Benefit Illustration
Type of Plan:
Type of Quote:
Proposal No:
Insurance Advisor Name:
*
Insurance Advisor Id:
*
IndiaFirst Smart Save
IndiaFirst Young India
Customer
Insurance Advisor
Life Insured Details
Title:
First Name:
*
Middle Name:
Last Name:
*
Date Of Birth:
*
(DD/MM/YYYY)
Gender:
*
Is Policy Holder a staff:
Mr.
Ms.
Mrs.
Male
Female
No
Yes
Policy Holder Details
Same as Life Insured:
First Name:
Middle Name:
Last Name:
Date Of Birth:
(DD/MM/YYYY)
Gender:
Male
Female
Plan and Benefit Details
Proposal Start Date:
*
Policy Term:
*
Select
15
Premium Type:
*
Select
Limited
Regular
Single
Premium Frequency:
Select
Half-Yearly
Yearly
Single Premium Amount:
Premium Paying Term:
Select
Premium Amount(Annual)
Premium Amount (Acc. to Prem Freq)
(Minimum Rs12000. In multiples of Rs100 thereafter.)
(Minimum Rs15000. In multiples of Rs100 thereafter.)
Sum Assured Payable on Death:
Illustration Template:
Standard
Premium
Fund Investment Choices
*
Funds to be Invested in Equity1 Fund
%
Funds to be Invested in Balanced1 Fund
%
Funds to be Invested in Debt1 Fund
%
Funds to be Invested in Value Fund
%
Funds to be Invested in Index Tracker Fund
%
Total Funds Invested
%
Illustration System Version 3.0
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