Name of the Prospect / idfc Proposal No: 5155717942332
Policyholder:
Name of the Product: Tata AIA Life Insurance Fortune Guarantee
Age (years) : 35 Gender: Female Plus
Tag Line : Individual, Non-Linked Non-Participating
Name of the Life Assured 1 : idfc Life Insurance Savings Plan
Age (years) : 35 Gender: Female Unique Identification No.: 110N158V13
i
a GST Rate: 4.5% for first year
Name of the Life Assured 2 : NA m
r 2.25% second year onwards
Age (years) : NA Gender: NA e
d Sum Assured Multiple SA I
Policy Term (years) : 5
Premium Payment Term (years) : 1
Amount of Instalment Premium 1045000
(Rs.):
Mode of Payment of Premium : Single
This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.
Policy Details
Basic Sum Assured (First Death) Rs. 10000000
Policy Option Regular Income
Basic Sum Assured (Second Death, if any) Rs. NA
Income Period (years) 45
Sum Assured on First Death (at inception of the policy) Rs. 10000000
Income starts from Year 6
Income ends on Year 50
Sum Assured on Second Death, if any (at inception of the policy) Rs. NA
Income mode* Annual
*Income shall commence from the end of the Policy Year, following Date of Maturity of Policy. In case of monthly frequency, Income shall commence from
the end of the policy month following Date of Maturity of Policy.
Rider Details
Tata AIA Vitality
(Wellness No
Program)
Details of Life Insured
Rider Name/UIN^ /Partner under the Benefit Payout
Benefit Option Return of Benefit Premium Sum Premium p.a. Year 1
(Benefit Option
premium Option Payment Assured without GST Discount
/Benefit Payout Income
Lumpsum Income option Term Term (Rs.) (Rs.) (Rs.)
Option) Name Age(yrs) Gender Duration
(Rs.) p.a.(Rs.)
(yrs)
Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium without GST (Rs.) 1000000 0 1000000
Instalment Premium with First year GST (Rs.) 1045000 0 1045000
Instalment Premium post applicable discount with First year
1045000 0 1045000
GST (Rs.)
Instalment Premium with GST 2nd year onwards (Rs.) NA NA NA
(Amount in Rupees)
Guaranteed Non - Guaranteed
Polic Single/ Death
Survival
y Annualised Maturity Benefit #Special
Benefit / Income Booster Death Benefit Min Guaranteed ~Surrender
Year Premium (Second Surrender
Loyalty /Milestone Benefit Benefit* (First Death)
Death,
Surrender Value
Value
Value
Additions
if any)
1 1000000 NA NA 0 10000000 NA 1000000 869768 1000000
2 0 NA NA 0 10000000 NA 1000000 929744 1000000
3 0 NA NA 0 10000000 NA 1000000 994848 1000000
4 0 NA NA 0 10000000 NA 1000000 1064650 1064650
5 0 NA NA 0 10000000 NA 1000000 1139491 1139491
6 0 NA NA 88700 0 NA 0 0 0
7 0 NA NA 88700 0 NA 0 0 0
8 0 NA NA 88700 0 NA 0 0 0
9 0 NA NA 88700 0 NA 0 0 0
10 0 NA NA 88700 0 NA 0 0 0
11 0 NA NA 88700 0 NA 0 0 0
12 0 NA NA 88700 0 NA 0 0 0
13 0 NA NA 88700 0 NA 0 0 0
14 0 NA NA 88700 0 NA 0 0 0
15 0 NA NA 88700 0 NA 0 0 0
16 0 NA NA 88700 0 NA 0 0 0
17 0 NA NA 88700 0 NA 0 0 0
18 0 NA NA 88700 0 NA 0 0 0
19 0 NA NA 88700 0 NA 0 0 0
20 0 NA NA 88700 0 NA 0 0 0
21 0 NA NA 88700 0 NA 0 0 0
22 0 NA NA 88700 0 NA 0 0 0
23 0 NA NA 88700 0 NA 0 0 0
24 0 NA NA 88700 0 NA 0 0 0
25 0 NA NA 88700 0 NA 0 0 0
26 0 NA NA 88700 0 NA 0 0 0
27 0 NA NA 88700 0 NA 0 0 0
28 0 NA NA 88700 0 NA 0 0 0
29 0 NA NA 88700 0 NA 0 0 0
30 0 NA NA 88700 0 NA 0 0 0
31 0 NA NA 88700 0 NA 0 0 0
32 0 NA NA 88700 0 NA 0 0 0
33 0 NA NA 88700 0 NA 0 0 0
34 0 NA NA 88700 0 NA 0 0 0
35 0 NA NA 88700 0 NA 0 0 0
36 0 NA NA 88700 0 NA 0 0 0
37 0 NA NA 88700 0 NA 0 0 0
38 0 NA NA 88700 0 NA 0 0 0
39 0 NA NA 88700 0 NA 0 0 0
40 0 NA NA 88700 0 NA 0 0 0
41 0 NA NA 88700 0 NA 0 0 0
42 0 NA NA 88700 0 NA 0 0 0
43 0 NA NA 88700 0 NA 0 0 0
44 0 NA NA 88700 0 NA 0 0 0
45 0 NA NA 88700 0 NA 0 0 0
46 0 NA NA 88700 0 NA 0 0 0
47 0 NA NA 88700 0 NA 0 0 0
48 0 NA NA 88700 0 NA 0 0 0
49 0 NA NA 88700 0 NA 0 0 0
50 0 NA NA 1088700 0 NA 0 0 0
Note :1. “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.
Refer Sales literature for explanation of terms used in the illustration.
*The policyholder shall also be given the option to receive the Income on a monthly basis. This option has to be chosen at inception and cannot be altered
once chosen. The Income 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 is higher of Guaranteed Surrender Value and Special Surrender Value
Surrender value illustrated above is the end of the policy year value. Surrender Value shall be payable on completion of one policy year, provided one full
years' premium is paid for non-single pay policies. For Single Pay policies, the Surrender Value shall be payable immediately after it is issued.
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
: :
Unique Reference Number - L&C/Advt/2024/Sep/2779 (Rider - L&C/Advt/2022/Sep/2271)
Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai- 400013
Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license.
For more information, Call the Tata AIA Life Insurance Company Ltd Helpline number1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com
(I)V.99.00/FY2024-2025_Q4/RELEASE 01-01-25/EXPIRY 31-03-2025 WS 05-02-2025,01:08 PM
