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This unique policy is a perfect planning tool for your family.

Your family stays financially protected for life.


You pay premiums only for a limited period i.e. 15,20,25 or 30 years.
And guess what!!! The policy then keeps you paying EVERY YEAR for your LIFETIME.

Have a look at its amazing benefits


l A unique blend of Whole Life + Moneyback plan.
l Exclusive plan for Saving and Retirement Planning.
l Riskcover for whole life i.e. upto age 100
l 8% of the Sum Assured is paid as money back at the end of the premium paying term.
l Riskcover continues for lifetime to the extent of Sum Assured + Bonus + FAB (if Any)
l At age 100 enjoy the maturity benefit which is equal to Sum Assured + Bonus + FAB (if Any)
l Flexible premium paying term options - 15,20,25 or 30 years.
l Available in all modes to suit your premium payment convenience - Yearly, Half Yearly, Quarterly,
Monthly (NACH only), and SSS
l Riders are also available to customize this policy as per your needs. Riders available are Accidental
Death and Disability Benefit Rider, Accident Death Benefit, Term Rider and Critical Illness Rider.
l Loan Available after the policy acquires the paidup value.
l Premiums paid are eligible for Tax Benefits under section 80C and 80D.
l Maturity Amount is Tax Free u/s 10 (10) (D).

Presentation specially prepared for

Mrs. S
Age 40 years

Prepared by:
S S MANGALORE
Sample Report For Demonstration Purpose Only
205-206, C-Wing, Crystal Plaza,New Link Road,
Andheri(W), Mumbai - 400 053.
Tel: 4060 1000 Fax:4060 1226.
e-mail. support@datacompwebtech.com
S S MANGALORE
Sample Report For Demonstration Purpose Only

205-206, C-Wing, Crystal Plaza,New Link Road,


Andheri(W), Mumbai - 400 053.
Tel: 4060 1000 Fax:4060 1226.
e-mail. support@datacompwebtech.com

Jeevan Umang(845) Option Planner

Name : Mrs. S Sum Assured : 1000000


Age : 40 yrs Date Of Report : 07/04/2019

GST Bifurcation

1st Year 2nd Year Onward


Term PPT Basic GST Total GST Total
60 15 76,944 3,462 80,406 1,731 78,675
60 20 51,954 2,338 54,292 1,169 53,123
60 25 39,704 1,787 41,491 893 40,597
60 30 32,648 1,469 34,117 735 33,383

Summary of Premium Amount

P R E M I U M A M O U N T
Term PPT Yearly Half Yearly Quarterly Monthly SSS
60 15 80,406 40,622 20,521 6,841 6,841
60 20 54,292 27,432 13,859 4,620 4,620
60 25 41,491 20,966 10,593 3,531 3,531
60 30 34,117 17,241 8,712 2,904 2,904

Additional Rider Premium

A NNU A L P R E MI U M ( T e r m/ P P T )

Riders Amount 60/15 60/20 60/25 60/30

Double Accident Benefit 1000000 1450 1250 1100 1000

Accident Benefit Rider 1000000 500 500 500 500

Term Rider Benefit 1000000 12809 10770 9663 9006

Critical Illness Rider 1000000 10986 9241 8271 7703


S S MANGALORE
Sample Report For Demonstration Purpose Only

205-206, C-Wing, Crystal Plaza,New Link Road,


Andheri(W), Mumbai - 400 053.
Tel: 4060 1000 Fax:4060 1226.
e-mail. support@datacompwebtech.com

Jeevan Umang(845) Option Planner

Name : Mrs. S Sum Assured : 1000000

Age : 40 Date Of Report : 07/04/2019

Summary of Benefits

A C C U M U L A T I O N P E R I O D
15 Years 20 Years 25 Years 30 Years
Pol Yr. Age Riskcover Returns Riskcover Returns Riskcover Returns Riskcover Returns
1 41 10,60,000 0 10,55,000 0 10,50,000 0 10,49,000 0
2 42 11,20,000 0 11,10,000 0 11,00,000 0 10,98,000 0
3 43 11,80,000 0 11,65,000 0 11,50,000 0 11,47,000 0
4 44 12,40,000 0 12,20,000 0 12,00,000 0 11,96,000 0
5 45 13,00,000 0 12,75,000 0 12,50,000 0 12,45,000 0
6 46 13,60,000 0 13,30,000 0 13,00,000 0 12,94,000 0
7 47 14,20,000 0 13,85,000 0 13,50,000 0 13,43,000 0
8 48 14,80,000 0 14,40,000 0 14,00,000 0 13,92,000 0
9 49 15,40,000 0 14,95,000 0 14,50,000 0 14,41,000 0
10 50 16,00,000 0 15,50,000 0 15,00,000 0 14,90,000 0
11 51 16,60,000 0 16,05,000 0 15,50,000 0 15,39,000 0
12 52 17,20,000 0 16,60,000 0 16,00,000 0 15,88,000 0
13 53 17,80,000 0 17,15,000 0 16,50,000 0 16,37,000 0
14 54 18,40,000 0 17,70,000 0 17,00,000 0 16,86,000 0
15 55 19,20,000 80,000 18,45,000 0 17,70,000 0 17,55,000 0
16 56 19,55,000 80,000 19,05,000 0 18,25,000 0 18,09,000 0
17 57 19,90,000 80,000 19,65,000 0 18,80,000 0 18,63,000 0
18 58 20,25,000 80,000 20,25,000 0 19,35,000 0 19,17,000 0
19 59 20,70,000 80,000 20,95,000 0 20,00,000 0 19,81,000 0
20 60 21,20,000 80,000 21,70,000 80,000 20,70,000 0 20,50,000 0
21 61 21,80,000 80,000 22,27,500 80,000 21,50,000 0 21,29,000 0
22 62 22,60,000 80,000 23,05,000 80,000 22,50,000 0 22,28,000 0
23 63 23,90,000 80,000 24,32,500 80,000 24,00,000 0 23,77,000 0
24 64 25,20,000 80,000 25,60,000 80,000 25,50,000 0 25,26,000 0
25 65 26,50,000 80,000 26,87,500 80,000 27,00,000 80,000 26,75,000 0
26 66 27,80,000 80,000 28,15,000 80,000 28,25,000 80,000 28,24,000 0
27 67 29,30,000 80,000 29,62,500 80,000 29,70,000 80,000 29,93,000 0
28 68 30,80,000 80,000 31,10,000 80,000 31,15,000 80,000 31,62,000 0
29 69 32,30,000 80,000 32,57,500 80,000 32,60,000 80,000 33,31,000 0
30 70 34,50,000 80,000 34,75,000 80,000 34,75,000 80,000 35,70,000 80,000
31 71 36,80,000 80,000 37,02,500 80,000 37,00,000 80,000 37,94,500 80,000
32 72 39,60,000 80,000 39,80,000 80,000 39,75,000 80,000 40,69,000 80,000
33 73 42,40,000 80,000 42,57,500 80,000 42,50,000 80,000 43,43,500 80,000
34 74 45,20,000 80,000 45,35,000 80,000 45,25,000 80,000 46,18,000 80,000
35 75 48,00,000 80,000 48,12,500 80,000 48,00,000 80,000 48,92,500 80,000
36 76 50,80,000 80,000 50,90,000 80,000 50,75,000 80,000 51,67,000 80,000
37 77 53,60,000 80,000 53,67,500 80,000 53,50,000 80,000 54,41,500 80,000
38 78 56,40,000 80,000 56,45,000 80,000 56,25,000 80,000 57,16,000 80,000
39 79 59,20,000 80,000 59,22,500 80,000 59,00,000 80,000 59,90,500 80,000
40 80 62,00,000 80,000 62,00,000 80,000 61,75,000 80,000 62,65,000 80,000
S S MANGALORE
Sample Report For Demonstration Purpose Only

205-206, C-Wing, Crystal Plaza,New Link Road,


Andheri(W), Mumbai - 400 053.
Tel: 4060 1000 Fax:4060 1226.
e-mail. support@datacompwebtech.com

Jeevan Umang(845) Option Planner

A C C U M U L A T I O N P E R I O D
15 Years 20 Years 25 Years 30 Years
Pol Yr. Age Riskcover Returns Riskcover Returns Riskcover Returns Riskcover Returns
41 81 62,30,000 80,000 62,27,500 80,000 62,00,000 80,000 62,89,500 80,000
42 82 62,60,000 80,000 62,55,000 80,000 62,25,000 80,000 63,14,000 80,000
43 83 62,90,000 80,000 62,82,500 80,000 62,50,000 80,000 63,38,500 80,000
44 84 63,20,000 80,000 63,10,000 80,000 62,75,000 80,000 63,63,000 80,000
45 85 63,50,000 80,000 63,37,500 80,000 63,00,000 80,000 63,87,500 80,000
46 86 63,80,000 80,000 63,65,000 80,000 63,25,000 80,000 64,12,000 80,000
47 87 64,10,000 80,000 63,92,500 80,000 63,50,000 80,000 64,36,500 80,000
48 88 64,40,000 80,000 64,20,000 80,000 63,75,000 80,000 64,61,000 80,000
49 89 64,70,000 80,000 64,47,500 80,000 64,00,000 80,000 64,85,500 80,000
50 90 65,00,000 80,000 64,75,000 80,000 64,25,000 80,000 65,10,000 80,000
51 91 65,30,000 80,000 65,02,500 80,000 64,50,000 80,000 65,34,500 80,000
52 92 65,60,000 80,000 65,30,000 80,000 64,75,000 80,000 65,59,000 80,000
53 93 65,90,000 80,000 65,57,500 80,000 65,00,000 80,000 65,83,500 80,000
54 94 66,20,000 80,000 65,85,000 80,000 65,25,000 80,000 66,08,000 80,000
55 95 66,50,000 80,000 66,12,500 80,000 65,50,000 80,000 66,32,500 80,000
56 96 66,80,000 80,000 66,40,000 80,000 65,75,000 80,000 66,57,000 80,000
57 97 67,10,000 80,000 66,67,500 80,000 66,00,000 80,000 66,81,500 80,000
58 98 67,40,000 80,000 66,95,000 80,000 66,25,000 80,000 67,06,000 80,000
59 99 67,70,000 80,000 67,22,500 80,000 66,50,000 80,000 67,30,500 80,000
60 100 68,00,000 68,00,000 67,50,000 67,50,000 66,75,000 66,75,000 67,55,000 67,55,000
1,04,00,000 99,50,000 94,75,000 91,55,000

K e y A s s u mp t i o n s
Projections: - Bonus:- Last declared reversionary bonus of plan no. 845 Jeevan Umang has been considered for the purpose of projected Riskcover and
Returns.

Terminal Bonus: Last declared terminal bonus of their respective matching discontinued plans has also been considered.
Age and Returns shown are at the end of the specific year.

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