This document presents a retirement benefits plan for an individual named Shree XYZ, aged 40. The plan offers two pension options upon retirement: a monthly pension of Rs. 61,013 with a lump sum of Rs. 1,51,83,575 paid to nominees after death, or a one-time pension of Rs. 1,05,40000 with Rs. 50,00,000 paid to nominees after death. The plan also provides life insurance benefits including accidental death coverage of Rs. 1,00,00,000, normal death benefit of Rs. 62,50,000, and disability payments of Rs. 5,00,000 per month. Additional benefits include annual tax savings up to Rs. 45,
1. PLAN PRESENTATION
NAME: Shree XYZ DOB: 00/00/0000
AGE: 40 (Assumed for presentation making)
Benefits after Retirement
1) A) Rs. 61,013/- every month pension life time + Rs. 1,51,83,575/-(One crore fifty one lakhs eighty three
thousand five hundred seventy five) will be paid to nominee after death.
OR,
2) Rs.1,05,40000/-(One crore five lakhs forty thousand) one time pension i.e. tax free +Rs. 50,00,000/- (Fifty
Lakhs) will be paid to nominee after death.
Family safety:
1) Accidental Death: Rs. 1,00,00,000/-(One crore)+ Bonus ( if plan is in force for more than 5 years)
2) Normal death: Rs. 62,50,000/-(Sixty two lakhs fifty thousand) + Bonus ( if plan is in force for more than 5
years)
3) Permanent disability due to accident: Rs. 5000000/- in 120 monthly installment will be paid to plan
holder+ premium waived+ Rs. 1,05,40000/-(One crore five lakhs forty thousand) will be paid on maturity.
Tax Saving up to: Rs. 45,000/- every year
Investment required: Rs. 25,724/- p.m. only
This plan can be availed by people whose age is between 18 to 50 years.
Presentation can be changed as per requirement.
Your Insurance Adviser
Hemant Kumar Pandey
8981833063/7278069734
hemantkumarpandey@outlook.com
HEMANT KUMAR PANDEY
Mobile No:8981833063/7278069734