Why Jeevan akshay?

Why Jeevan Akshay

NOWBy

NvMWebsite : www.licadvisor.in

When You Become

OLDWebsite : www.licadvisor.in

Failing Health

Website : www.licadvisor.in

Economic

Insecurit

y


Isolation


Neglect


Abuse


Fear


Boredom


Lowered Self

Esteem


Loss of Control


Old Age Support is a Thorn


Asking Favour is a Shame


PresentFacts


Business Instabilit

y


InsecureJOB


Health Takes The Most


Falling Interest Rates


Luring Fraudster

s


Government Longest

Guarantee


Govt of India guarantees for

fixed pension for Life Time

If a person aged 30yrs takes

Jeevan Akshay, the guarantee

covers till his life (70yrs+)


No Risk

Avenue


Regular Cash Flow


Annuity Payment will start after 1 month for Monthly,Qly after 3 months,

Hly after 6 months and Yearly after 1 year

from the Date of Commencement


Life Style

Maintence


Variety of

Pension


Return of

Investment

Option


The LIFE Cycle


PENSIONIS

MUCH BETTER THAN

பெ�ண்SONDaughter in TamilSpelt as “PENN”


Stand On Your Own Legs


SELF respect


Govtof

IndiaGuarantee

dPensionAvailable

in IndiaWebsite : www.licadvisor.in

PLANFEATURES


Now85


Annuity RatesWill

IncreaseWith

IncreaseIn

Entry Age of the

Annuitant


Net Investment = 155250 – 45000 (80C@30%) = 110250

IRR = 21765 / 110250 * 100 = 19.74 %

PensionOnly


Enjoy Your Second Life

After RetirementWebsite : www.licadvisor.in

WithoutANY

Compromise


For Jeevan Akshay PremiumThe PROPOSER is Eligible to

Claim Income Tax Rebate under

section 80c up to Rs.1,50,000 p.a

80C


Tax on Jeevan Akshay Pensionis to bePaid by

The Annuitant

Tax on

Pension


The Purchase Price Returned to the Nominee

on Death of the Annuitant

is Exempted u/s 10(10)d

10(10)d


NO TDS UnderJeevan

Akshay VI


Surrender NOT

ALLOWED UnderJeevan

Akshay VI


Jeevan Dhara(Deferred Pension)

&Jeevan Akshay

(Immediate Pension)

PensionRateswere12%p.a


Works to 12%

Everyone said this 12% was Very Less in 1996

Even TODAYThis ClientGets 12%

Is this LOW ?Website : www.licadvisor.in

RightExample


Regular

CashFlow

isTheOnly

SupportWebsite : www.licadvisor.in

NonResident Indians

CanInvest

inAkshay


HinduUndivided Family

CanInvest

inAkshay

HUF Addendum to be EnclosedWebsite : www.licadvisor.in

HusbandCan

ProposeAkshay

toWifefor

PensionWebsite : www.licadvisor.in

DadCan

ProposeAkshay

toDaughter

forPension


Proposer

Annuintant


PensionWillbe

CreditedDirectly

toThe

AnnuitantBank

Account


Jeevan Akshay Requirements: 1. Jeevan Akshay Proposal Form No. 440JA 2. Age Proof: School Certificate, Passport etc 3. Identity Proof: Passport, Driving License etc 4. Residence Proof: Passport, Ration Card, EB Bill etc 5. PAN Card of the Proposer & Annuitant 6. Income Proof of the Proposer: ITR’s, Form16, etc 7. Bank Details with Cancelled Cheque Leaf 8. Premium Amount in Cheque Or D.D 9. Recent Passport Colour Photo10. All the above for Annuitant, If he is different from the Proposer


ChoiceIs

Yours


Reduction in

Interest Rateswill

Force L.I.CTo

Withdraw this PlanSoonWebsite : www.licadvisor.in

17.55 Crores Investment in Akshay

SYMBOLOF

TRUST


Invest NowRest Wow


Jayesh PrajapatiLIC Agent

Agent Code : 01763 83xM.No: [email protected]


mailto:[email protected]

Why Jeevan akshay?

Investor Relations

Transcript of Why Jeevan akshay?