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1. NvM
BIMA
SHREE
Plan No: 848 UIN: 512N316V01

2. Launching
16th March 2018
DAY

3. JOIN

4. A
PLAN
FOR
HIGH NET WORTH
INDIVIDUALS

5. Non Linked
Money Back
Limited Payment
Guaranteed Addition

6. Policy Term Options
Option – 1 : 14 years
Option – 2 : 16 years
Option – 3 : 18 years
Option – 4 : 20 years

7. Age Group – Policy Term
18 – 55 yrs - 14 yrs
18 – 51 yrs - 16 yrs
18 – 48 yrs - 18 yrs
18 – 45 yrs - 20 yrs

8. Minimum
Basic Sum Assured
Rs.10Lakhs

9. Term – 4 = Ppt
14 yrs – 10 yrs
16 yrs – 12 yrs
18 yrs – 14 yrs
20 yrs – 16 yrs

10. Yearly
Half Yearly
Quarterly
NACH

11. Survival Benefits Schedule
BIMA SHREE PLAN

12. Death Benefit
Death Sum Assured
+
Guaranteed Additions
+
Loyalty Additions

13. Sum Assured on Death :
Highest of:
1. 125% of BSA or
2. 10 times AP or
3. 105% of Total Premiums Paid
(excluding GST)

14. Maturity Benefit
Maturity Sum Assured
+
Guaranteed Additions
+
Loyalty Additions

15. Maturity Sum Assured
14th year – 40%
16th year – 30 %
18th year – 20 %
20th year – 10 %

16. Commencement
of
Risk
from
Day One

17. Guaranteed Additions
First 5 Years
Rs.50 per 1000 BSA
Subsequent Years
Rs.55 per 1000 BSA

18. Loyalty Additions
(After 5 years Only)
If Any
Based
on
Corporation’s
Experience

19. Paid Up Value
After
Just 2years

20. Loan Just
After
2 years

21. SB Deferment Option
Option to Defer SB
After due date
During Policy Term
Increased SB payable
Along with Interest
Option Before 6 months

22. Settlement Option
A) For SB till Maturity
with Interest
B) For Death Benefit
to be decided in Advance
for 5/10/15 years

23. Optional Riders:
1. Accidental Death and Disability Rider
2. Accident Benefit Rider
3. Term Assurance Rider
4. Critical Illness Rider
5. Premium Waiver Benefit Rider (Minor)

24. Tax Benefits
u/s 80 C
&
u/s 10(10)d

25. USP’s of BIMA SHREE
1. Exclusive Plan for Upper Middle Class
2. Guaranteed Addition for Full PPT
3. Loan after 2 years
4. 125% Risk Cover from day 1
5. Premium Waiver for Minors
6. Money Back in 2 years Gap
7. 4 years Premium Holiday
8. Loyalty Addition after 5 years
9. SB Deferment Option
10. Settlement Option for SB and Claim

26. Just
16 to 18 Policies
Enough
to become