INVESTMENT PLANNING & INCOME TAX RETURNS










INVESTMENT PLANNING

 

LIC INSURANCE POLICY


TAX BENEFIT LIC ALL PLAN AVAILABLE
Endowment Plan:-
Ø Single Premium Endowment Plan
Ø New Endowment Plan
Ø New Jeevan Anand (whole life insurance)
Ø New Jeevan Lakshya
Money Back Plan:-
Ø Lic New Money Back Plan 20 Years
Ø Lic New Money Back Plan 25 Years
Ø Lic New Bima Bachat
ØNew CHILDREN MONEY BACK
Team Assurance Plan:-
Ø Lic anmol Jeevan II
Ø Lic Amulya Jeevan II

FOR MORE DETAILS 

ASHISH SHAH  9819359533








To Receive a personalized presentation, Kindly email us the Name,DOB,City,Contact Number of the person/s to be insured along with the intended monthly investment in LIC. You will receive the best suitable plan presentation/s by email

LIFE INSURANCE PLANS FROM LIC OF INDIA

        Plan 814-Endowment Plan- This is a regular premium, non-linked, with profits, Endowment Plan.
Invest Rs 5000/= per month for 35 years and get Rs 1, 10, 00,000/= to Rs 1, 30, 00,000/= as Maturity Amount. (Depends on Entry Age) ASHISH 9819359533
          Features & Conditions: 
  • Minimum age at entry   :   8 years   
  • Maximum age at entry  :   55 years  
  • Max. age at maturity      :   75 years
  • Minimum term                 :   12 years
  • Maximum term                :   35 years
  • Minimum S.A.                   :  1, 00,000/- & in multiples of ` 5,000 thereafter.
  • Maximum S.A.                  :   No limit

Plan 815-Whole Life Plan- This is a combination of Endowment and Whole life plan.
Invest Rs 5000/= per month for 35 years and get Rs 1, 10, 00,000/= to Rs 1, 20, 00,000/= as Maturity Amount and your Nominee also gets Rs 20, 00,000/=. (Depends on Entry Age) ASHISH 9819359533
Features & Conditions:
  • Minimum age at entry  :   18 years  
  • Maximum age at entry  :   50 years  
  • Max. age at maturity      :   75 years  
  • Minimum term                 :   15 years
  • Maximum term                :    35 years
  • Minimum S.A.                  :  1, 00,000/- & in multiples of ` 5,000 thereafter.
  • Maximum S.A.                  :   No limit


Plan 816-NEW BIMA BACHAT- This is a single premium, non-linked, with profits, Money Back Type Plan
Invest Rs 5, 00,000/= One Time and get Rs 1, 00, 000/= in 3rd Years, 6th Year, 9th Year, 12th Year and Rs 5, 00,000/= in the 15th Year as the Maturity Amount. (Depends on Entry Age) ASHISH 9819359533
          Features & Conditions:
  • Minimum age at entry  :   15 years
  • Maximum age at entry: For term of 9 years: 66 years. For term of 12 years: 63 years. For term of 15 years: 60 years
  • Max. age at maturity      :   75 years  
  • Minimum S.A : For term of 9 years:35,000.For term of 12 years:50,000.For term of 15 years:70,000
  • Maximum S.A.:  No limit  ( SA in multiples of ` 5,000 only)
  • Premium mode:  Yearly, Half-yearly, Quarterly, Monthly

Plan 817-SINGLE PREMIUM ENDOWMENT PLAN-This is a single premium, non-linked, with profits, Endowment Plan.
Invest Rs 5, 00,000/= One Time and get Rs 30, 00,000/= in the 25th Year as the Maturity Amount. (Depends on Entry Age) ASHISH 9819359533
Features & Conditions:
  • Minimum age at entry  :   90 days
  • Maximum age at entry  :   65 years
  • Min. age at maturity      :   18 years
  • Max. age at maturity     :   75 years  
  • Minimum term                :   10 years
  • Maximum term                :   25 years
  • Minimum S.A.                  : 50,000/- & in multiples of 5,000 thereafter.
  • Maximum S.A.                  :   No limit
  • Premium mode:  Yearly, Half-yearly, Quarterly, Monthly
  
Plan 820-NEW MONEY BACK PLAN- 20 Years-
Invest Rs 5000/= per month for 15 years and get Rs 1, 60, 000/= in 5th Years, 10th Year, 15th Year and Rs 10, 00,000/= in the 20th Year as the Maturity Amount. (Depends on Entry Age) ASHISH 9819359533
Features & Conditions:
  • Age at entry:  13 to 50 years
  • Age at Maturity: Maximum 70 Years
  • Policy Term: 20 years
  • Premium Paying Term: 15 Years
  • Basic Sum Assured: 1,00,000 and above
  • Maximum S.A.:  No limit  ( SA in multiples of 5,000 only)
  • Premium mode:  Yearly, Half-yearly, Quarterly, Monthly

Plan 821-NEW MONEY BACK PLAN- 25 Years-
Invest Rs 5000/= per month for 20 years and get Rs 1, 60, 000/= in 5th Years, 10th Year, 15th Year, 20th Year and Rs 18, 00,000/= in the 25th Year as the Maturity Amount. (Depends on Entry Age) ASHISH 9819359533
Features & Conditions:
  • Age at entry:  13 to 45 years
  • Age at Maturity: Maximum 70 Years
  • Policy Term: 25 years
  • Premium Paying Term: 20 Years
  • Basic Sum Assured: 1,00,000 and above
  • Maximum S.A.:  No limit  ( SA in multiples of 5,000 only)
  • Premium mode:  Yearly, Half-yearly, Quarterly, Monthly

Plan 822- LIC's Anmol Jeevan - II is a Term/protection plan which provides financial protection to the insured's family in case of his/her unfortunate demise 
Invest Rs 3200/= Half Yearly for 10 Years or Invest Rs 4200/= Half Yearly for 20 Years and your family gets Rs 24, 00,000/= in case of unfortunate demise. (Depends on Entry Age) ASHISH 9819359533
Features & Conditions:
  • Minimum Sum Assured          :   Rs. 6,00,000
  • Maximum Sum Assured         :   Rs. 24,00,000
  • (The Sum Assured shall be in multiples of Rs. 1, 00,000/-)
  • Minimum age at entry             :  18 years (completed)
  • Maximum age at entry            :  55 years (nearest birthday)
  • Maximum cover ceasing age :  65 years (nearest birthday)
  • Minimum policy term              :  5 years
  • Maximum policy term            :  25 years
Plan 823- LIC's Amulya Jeevan - II is a Term/protection plan which provides financial protection to the insured's family in case of his/her unfortunate demise 
Invest Rs 3700/= Half Yearly for 10 Years or Invest Rs 4700/= Half Yearly for 20 Years and your family gets Rs 50, 00,000/= in case of unfortunate demise. (Depends on Entry Age) ASHISH 9819359533
Features & Conditions:
  • Minimum Sum Assured          :   Rs. 25,00,000
  • Maximum Sum Assured         :   No limit
  • (The Sum Assured shall be in multiples of Rs. 1, 00,000/-)
  • Minimum age at entry             :  18 years (completed)
  • Maximum age at entry             :  60 years (nearest birthday)
  • Maximum cover ceasing age   :  70 years (nearest birthday)
  • Minimum policy term              :  5 years
  • Maximum policy term             :  35 years

Plan 826- Jeevan Shagun – Single Premium Multiple Benefit- Non Linked, Single premium, MONEY BACK Closed-ended plan launch on 1st Sept. Available for sale only for 90-days.
Features & Conditions:
  • Single premium MONEY BACK closed ended Policy (90-days only)
  • Term is 12 years
  • Survival Benefit @ 15% MSA at the end of 10th year
    @ 20% MSA at the end of 11th year
    @ 65% MSA on Maturity along-with LA
  • Loan & Surrender available from 2nd year onwards
  • Death claim within 5 years: 10 times of Tabular SP
  • Death Claim after 5 years: 10 times of Tabular SP + LA
  • Agents commission: 2%
  • Surrender at any time.
  • GSA: 1st yr 70% of tab SP. 2nd yr onwards 90%.
  • Special Surrender Value.
  • After 5yrs with Loyalty Addition
  • Eligibility: For 8yrs completed to 45 yes nbd.
  • Maturity SA: Minimum 60,000 and Max no limit
  • Rebate: on 1000 MSA reduction in tab SP
    <1,50,000 : Nil
    1.5 to 3.95 lacs : Rs.15
    4 lacs & above : Rs.20

Plan 827- LIC's Jeevan Rakshak - This is regular premium paying Non-linkedWith Profits, Endowment Assurance plan.
Invest Rs 600/= per month for 20 years and get Rs 2, 75,000/= to Rs 3, 25,000/= as Maturity Amount. (Depends on Entry Age) ASHISH 9819359533
          Features & Conditions:
  • Regular Premium Paying
  • With Profit Endowment Assurance Plan
  • Minimum Age at Entry – 8 Years Completed
  • Maximum Age at Entry – 55 Year (Nearest Birthday)
  • Policy Term  – 10 Years and 20 Years
  • Premium Paying Term – Equals to Policy Term
  • Maximum Maturity Age – 70 Years Nearest Birthday
  • Mode – Monthly (SSS, ECS), Quarterly, Half Yearly and Yearly
  • Loan – Allowed after payment of premiums for at least 3 years.
  • Minimum Sum Assured – 75,000
  • Maximum Sum Assured – 2,00,000
  • Accident Benefit Rider – 0.50 Per Thousand
  • Maturity Benefit – Basic Sum Assured + Loyalty Addition
  • Death Benefit – Sum Assured and Loyalty Addition if Policy completed 5 Years ( Basic Sum    Assured or 10 Times of Annualized premium or 105% of all premium paid on date of death)
  • Double Accident Benefit – Allowed with Additional Premium
  • Rebate – 2% for Yearly and 1% for Half Yearly
  • NO Medical Check up Required
  • Suicide Clause – If life insurance policy holder commits suicide at any time within 12 months from date of commencement of risk LIC will not entertain any claim under this policy.
  • Free Look Period – If policy holder is not satisfied with “Terms and Condition” of policy he/she may return policy to LIC stating reason within 15 days from date of receipt of policy.

              Plan 828- LIC's Varishtha Pension Bima Yojna (VPBY) – New plan relaunch for 1-year (15th  August’14 to 14th August’15) For the welfare of the senior citizens of our country, the Govt. of India announces a subsidised & attractive Pension Scheme, with LIC as the exclusive administrator. Eligibility for Varishtha Pension Bima Yojna
Features & Conditions:
  • Age-60 and above.
  • Single lump sum premium
  • Minimum Rs.66,665
  • Maximum Rs 6,66,665
  • Minimum pension Rs. 500 per month
  • Maximum pension Rs. 5,000 per month
  • Assumed return of of 9% monthly (9.38% Annually)
  • Pension payment period: Monthly, Quarterly, Half yearly or Yearly.
  • On demise of the pensioner, nominee will receive the purchase price.

 



more details call ashish 9819359533