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2. Presentations option is used to generate Cash Flow Chart, Plan Brochure & Cost Benefit analysis. Tele Marketing option is used for calculation of premiums & benefits. Agents Manual option is used to get the details of the plan. Through this option plans in Term series can be combined on Single Click. User can minimize, close & can take help through these Options. 2 HeliumSoft Pvt. Lmt.

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4. For Single Plan Presentation,Create the Customer Data through Age Entry option and thereafter, check in the single plan Option Button. 4 HeliumSoft Pvt. Lmt.

5. 5 Say, User selects Jeevan Anand policy from list.

6. Thereafter, Click on “PROCESS “ Button. Enter the Term, PremiumPayingTerm, Sum Assured and Mode in the respective fields. 6 HeliumSoft Pvt. Lmt.

7. To view Plan Brochure, Click on this. 7 HeliumSoft Pvt. Lmt.

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10. To create Mix Product, first click the mix product check option button and then enter the Table, Term etc and click the Process Button as under Single Plan Presentation for all the plans, you want to mix. 10 HeliumSoft Pvt. Lmt.

11. Select the desired client from list and then click on View Report button. 11 HeliumSoft Pvt. Lmt.

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13. To view Cash Flow Chart with Yield %, Click on the label Calculate & Show Yield. 13 HeliumSoft Pvt. Lmt.

14. Select the desired client from list and then click on View Report.. 14 HeliumSoft Pvt. Lmt.

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17. To create Family Package, Check this option. To create a new family package, choose the option create new package. 17 HeliumSoft Pvt. Lmt.

18. Create customer data (through option Age Entry) for 1 st member, add plans data (as we do under single plan presentation ) and click Process Button. 18 HeliumSoft Pvt. Lmt.

19. Create data for second member( through Age Entry option ), add plans data & click Process Button.Similarly for 3 rd & more members. 19 HeliumSoft Pvt. Lmt.

20. Click on Benefit & Plan Composition to get the Benefit & Plan Composition Report under Family Package.. 20 HeliumSoft Pvt. Lmt.

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22. Similarly for Cash Flow Chart Click the Cash Flow Chart label. 22 HeliumSoft Pvt. Lmt.

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24. Now to view customer wise Report click this label. 24 HeliumSoft Pvt. Lmt.

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26. If you click the all settings option, then the reports are generated simultaneously in all the cabs.viz; single plan, mix plan and family package. 26 HeliumSoft Pvt. Lmt.

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28. HeliumSoft Pvt. Lmt. 28 Click for “Age Entry” option.

29. 29 HeliumSoft Pvt. Lmt. Enter your Birth Date ( Date,Month, Year ) and enter Name and click on “Create Customer Data “ Button. All the customers data are stored in a list.You can select a customer from the list directly(without Creating a new customer ID) by clicking the Button “Select from the list”.

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31. 31 HeliumSoft Pvt. Lmt. To Find, Modify & Flush out, Click on this Button.

32. HeliumSoft Pvt. Lmt. 32 To Modify Customer Data, click on this option.. Enter the Customer ID And Click OK button.

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35. HeliumSoft Pvt. Lmt. 35 Click for “Change Bonus Etc” option. Note- This option should be used after you have entered table no and before you have clicked the Process Button.

36. HeliumSoft Pvt. Lmt. 36

37. HeliumSoft Pvt. Lmt. 37 Click on “Tax Rate” Button. Default value is 15. User can change this value.

38. HeliumSoft Pvt. Lmt. 38 Click on “Acc-Sum” Button. Default value is 0. User can change this value.

39. HeliumSoft Pvt. Lmt. 39 Click on “Bonus” Button. Default value is 100. User can change this value.

40. HeliumSoft Pvt. Lmt. 40

41. HeliumSoft Pvt. Lmt. 41 Click for “Modify Per. Details” option to Enter/ Modify yours personal details.

42. HeliumSoft Pvt. Lmt. 42 Fill all details then click on OK button.

43. HeliumSoft Pvt. Lmt. 43

44. HeliumSoft Pvt. Lmt. 44 Wherever Term Assurance Rider is applicable the “Term Assurance Rider “ Button would become darkened, once you come out of the ( Mode) field. Before you click the Process Button, Click on the Term Assurance Rider Button if this rider is to be given. Wherever Term Assurance Rider is applicable the “Term Assurance Rider “ Button would become darkened, once you come out of the ( Mode) field. Before you click the Process Button, Click on the Term Assurance Rider Button if this rider is to be given.

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46. HeliumSoft Pvt. Lmt. 46 Enter the amount and Click ok Button. Enter the amount and Click ok Button.

47. HeliumSoft Pvt. Lmt. 47 Term Assurance Rider amount is shown as Additional Risk Cover. Term Assurance Rider amount is shown as Additional Risk Cover.

48. HeliumSoft Pvt. Lmt. 48 Wherever Critical Illness Rider is applicable the “Critical Illness Rider“ Button would become darkened, once you come out of the ( Mode) field. Before you click the Process Button, Click on the Critical Illness Rider Button if this rider is to be given. Wherever Critical Illness Rider is applicable the “Critical Illness Rider“ Button would become darkened, once you come out of the ( Mode) field. Before you click the Process Button, Click on the Critical Illness Rider Button if this rider is to be given.

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50. HeliumSoft Pvt. Lmt. 50 Click on any of the two buttons (as per the need). Click on any of the two buttons (as per the need).

51. HeliumSoft Pvt. Lmt. 51 Enter the amount and Click ok Button. Enter the amount and Click ok Button.

52. HeliumSoft Pvt. Lmt. 52 This premium includes Critical Illness Rider premium also. This premium includes Critical Illness Rider premium also.

53. HeliumSoft Pvt. Lmt. 53 Wherever Child Plans Riders are applicable the “Child Plans Riders“ Button would become darkened,once you come out of the ( Mode) field. Before you click the Process Button, Click on the Child Plans Riders Button if this rider is to be given. Wherever Child Plans Riders are applicable the “Child Plans Riders“ Button would become darkened,once you come out of the ( Mode) field. Before you click the Process Button, Click on the Child Plans Riders Button if this rider is to be given.

54. HeliumSoft Pvt. Lmt. 54 Select Yes.

55. HeliumSoft Pvt. Lmt. 55 Change/Enter the Proposer’s Details and click ok Button. Change/Enter the Proposer’s Details and click ok Button.

56. HeliumSoft Pvt. Lmt. 56 This premium includes Rider premium also. This premium includes Rider premium also.

57. HeliumSoft Pvt. Lmt. 57 Wherever Congenital Disability Benefit Rider is applicable the “Congenital Disability Benefit Rider“ Button would become darkened, once you come out of the ( Mode) field. Before you click the Process Button, Click on the Congenital Disability Benefit Rider Button if this rider is to be given. Wherever Congenital Disability Benefit Rider is applicable the “Congenital Disability Benefit Rider“ Button would become darkened, once you come out of the ( Mode) field. Before you click the Process Button, Click on the Congenital Disability Benefit Rider Button if this rider is to be given.

58. HeliumSoft Pvt. Lmt. 58 Enter the amount and Click ok Button. Enter the amount and Click ok Button.

59. HeliumSoft Pvt. Lmt. 59 This premium includes Rider premium also. This premium includes Rider premium also.

60. HeliumSoft Pvt. Lmt. 60

61. HeliumSoft Pvt. Lmt. 61 To give personalized presentation on PowerPoint, click here. To give personalized presentation on PowerPoint, click here.

62. HeliumSoft Pvt. Lmt. 62 To select the background/ template for presentation, click here. To select the background/ template for presentation, click here.

63. HeliumSoft Pvt. Lmt. 63 Select from here and open button. Select from here and open button.

64. HeliumSoft Pvt. Lmt. 64 To add music,click this button. Select song button gets enabled. To add music,click this button. Select song button gets enabled.

65. HeliumSoft Pvt. Lmt. 65 Then click the select song button. Then click the select song button.

66. HeliumSoft Pvt. Lmt. 66 Select the song from Here and click open button. Select the song from Here and click open button.

67. HeliumSoft Pvt. Lmt. 67 Finally click on create Show button. Finally click on create Show button.

68. HeliumSoft Pvt. Lmt. 68 A view of the Presentation on the life of Ms.NIKITA SINHA. A view of the Presentation on the life of Ms.NIKITA SINHA.

69. HeliumSoft Pvt. Lmt. 69 A view of cash flow chart on PowerPoint. A view of cash flow chart on PowerPoint.

70. HeliumSoft Pvt. Lmt. 70 To open saved show, Click here. To open saved show, Click here.

71. HeliumSoft Pvt. Lmt. 71

72. HeliumSoft Pvt. Lmt. 72 Enter the fields here.

73. HeliumSoft Pvt. Lmt. 73 If you want to give the Partial withdrawal amount, tick the Check box first. Then fill the withdrawal amount And click the Process Button. If you want to give the Partial withdrawal amount, tick the Check box first. Then fill the withdrawal amount And click the Process Button.

74. HeliumSoft Pvt. Lmt. 74 To view the different reports, click on the respective labels. To view the different reports, click on the respective labels.

75. HeliumSoft Pvt. Lmt. 75 View report as Endowment- Money Back Plan. View report as Endowment- Money Back Plan.

76. HeliumSoft Pvt. Lmt. 76 View report as Self Funding Plan. View report as Self Funding Plan.

77. HeliumSoft Pvt. Lmt. 77 In all the years, by default Withdrawal amounts comes to the Filled in withdrawal amount. In all the years, by default Withdrawal amounts comes to the Filled in withdrawal amount.

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79. HeliumSoft Pvt. Lmt. 79 To change the withdrawal amount in certain year/years, Click the Modify Button And change the amount in the figure, we find the withdrawal amount In the years 6 to 10 have been change to 0. To change the withdrawal amount in certain year/years, Click the Modify Button And change the amount in the figure, we find the withdrawal amount In the years 6 to 10 have been change to 0.

80. HeliumSoft Pvt. Lmt. 80 After modifying the withdrawal amount,click the Process Button. The effect of modification is visible in report. After modifying the withdrawal amount,click the Process Button. The effect of modification is visible in report.

81. HeliumSoft Pvt. Lmt. 81 As we find the withdrawal starts from Eleventh year. As we find the withdrawal starts from Eleventh year.

82. HeliumSoft Pvt. Lmt. 82 To select the fund type, check any one of the options. By default it is the growth fund. To select the fund type, check any one of the options. By default it is the growth fund.

83. HeliumSoft Pvt. Lmt. 83  Default CAGR %(26.75%) Is based on the bima plus experience between dates feb 28/2001 and May 10/2006.  The corresponding NAV rates were Rs.10 and Rs. 34.28.  Experience dates and NAV rates can be changed by selecting /entering in the respective fields. Accordingly CAGR% would also change.  Default CAGR %(26.75%) Is based on the bima plus experience between dates feb 28/2001 and May 10/2006.  The corresponding NAV rates were Rs.10 and Rs. 34.28.  Experience dates and NAV rates can be changed by selecting /entering in the respective fields. Accordingly CAGR% would also change.  To give the customer’s expectation enter the CAGR % in the relevant box.  By default it is 16%.  To give the customer’s expectation enter the CAGR % in the relevant box.  By default it is 16%.

84. HeliumSoft Pvt. Lmt. 84 To View NAV Rate, click on this Button. To View NAV Rate, click on this Button.

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86. HeliumSoft Pvt. Lmt. 86 To View Modify/Add to NAV Tables, click on this Button. To View Modify/Add to NAV Tables, click on this Button.

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88. HeliumSoft Pvt. Lmt. 88 To View Portfolio Management, click on this Button. To View Portfolio Management, click on this Button.

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92. HeliumSoft Pvt. Lmt. 92 First Step To choose the Annuity Type, Check any of the options. By default it is ” Annuity for life With return of purchase Price”. First Step To choose the Annuity Type, Check any of the options. By default it is ” Annuity for life With return of purchase Price”. Second Step Choose the Annuity Payable, Check any of the options. By default it is ” Yearly”. Second Step Choose the Annuity Payable, Check any of the options. By default it is ” Yearly”. Third Step Select the Purchase Price Or the Desired Annuity as per the option sought by the client. Third Step Select the Purchase Price Or the Desired Annuity as per the option sought by the client.

93. HeliumSoft Pvt. Lmt. 93 Enter the Purchase Price amount and click the Process Button. Enter the Purchase Price amount and click the Process Button.

94. HeliumSoft Pvt. Lmt. 94 This report is available on Plan’s data entry screen under “Single Plan Reports” labeled as Pension Flow. This report is available on Plan’s data entry screen under “Single Plan Reports” labeled as Pension Flow.

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97. HeliumSoft Pvt. Lmt. 97 For CAGR% Calculator, Click on this button. For CAGR% Calculator, Click on this button.

98. HeliumSoft Pvt. Lmt. 98  Default CAGR %(26.75%) Is based on the bima plus experience between dates feb 28/2001 and May 10/2006.  The corresponding NAV rates were Rs.10 and Rs. 34.28.  Experience dates and NAV rates can be changed by selecting /entering in the respective fields. Accordingly CAGR% would also change.  Default CAGR %(26.75%) Is based on the bima plus experience between dates feb 28/2001 and May 10/2006.  The corresponding NAV rates were Rs.10 and Rs. 34.28.  Experience dates and NAV rates can be changed by selecting /entering in the respective fields. Accordingly CAGR% would also change.

99. HeliumSoft Pvt. Lmt. 99 For Domiciliary Treatment Benefit, tick the Check box first. Then fill the withdrawal amount. For Domiciliary Treatment Benefit, tick the Check box first. Then fill the withdrawal amount.

100. HeliumSoft Pvt. Lmt. 100 To change CAGR%,click this Button. To change CAGR%,click this Button. By Default, it is 16%.

101. HeliumSoft Pvt. Lmt. 101 Members details are to be modified/ filled here. Members details are to be modified/ filled here. To Refresh the Member Data(when you want to fill new set of members), click this Button. To Refresh the Member Data(when you want to fill new set of members), click this Button. After filling all the data above, Click the Process Button. After filling all the data above, Click the Process Button. To view reports, click this Button. To view reports, click this Button.

102. HeliumSoft Pvt. Lmt. 102 Click on Descriptive Report.

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104. HeliumSoft Pvt. Lmt. 104 Click on Cash Flow chart.

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106. HeliumSoft Pvt. Lmt. 106 To View NAV Rate, click on this Button. To View NAV Rate, click on this Button.

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108. HeliumSoft Pvt. Lmt. 108 To View Modify/Add to NAV Tables, click on this Button. To View Modify/Add to NAV Tables, click on this Button.

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110. HeliumSoft Pvt. Lmt. 110 To View Portfolio Management, click on this Button. To View Portfolio Management, click on this Button.

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113. Click on Tele-Marketing.

114. Enter Age, Table, Term,PPT and Sum Assured.

115. Now Click on Calculate Button. Now Click on Calculate Button.

116. User can view maturity amount, bonus and final additional Bonus etc. User can view maturity amount, bonus and final additional Bonus etc.

117. User can view premium under diff modes with accident benefit and without accident benefit. User can view premium under diff modes with accident benefit and without accident benefit.

118. User can change accident cover.

119. User can view Tabular Premium. User can view Tabular Premium. user can use calculator.

120. User can view survival, Maturity & Death benefits by Clicking respective buttons

121. On clicking picture User can play media player. On clicking picture User can play media player.

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123. Now Click on Agent’s Manual. Select any plan from Table. 123 HeliumSoft Pvt. Lmt.

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125. HeliumSoft Pvt. Lmt. 125 Click on Death Benefit Button.

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127. HeliumSoft Pvt. Lmt. 127 Click on Restrictions Button.

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129. HeliumSoft Pvt. Lmt. 129 Click on Age Proof Button.

130. HeliumSoft Pvt. Lmt. 130 User can use scroll bar to view all details

131. HeliumSoft Pvt. Lmt. 131 Click on Spl Report Chart Button.

132. HeliumSoft Pvt. Lmt. 132

133. HeliumSoft Pvt. Lmt. 133 Click on Maturity/Surviv al Benefit Button.

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135. HeliumSoft Pvt. Lmt. 135 Click on Rebates Button.

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137. HeliumSoft Pvt. Lmt. 137 Click on Riders Button.

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140. Click on Series Combinations. 140 HeliumSoft Pvt. Lmt.

141. 141 Enter the name,age and select Table from list. User need to enter Term Range(in the From and To fields), Sum Assured and Mode. Thereafter, Click “Create a new Package” button.

142. HeliumSoft Pvt. Lmt. 142 Click this Button to view reports. To create a new package, Click on “Create a New Package “ Button. To add new records or new series, to already created package,Click the Button “Add to Existing Package”.

143. HeliumSoft Pvt. Lmt. 143 Bonus can be increased or decreased by setting values here.

144. HeliumSoft Pvt. Lmt. 144 Change the default value and click ok. User can change Investment Rate here. Default value is 8. User can change Investment Rate here. Default value is 8.

145. HeliumSoft Pvt. Lmt. 145 Let us click here to go to report screen.

146. Click on “Front Page” Button.

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148. HeliumSoft Pvt. Lmt. 148 Click on “Flow Chart” Button.

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150. HeliumSoft Pvt. Lmt. 150 Click on “Close” Button to close this window.

151. Click on Help button. A word file will open as a user guide. User can take help from this user guide. 151 HeliumSoft Pvt. Lmt.