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Presentation SathyaMoorthy

The document outlines the Jeevan Labh Endowment Plan for Sathya Moorthy, detailing cash flow projections, risk cover amounts, premiums, and potential returns over the years. The plan includes a minimum risk cover of 3,13,200 and a maximum of 6,07,200, with total returns estimated at 6,07,200 and a yield of 5.54%. It also provides information on premium payment options and medical report details for the policyholder.

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22 views3 pages

Presentation SathyaMoorthy

The document outlines the Jeevan Labh Endowment Plan for Sathya Moorthy, detailing cash flow projections, risk cover amounts, premiums, and potential returns over the years. The plan includes a minimum risk cover of 3,13,200 and a maximum of 6,07,200, with total returns estimated at 6,07,200 and a yield of 5.54%. It also provides information on premium payment options and medical report details for the policyholder.

Uploaded by

dhanabal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Jeevan Labh Sathya Moorthy

Table No. 736, Endowment Plan 34 Yrs (DOB: 1991-07-28)

Cash Flow Details


Risk Cover
Year Age Natural Accident Premium Returns Surrender Loan
2025 34 3,13,200 6,13,200 18,872 0 0 0
2026 35 3,26,400 6,26,400 18,465 0 10,610 8,488
2027 36 3,39,600 6,39,600 18,465 0 25,597 18,219
2028 37 3,52,800 6,52,800 18,465 0 43,932 33,433
2029 38 3,66,000 6,66,000 18,465 0 55,153 42,371
2030 39 3,79,200 6,79,200 18,465 0 66,540 51,434
2031 40 3,92,400 6,92,400 18,465 0 79,132 60,654
2032 41 4,05,600 7,05,600 18,465 0 97,050 73,782
2033 42 4,18,800 7,18,800 18,465 0 1,17,189 89,610
2034 43 4,32,000 7,32,000 18,465 0 1,39,772 1,07,372
2035 44 4,45,200 7,45,200 18,465 0 1,65,071 1,27,283
2036 45 4,58,400 7,58,400 18,465 0 1,93,303 1,49,519
2037 46 4,71,600 7,71,600 18,465 0 2,24,907 1,74,422
2038 47 4,84,800 7,84,800 18,465 0 2,60,103 2,02,173
2039 48 5,04,000 8,04,000 18,465 0 2,99,348 2,33,130
2040 49 5,18,700 8,18,700 0 0 3,30,082 2,57,247
2041 50 5,33,400 8,33,400 0 0 3,63,881 2,83,778
2042 51 5,48,100 8,48,100 0 0 4,00,942 3,12,878
2043 52 5,65,800 8,65,800 0 0 4,41,796 3,44,967
2044 53 5,85,000 8,85,000 0 0 4,86,619 3,80,184
2045 54 6,07,200 9,07,200 0 0 5,57,063 4,45,650
2046 55 0 0 0 6,07,200 0 0
2,77,382 6,07,200
The figures in the entire illustration are indicative and only for the purpose of understanding the possible benefits from the proposed plan(s).
The benefits are not guranteed and the actual benefit may depend on the future performance of the insurance company.
Surrender & Loan Values are calculated at the end of year after premium for that year has been paid.

BimaMitra
9167 010 010 ~ support@spysoft.com
Jeevan Labh Sathya Moorthy
Table No. 736, Endowment Plan 34 Yrs (DOB: 1991-07-28)

Summary Returns Breakup

Min Risk Cover 3,13,200 Sum Assured 3,00,000

Max Risk Cover 6,07,200 Bonus 2,77,200

Min Accidental Cover 6,13,200 FAB 30,000

Max Accident Cover 9,07,200

Total Premium Paid 2,77,382

Total Returns 6,07,200

Yield 5.54%

Medical Report
Holder Name Total SUC Non Medical General Non Medical Special

Sathya Moorthy 3,00,000

Other Premium Details


No Prem Year Daily Yly Hly Qly Mly(ECS) Single

1 Plan 736/21/15 SA 3,00,000


1st Yr (4.50%) 52 18,872 9,530 4,812 1,604
2nd Yr (2.25%) 18,465 9,325 4,709 1,570
52 18,872 9,530 4,812 1,604
18,465 9,325 4,709 1,570

BimaMitra
9167 010 010 ~ support@spysoft.com
Jeevan Labh Sathya Moorthy
Table No. 736, Endowment Plan 34 Yrs (DOB: 1991-07-28)

Plan Details
No DOC Mode SA DAB Rider Premium GST Bonus Maturity

1 Jeevan Labh (736/21/15)


28/07/2025 Yly 3,00,000 3,00,000 18,059 813 44 6,07,200
3,00,000 3,00,000 18,059 813 6,07,200

BimaMitra
9167 010 010 ~ support@spysoft.com

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