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Unique Benefits Unique combination of returns of Capital Market with guarantee of highest NAV Potential for very high returns High Liquidity – Surrender.

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Presentation on theme: "Unique Benefits Unique combination of returns of Capital Market with guarantee of highest NAV Potential for very high returns High Liquidity – Surrender."— Presentation transcript:

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2 Unique Benefits Unique combination of returns of Capital Market with guarantee of highest NAV Potential for very high returns High Liquidity – Surrender (Full or Partial) Term Just 8 years Lock in Period just 3 years Income Tax Benefits for premium paid Highly transparent – low charges

3 Unique Benefits High protection – insurance Free insurance even after Maturity – for 2 years Tax Free returns u/s 10(10D) Anybody to join 10 to 65 years of age Combines Family Protection, High Returns, Liquidity and Income Tax Benefits

4 High Returns Stock Market at a low on global cues Economy poised for 8.5% growth – markets bound to make a comeback Close ended plan Collections to be invested in Money Market investments till scheme closure Institution has the choice of investment Daily NAV – guarantee of highest NAV of 1820 days or that on Maturity

5 Insurance – added advantage Flexibility to choose insurance amount Premium payment period limited Risk benefit type 2 – Sum assured in addition to fund value Free insurance for 2 years after maturity Provision to add Accident Benefit Even children from age 10 can be covered

6 Advantage Wealth Plus No maximum limit on investment Single or just 3 years’ premium commitment - Both Lump sum and Systematic Investment (SIP) Tax free return with insurance 5 times of premium Easy liquidity with surrender and partial surrender after lock in period Very low charges LIC’s strength in Fund Management & attractive market condition

7 How it compares Better than NSC, KVP, POMIS & Bank deposit –Higher potential return, –Better liquidity – easy exit - full or partial –Additional Insurance Benefit –Income Tax benefits at both ends –Fully Tax Free return* Best product to save Income Tax (can plan for 3 financial years) Can be taken for any member of family 10 to 65 Best plan for wealth creation for specific purposes –higher education, marriage, start in life, house construction, etc.

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9 S.Anbarasu 9094762093 153, 1 st Floor, LIC Building, Anna Salai, Chennai -2 s.anbarasu@yahoo.com


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