Career as TATA AIA Insurance Advisor, Tata AIA is a leading brand in Insurance business which offers exiting career for the individuals who has got enterprunial mindset and looking for royalty income with peace of mind.

2. 2
Congratulations Champions !!!
Above all, you made your loved ones Proud
You have achieved
one more
milestone in
Your Career
You thought of
moving ahead
in the race
You earned the
admired Title of
Life Planner
Tata AIA Life confidential and Proprietary information. Not for Distribution 2

3. It’s time to explore
how Leadership
Role can give you
wings to
Success
Tata AIA Life confidential and Proprietary information. Not for Distribution 3

4. Tata AIA Life confidential and Proprietary information. Not for Distribution 4

5. Lead a Team of Rakshakartas
Exclusive Earning Opportunity
Awards & Rewards
Dream Career
Tata AIA Life confidential and Proprietary information. Not for Distribution 5
TATA AIA presents
you an exclusive
opportunity to
Protect People’s
Dream
To practice
Leadership at its
highest level
Opportunity for
You to
LEAD

6. Lead a Team of Rakshakartas
Tata AIA Life confidential and Proprietary information. Not for Distribution 6
*Excluding PBA | **Leader earning above threshold
Direct (Type A)
with only Advisors
Leader
Advisor 1 Advisor 2 Advisor 3 Advisor 4
Direct + Indirect Team (Type L)
A mix of Advisors and Leaders
Advisor
Advisor Advisor
Leader Leader
Leader
Our Unique BA Model
No. of Leaders associated
with us 1,816*
Total Earning by Active Leaders
128 Crs
No. of Active Leaders
1,158**

7. Exclusive Earning Opportunity
Tata AIA Life confidential and Proprietary information. Not for Distribution 7
ZEN - Monthly Earning Opportunity
Monthly
Performance
Bonus
Activation Bonus
(With LP Booster)
Leader
Promotion
Bonus
Distribution
Extra Credit
Premier Agency
Development
Monthly
Goal Sheet
Over and above ZEN
(Subject to Team FYC of
20000 and 2 Active advisor] Additional
Rs.5000

8. Awards and Rewards
Tata AIA Life confidential and Proprietary information. Not for Distribution 8
Monthly Contests &
Incentives
International
Training conclave
Bangkok
Maldives
Almaty
Greece
Abu Dhabu

9. Leader
Career Progression
BA
New
Leader
PBA
SBA
CBA
Partner
Sr. Partner
Career Leader
Premier
Leader
Dream Career
Tata AIA Life confidential and Proprietary information. Not for Distribution 9

10. How the Organisation Supports
you in your journey?
Tata AIA Life confidential and Proprietary information. Not for Distribution 10

11. Our Brand
11
Tata Group, 150 years
India’s most valuable and
valued brand
AIA Group, 100 years
Largest public listed
pan-Asian Life Insurance
Group
Tata AIA Life Insurance
Ranked* among Top 5
Life Insurance Company
*Press Release Article from Tata AIA website, dated 22nd May 2019, 5th largest private player in terms of IWNBP performance
For Internal Circulation Only

12. Best in class, Structured and Specialized
2 year Capability Development Program
Blended Learning methodology
focusing on Skill Transfer (KASH)
Get certified on prestigious courses like
NCFM and AIA international
Attend IIM Management
Development Program
Tata AIA Life confidential and Proprietary information. Not for Distribution 12
Blended Learning
Classroom + eLearning
External Certification
NCFM|AIA |IIM
K
Knowledge
A
Attitude
S
Skill
H
Habit
100%
Online
Face to Face Learning
40% Tutorial, 40% Practice, 20% Skills Assessment
Blended Learning methodology
*IIM: Indian Institute of Management, *NCFM: National stock exchange’s certification in financial market
Capability Development Program
For You and Your Team

13. Cutting Edge Technology
• To deliver delight in real time,
sales to service at your
fingertips
• Paperless transactions, work
seamlessly on i-pads, Tabs &
online solutions
Good Connect LEAD
Good Friend Secure Life Prism
Tata AIA Life confidential and Proprietary information. Not for Distribution 13
iRecruit
Sell Online

14. Digital Sales Support
Tata AIA Life confidential and Proprietary information. Not for Distribution 14

15. Best in class Precious Products
HNI
• Fortune Guarantee (FG)
• Fortune Pro
• Fortune Maxima
• Wealth Pro
• Wealth Maxima
Savings
• Smart Income Plus (SIP)
• Guarantee Monthly Income Plan (GMIP)
• Diamond Savings Plan (DSP)
• Guaranteed Return Income Plan (GRIP)
Combo Solutions
• Secure Saving Solutions (SSS)
• Secure Gold Income (SGI )
• Premier Life Solution (PLS)
Retirement
• Smart Annuity Plan (SAP)
• Guarantee Monthly
Income Plan (GMIP)
• Guaranteed Return Income
Plan (GRIP)
Protection
• Sampoorna Raksha (upto 100 years)
• Sampoorna Raksha + (upto 100 years)
Tata AIA Life confidential and Proprietary information. Not for Distribution 15

16. Dedicated Underwriting Team
to prioritize your requirements
Faster Policy Issuance
Increased productivity on the job
& Improved earning
Preferential Underwriting for
Life Planner
Higher Non-Medical
Underwriting Limit (NML)
Special Non-Medical
Underwriting Limits
No Additional Requirement
for higher NML cases,
improved consumer satisfaction
99.07%
Claims Settlement Ratio
FY 18 -19
‘iAAA’ rating for Claims Paying
Ability by IRDA
Operational Support for Your Elite Agents
Tata AIA Life confidential and Proprietary information. Not for Distribution 16

17. Tata AIA Life v/s the Industry
For Training purposes & internal circulation only
17
17
What every Good Leader needs Tata AIA Life Insurance Other Insurance Co.
Long-term approach for business stability & Customer
confidence
Short-term focus
Proven Expertise in the Leader Business Model No clear understanding,
multiple models in place
Fair compensation for Right behaviour Low adherence to building a
quality team
Quality Training for every level of Leaders & Advisors Limited training inputs
Planned Career Roadmap for each level Not Available
Conventions & Rewards that are worthy of achievements Poor quality of conventions
A Brand name that inspires trust Not Available
Product suite & Investment track record Limited suite
Processes that enables business success Limited to a few

18. How can you become a Leader?
For Training purposes & internal circulation only
18
18
Agent with 2 Lakhs of EP in trailing 12
months are eligible to be IPBA (Advisor/LP)
5 NAAF details for IPBA are mandatory
before coding
Selection Criteria
DOA will sign and approve DOA interview
evaluation sheet

19. For Training purposes & internal circulation only
19
19
Opportunity Knocks Only Once!
Become A Rakshakarta Leader with
Tata AIA
and
Live Your Dreams!

20. Strictly for Internal Circulation Only
Tata AIA Life Insurance Company Ltd. (IRDAI Regn. No. 110) CIN No. U66010MH2000PLC128403
Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai - 400013
Visit us at: www.tataaia.com or SMS 'LIFE’ to 58888 or call 1-860-266-9966 (local charges apply)
The information contained in this communication has been prepared by Tata AIA Life Insurance Ltd. and is intended solely for the use of the
individual or entity to whom it is addressed and other authorized to receive it. If you are not the intended recipient you are hereby notified that any
disclosure, copying, distribution or taking any action in reliance on the contents of this information is strictly prohibited and may be unlawful. This
presentation may contain data including statements regarding our intent, belief or current expectations with respect to leaders businesses and
their possible payouts, which are purely based on our assumptions and hence should not be construed in any way as final and binding. Tata AIA
management reserves the right to change any aspect of the Entrepreneurial Opportunity Presentation any time without any prior notice.
BEWARE OF SPURIOUS /FRAUD PHONE CALLS!
IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to
lodge a police complaint.
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