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Annuity proposal for  by maXpertz - Get the Money  Avenues Expertise
Basic profile
Financial goals ,[object Object]
 Children future.
 Financial Security for the family.,[object Object]
 Life Cover: 100 Years or till survival.,[object Object]
 With Waiver of Premium**
 Premium term: 22 years,[object Object]
 With Waiver of Premium**
 Premium term: 22 years,[object Object]
Product – Birla Sunlife insurance Approx maturity benefit after 22 years: ,[object Object]
 Rs 77,62,300.,[object Object]
 After one’s life term, the policy can be passed on to the nominee, which in essence becomes like a property.
 In the event of a mishap within 22 years ie., policy paying term, the nominee gets the sum assured + the fund value. For eg., Mr. X is struck with a mishap after 10 years, the nominee gets the full sum assured + the fund value accrued for 10 years.
 Waiver of premium facility ensures the continuity of plan even if the policy holder turns incapacitated due to some reasons.,[object Object]
Product – Birla Sunlife insurance Health Cover Plan: For both – For 5 lacs – Rs 10,308 PA.
Seven habits of highly ineffective investors… 1. Keeping all your money in the bank account which earns very low interest…
Seven habits of highly ineffective investors… 2. Assuming one to be old or too young to make a financial plan…
Seven habits of highly ineffective investors… 3. Great to be busy @ work.. But that being a reason to avoid personal financial planning.
Seven habits of highly ineffective investors… 4. Postponing the financial planning for tomorrow.
Seven habits of highly ineffective investors… 5. Treating personal financial planning as a boring exercise
Seven habits of highly ineffective investors… 6. Not saving a regular amount on your monthly earnings…

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Ran

  • 1. Annuity proposal for by maXpertz - Get the Money Avenues Expertise
  • 3.
  • 5.
  • 6.
  • 7. With Waiver of Premium**
  • 8.
  • 9. With Waiver of Premium**
  • 10.
  • 11.
  • 12.
  • 13. After one’s life term, the policy can be passed on to the nominee, which in essence becomes like a property.
  • 14. In the event of a mishap within 22 years ie., policy paying term, the nominee gets the sum assured + the fund value. For eg., Mr. X is struck with a mishap after 10 years, the nominee gets the full sum assured + the fund value accrued for 10 years.
  • 15.
  • 16. Product – Birla Sunlife insurance Health Cover Plan: For both – For 5 lacs – Rs 10,308 PA.
  • 17. Seven habits of highly ineffective investors… 1. Keeping all your money in the bank account which earns very low interest…
  • 18. Seven habits of highly ineffective investors… 2. Assuming one to be old or too young to make a financial plan…
  • 19. Seven habits of highly ineffective investors… 3. Great to be busy @ work.. But that being a reason to avoid personal financial planning.
  • 20. Seven habits of highly ineffective investors… 4. Postponing the financial planning for tomorrow.
  • 21. Seven habits of highly ineffective investors… 5. Treating personal financial planning as a boring exercise
  • 22. Seven habits of highly ineffective investors… 6. Not saving a regular amount on your monthly earnings…
  • 23. Seven habits of highly ineffective investors… 7. Not having adequate insurance cover for self and the family…
  • 24.
  • 25. Am I saving enough?
  • 26. Am I deploying the saved money in the best investment options?
  • 27.
  • 29. Can I retire some of the debts?
  • 30. Have I planned for my immediate and distant future?
  • 31.
  • 32. maXpertz Wealth Managers’.. http://mymoneyavenues.blogspot.com/