Fortune Guarantee Plus (2)
Fortune Guarantee Plus (2)
Fortune Guarantee Plus (2)
Policyholder:
Name of the Product: Tata AIA Life Insurance Fortune Guarantee
Age (years) : 18 Gender: Male Plus
Policy Details
Basic Sum Assured (First Death) Rs. 328800
Policy Option Regular Income
Basic Sum Assured (Second Death, if any) Rs. NA
*GAI shall commence from the end of the Policy Year, following Date of Maturity of Policy. In case of monthly frequency, GAI shall commence from the end
of the policy month following Date of Maturity of Policy.
Rider Details
Details of Life
Rider Name/UIN^ Insured/Partner under the Benefit Payout
Benefit Option Return of Benefit Premium Sum Premium p.a. Year 1
(Benefit
premium Option Payment Assured without GST Discount
Option/Benefit Income option Term Term (Rs.) (Rs.) (Rs.)
Payout Option) Name Age(yrs) Gender Lumpsum Income Duration
(Rs.) p.a.(Rs.)
(yrs)
Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium with GST 2nd year onwards (Rs.) 2167 0 2167
(Amount in Rupees)
Guaranteed Non - Guaranteed
Death
Policy Single/ Annualised Survival Death
Other Maturity Benefit
Year Premium Benefit / Benefit #Min Guaranteed #Special Surrender
Benefits, if (Second
Loyalty
any Benefit ## (First
Death,
Surrender Value Value
Additions Death)
if any)
1 24000 NA NA 0 328800 NA 0 0
12 0 NA NA 21089 0 NA 0 0
13 0 NA NA 21089 0 NA 0 0
14 0 NA NA 21089 0 NA 0 0
15 0 NA NA 21089 0 NA 0 0
16 0 NA NA 21089 0 NA 0 0
17 0 NA NA 21089 0 NA 0 0
18 0 NA NA 21089 0 NA 0 0
19 0 NA NA 21089 0 NA 0 0
20 0 NA NA 21089 0 NA 0 0
21 0 NA NA 21089 0 NA 0 0
22 0 NA NA 21089 0 NA 0 0
23 0 NA NA 21089 0 NA 0 0
24 0 NA NA 21089 0 NA 0 0
25 0 NA NA 21089 0 NA 0 0
26 0 NA NA 21089 0 NA 0 0
27 0 NA NA 21089 0 NA 0 0
28 0 NA NA 21089 0 NA 0 0
29 0 NA NA 21089 0 NA 0 0
30 0 NA NA 21089 0 NA 0 0
31 0 NA NA 21089 0 NA 0 0
32 0 NA NA 21089 0 NA 0 0
33 0 NA NA 21089 0 NA 0 0
34 0 NA NA 21089 0 NA 0 0
35 0 NA NA 21089 0 NA 0 0
36 0 NA NA 21089 0 NA 0 0
37 0 NA NA 21089 0 NA 0 0
38 0 NA NA 21089 0 NA 0 0
39 0 NA NA 21089 0 NA 0 0
40 0 NA NA 21089 0 NA 0 0
41 0 NA NA 21089 0 NA 0 0
42 0 NA NA 21089 0 NA 0 0
43 0 NA NA 21089 0 NA 0 0
44 0 NA NA 21089 0 NA 0 0
45 0 NA NA 21089 0 NA 0 0
46 0 NA NA 261089 0 NA 0 0
Note: "Annualised Premium" shall be the premium payable in a year under a non-single pay option chosen by the policyholder, excluding the taxes, rider
premiums, underwriting extra premiums, loading for modal premiums, if any.
"Single Premium" shall be the premium payable under a single pay option chosen by the policyholder, excluding the taxes, rider premiums, underwriting
extra premiums, if any.
##The policyholder shall also be given the option to receive the Guaranteed Annual Income (GAI) on a monthly basis. This option has to be chosen at
inception and cannot be altered once chosen. The GAI illustrated above is the total amount payable in a year on selection of monthly mode.
#Surrender value illustrated above is the end of the policy year value.
#Special Surrender Value may be revised depending upon the prevailing marketing conditions.
#Surrender value will be higher of Guaranteed Surrender Value and Special Surrender Value
I _______________________________ (name), have explained I _______________________________ (name), having received the information
the premiums and benefits under the product fully to the prospect / with respect to the above, have understood the above statement before entering
policyholder. into the contract.
Place: i am red
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect/ Policyholder