WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE (VELLORE DIVISION) GREETINGS FROM LIC OF INDIA YOU ARE OUR ESTEEMED POLICYHOLDER WE THANK YOUR PATRONAGE.

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Presentation transcript:

WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE (VELLORE DIVISION) GREETINGS FROM LIC OF INDIA YOU ARE OUR ESTEEMED POLICYHOLDER WE THANK YOUR PATRONAGE

WE ARE VERY HAPPY TO PRESENT OUR NEW PLAN IN A WORLD OF UNCERTAINTIES A GUARANTEED HIGHEST NAV PRODUCT WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

LIC’S Wealth Plus ULIP with Guaranteed FUND VALUE at the end of the term based on the highest NAV over the first 7 years or NAV as applicable at the end of the policy term, whichever is higher. WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

On Maturity: Highest Fund value of units held as on that date. BEFORE MATURITY : Partial withdrawal after 3yrs On death: Sum Assured under basic plan + Accident benefit S.A. if opted + Fund Value of units held ( no other plan has this benefit) WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

Illustration on Growth of WEALTH PLUS Fund Value Onetime Investment : Rs.10,00,000/- Age : 35 Years Maximum Term : 8 years Entry Rate : Rs.10/- On the basis of our Past Experience the Highest NAV mentioned above is possible. NAV ranges between Rs. 33 and Rs. 66 and your investment will grow between 3 times to 6 times in 8 years + 2 years free extended Risk Cover. WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE DurationUnits on Hand (appr.) Expected Rate (NAV) per unit Growth Analysis on Experience Fund Value/ Maturity Amt. 8 years Withdrawal facility after 3 years Rs.33/ Rs.44/ Rs.55/ Rs.66/- Minimum Growth Reasonable Growth Past Experience Extraordinary Growth Rs. 30 lacs Rs. 40 lacs Rs. 50 lacs Rs. 60 lacs

WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE PAST EXPERIENCE OF OUR ULIP PERFORMANCE If WEALTH PLUS performs at similar level, your investment in WEALTH PLUS will grow 5 times. IT IS REALLY A WONDERFUL GROWTH! NAMEDate OF LAUNCHHIGHEST NAVDURATION BIMA PLUS Rs YEARS FUTURE PLUS Rs YEARS JEEVAN PLUS Rs ½ YEARS

At the end of the policy term, the payment of Policyholder’s Fund Value will be based on the highest Net Asset Value(NAV) over the first 7 years of the policy or the NAV as applicable at end of the policy term, whichever is higher. This Guarantee Will be applicable only for payment made at the end of the Policy term irrespective of any partial withdrawals made during the policy term. The period of 7 years starts from the date of commencement of policy. WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

 Attractive Guaranteed NAV based returns even if interest rates/sensex falls  One time investment facility available  Short term policy with flexibility of premium payment for 3 years  Brand LIC Guarantees the HIGHEST Net Asset Value (NAV) over the first Seven years of the Policy  Immediately invest – Plan likely to end by  Death Benefit is Sum Assured plus Fund value(No other plan has this benefit) WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

 Withdrawal option available after 3 years  No Exit Charges  Tax exemption U/S 80C on entry & U/S 10(10D) on Maturity.  Facility to pay premiums under Yearly/Half Yearly/Quarterly/Monthly ECS  Plan available for ages 10 yrs to 65 yrs  Free Extended Risk Cover for 2 years after Maturity.  Accident Benefit rider available WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

lllustration with Bima Plus Vs Wealth Plus If a 40 year old person has invested Rs.1,00,000/- under Risk Fund in Bima Plus at a NAV of Rs.10/- at the time of launch of Bima Plus i.e. on His Fund Value at the highest NAV (Rs.50.35) recorded during the first Seven Years of the Policy i.e. on is Rs.4,48,522/- His Fund value after 8 years i.e. on at a NAV of Rs is Rs.2,85,474/- Under the provisions of Guaranteed NAV under Wealth Plus, the policyholder’s Fund value will be Rs.4,48,522/- & thus 57% more than that of Bima Plus Plan Provision WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANETEE

WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE

WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANETEE OUR STRENGTHS 1. Total Income FY : Rs.2,00, cr. 2. Total Life Fund : Rs.8,07, cr. 3. Total Assets as at : Rs.8,73, cr. MOST TRUSTED BRAND HONEST-SCIENTIFIC-PRUDENT INVESTMENT PATTERN

BRAND_leadership Business_Super Brand CNBC_awaaz _2009 Golden_ Peacock award Indus Award 2010Loyalty_2009 Trusted Brand Award WEALTH PLUS-A UNIQUE PLAN WITH HIGHEST NAV GUARANTEE AWARDS