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    Life Link Super Pension

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    hyderabad
    The document provides sample benefit illustrations for a unit-linked pension plan with premium amounts of Rs. 25,000 and Rs. 50,000 invested entirely in the Pension Flexi Balanced II/Pension Balancer II fund under two return scenarios of 10% and 6% annual returns. The illustrations show projected fund values and benefits over sample time periods of 1 to 20 years. Important notes provide disclaimers around returns not being guaranteed and actual results varying from projections.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Life Link Super Pension

    Uploaded by

    hyderabad
    38 views1 page
    The document provides sample benefit illustrations for a unit-linked pension plan with premium amounts of Rs. 25,000 and Rs. 50,000 invested entirely in the Pension Flexi Balanced II/Pension Balancer II fund under two return scenarios of 10% and 6% annual returns. The illustrations show projected fund values and benefits over sample time periods of 1 to 20 years. Important notes provide disclaimers around returns not being guaranteed and actual results varying from projections.

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    icici prudential lifelink super pention

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    The document provides sample benefit illustrations for a unit-linked pension plan with premium amounts of Rs. 25,000 and Rs. 50,000 invested entirely in the Pension Flexi Balanced II/Pension Balancer II fund under two return scenarios of 10% and 6% annual returns. The illustrations show projected fund values and benefits over sample time periods of 1 to 20 years. Important notes provide disclaimers around returns not being guaranteed and actual results varying from projections.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    38 views1 page

    Life Link Super Pension

    Uploaded by

    hyderabad
    The document provides sample benefit illustrations for a unit-linked pension plan with premium amounts of Rs. 25,000 and Rs. 50,000 invested entirely in the Pension Flexi Balanced II/Pension Balancer II fund under two return scenarios of 10% and 6% annual returns. The illustrations show projected fund values and benefits over sample time periods of 1 to 20 years. Important notes provide disclaimers around returns not being guaranteed and actual results varying from projections.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Standard Benefit Illustration

    (For unit-linked policies)

    Name of Customer
    Application No.:

    Tick if chosen LifeLink Super Pension (Illustrative values) (All Figures in Rs.)

    Premium : Rs 25,000, Pension Flexi Balanced II / Pension Balancer II Fund : 100%


    Scenario 1 - @ 10% p.a. return Scenario 2 - @ 6% p.a. return
    Surrender Surrender
    Premium Policy Total Fund Policy Total Fund
    Policy Total Value at Death Total Value at Death
    Age Allocation admin Value at admin Value at
    Year Charges the end of Benefit Charges the end of Benefit
    Charges charges Year end charges Year end
    the year the year

    1 35 2,000 240 2,240 24,786 - 24,786 240 2,240 23,884 - 23,884


    2 36 - 240 240 26,730 - 26,730 240 240 24,812 - 24,812
    3 37 - 240 240 28,848 27,694 28,848 240 240 25,786 24,755 25,786
    4 38 - 240 240 31,154 30,531 31,154 240 240 26,808 26,272 26,808
    5 39 - 240 240 33,665 33,665 33,665 240 240 27,881 27,881 27,881
    10 44 - 240 240 50,000 50,000 50,000 240 240 34,092 34,092 34,092
    15 49 - 240 240 75,018 75,018 75,018 240 240 41,997 41,997 41,997
    20 54 - 240 240 113,335 113,335 113,335 240 240 52,057 52,057 52,057

    Premium : Rs 50,000, Pension Flexi Balanced II / Pension Balancer II Fund : 100%


    Scenario 1 - @ 10% p.a. return Scenario 2 - @ 6% p.a. return
    Surrender Surrender
    Premium Policy Total Fund Policy Total Fund
    Policy Total Value at Death Total Value at Death
    Age Allocation admin Value at admin Value at
    Year Charges the end of Benefit Charges the end of Benefit
    Charges charges Year end charges Year end
    the year the year

    1 35 3,000 240 3,240 50,922 - 50,922 240 3,240 49,070 - 49,070


    2 36 - 240 240 55,192 - 55,192 240 240 51,242 - 51,242
    3 37 - 240 240 59,843 57,449 59,843 240 240 53,522 51,381 53,522
    4 38 - 240 240 64,908 63,610 64,908 240 240 55,914 54,795 55,914
    5 39 - 240 240 70,423 70,423 70,423 240 240 58,484 58,424 58,484
    10 44 - 240 240 106,298 106,298 106,298 240 240 72,963 72,963 72,963
    15 49 - 240 240 161,242 161,242 161,242 240 240 91,465 91,465 91,465
    20 54 - 240 240 245,394 245,394 245,394 240 240 115,012 115,012 115,012

     The above illustrations are standardized benefit illustrations, not customized according to your age, premium, sum assured, term or fund choices. To obtain a illustration which
    is customized according to your needs, please contact your financial advisor.
     For the purpose of illustrations. we have used 10% and 6% as the higher and the lower rates of investment returns respectively, in the calculations. These are in accordance with the
    guidelines issued by the Life Insurance Council and in no way signify our expectations of investment return on the six funds. For each of the funds, the actual investment return may
    be higher or lower than the above rates based on the asset classes and the risk taken.
     The investments in the units are subject to market and other risks and there can be no assurance that the objectives of any of the fund will be achieved
     Tax Benefits under Section 80CCC would be available as per the prevailing Income Tax laws.
     The fund options do not offer a guaranteed or assured return
     The unit value of the units of each of the funds can go up or down depending on the factors and forces affecting the financial markets from time to time and may also be affected by
    changes in the general level of interest rates.
     For any further clarifications, please feel free to contact your advisor/FSC or e-mail us on lifeline@iciciprulife.com
     The above information must be read in conjunction with the product brochure.
     SERVICE TAX AND EDUCATION CESS WOULD BE LEVIED AS PER APPLICABLE TAX LAWS.

    Customer’s Signature:

    Insurance is the subject matter of the solicitation. © 2007, ICICI Prudential Life Insurance Company Limited. Date:
    LifeLink Super Pension Form No.: U44, UIN:105L057V01.

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