3 Jeevan Saral Plan Continued ... Name : Ms. Vanessa Pereira Age : Term : 10 Years 16 years Mode : Monthly Installment Premium : 1000 Premium Budget p. m. : 1000 Term Rider Premium : 0 Term Rider : 0 DAB : 0 DAB Premium : 0 Total Installment Premium : 1000 Total Annual Premium : 12000 Section 80 CCE Invst. Limit : 100000 Section 80 CCE Tax Savings : 33.99 % Maturity / Surrender Value Benefits MATURITY / SURRENDER VALUE BENEFIT Total Variable Tax Saved Nett Premium Total Premium Paid Guaranteed Scenario1 Scenario2 Scenario1 Scenario2 7921 15842 23763 31684 39605 47526 55447 63368 71289 79210 0 0 20664 33039 47650 59270 71430 84110 97500 111740 0 0 0 0 0 0 0 0 0 17500 0 0 0 0 0 0 0 0 0 45000 0 0 20664 33039 47650 59270 71430 84110 97500 129240 0 0 20664 33039 47650 59270 71430 84110 97500 156740 Year Age Annual Premium 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 16 17 18 19 20 21 22 23 24 25 12000 12000 12000 12000 12000 12000 12000 12000 12000 12000 4079 4079 4079 4079 4079 4079 4079 4079 4079 4079 7921 7921 7921 7921 7921 7921 7921 7921 7921 7921 120000 40790 79210 Note : The figures in columns Scenario 1 and Scenario 2 above are non-guaranteed. They are estimated on the assumption of LIC s projected investment rate of return of 6% and 10% respectively on the investible portion of the premium. The Investible portion of the premium is calculated as per LIC's benefit Illustration. The above statement is based on certain assumptions which are liable to change according to Government/Corporation's policies.
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