Prepared by: Divyanshu Sharma Manager | Divyanshu.sharmal@kotak.com M: 7983609832 This is a personalised benefit illustration generated at the request of the respected prospective clienty Save today fora secured tomorrow ° with Kotak Assured Savings Plan, ‘ Ga ge tty Guaranteed Maturity Benefit payable at maturity Boost your life cover with Guranteed@ Yearly* Additions and Guranteed@ Loyalty*Addition. High premium benefit resulting into higher Basic Sum Assured. Additional protection through optional riders ‘The mentioned points are only the salient features of the plan please refer to the brochure(s) and policy document(s) for specific details on all terms and conditionsya ‘You Pay Annualised premium of ¥ 1,00,000# for 10 years aX OO * Policy Year 1 10 z a) You Get Acerual of Guaranteed Maturity Benefit ¥ = 16,44,083 You Pay You Get = 10,00,000 = 16,44,083 Death Benefit Higher of (11 times of annualized premium; 105% of total premiums paid (excluding any extra premiums), 120% of Basic Sum Assured PLUS Guaranteed Yearly Additions accrued as on the date of death.) #The above example is for & 1,00,000 p.a. premium, 2 9,11,736 basic sum assured, 10 year PPT & 15 year policy term for a healthy 33 year old. Premium is exclusive of GST & Cess, which will be charged ever and above the mentioned premium. The given illustration is an extract of a separate, more detailed benefit illustration. For full details, please refer to the Benefit Illustration. *Guaranteed Yearly Additions is a percentage of Cumulative Annualized Premium paid every year. It will accrue throughout ‘the premium payment term and will be paid out at Maturity or on Death. “Guaranteed Loyalty Addition is a percentage of Basic Sum Assured and be paid out at Maturity. The rate of such addition will be based on the opted premium payment term. Annualized Premium refers to the premium payable in a policy year, excluding the taxes, underwriting extra premiums and loadings for modal premium. @Guaranteed benefits due under this plan are available provided premiums are paid reqularly for the entire premium payment term and the policy is in force Kotak Assured Savings Plan UIN: 107NO81V07, Form No: NO81. This is a savings cum protection oriented non-participating endowment assurance plan. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding a sale. Tax benefits are applicable as per Income-tax Act, 1961. Tax laws are subject to amendments from time to time. Customer is advised to take an independent view from tax consultant. This Illustration is prepared for policy sourced through POS channel. The features and illustrations given here are for demonstration purpose only. Please check with the agent for official documents before concluding salePlan Details Customer Details Name of life insured Mr. Ram Age of life insured (in years) 33 years Gender of life insured Male Policy Details Name of the Product Kotak Assured Savings UIN 107N081V07 Basic Sum Assured (in Rs.) %9,11,736 Amount of Installment Premium (in = 1,00,000 Rs.) Policy Term (in yrs) 15 years Premium Payment Term (in yrs) 10 years Pay Frequency Yearly The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding salePlan Details Second year Premium First Year ae Base Premium (Yearly) % 1,00,000 = 1,00,000 GST & Cess = 4,500 % 2,250 Total Yearly premium(incl. GST & Cess) 2 1,04,500 = 1,02,250 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding sale =Accrued Guarante Guarante Dolioy Premium Guarante ed ed ; Death ed Yearly Loyalty Maturity Benefit Wee Additions Additions Benefit 1 100000 10000 ao 0 1110000 2 100000 30000 Q 0 1130000 3 100000 0000 0 0 1160000 4 100000 100000 Q 0 1200000 5 100000 7150000 Q 0 71250000 6 100000 210000 a 0 1310000 7 100000 280000 Q 0 1380000 8 ‘100000 3460000 0 0 1460000 9 100000 450000 ao 0 1550000 10 700000 550000 0 0 1650000 aa} a 550000 ao 0 1650000 12 a 550000 Q 0 71650000 13 a 550000 0 0 1650000 14 a 550000 Q 0 71650000 15 a 550000 182347 1644083 1650000 The features and illustrations given here are for demonstration purpose only. For more details on risk factors, terms and conditions, please read sales brochure carefully before concluding salePresented by Divyanshu Sharma Manager 7983609832 Channel Name: Individual Agents