Product Proposal for achieving your Life Goals

Bajaj Allianz Life

Assured Wealth Goal
A Non-linked, Non-Participating, Individual, Life Insurance Savings Plan
UIN: 116N170V11

Hi Mr. A,

Congratulations on taking the first step towards fulfilling your Life Goals with Bajaj Allianz Life Insurance.

You have opted for Bajaj Allianz Life Assured Wealth Goal , a savings plan, which provides:

Key Features

Choice of 6 plan Life cover to secure Choice of Income period Option to choose Comprehensive coverage Tax Benefits
options your planned life from range of 10 years to income start date through multiple Riders
goals upto age 99 year
 Here's your illustration of Bajaj Allianz Life Assured Wealth Goal (Second Income)

(10 years) (30 years)

(2 years)

Age 37 46 49 78

(42 years)

You Pay You Get

Regular Guaranteed ₹ 1,07,500 Yearly
Premium Payouts
Including discounts (if any) and excluding GST
From Age 49 to 78

First year ₹ 1,00,000 Yearly Return of Premium ₹ 10,00,000

Second year onwards At Age 78
₹ 1,00,000 Yearly

Total Premium Total Benefits

₹ 10,00,000 ₹ 42,25,000

Give-Get Life Cover (At Inception)

4.22 x ₹ 11,80,000

Additional Coverages ( signifies Opted | signifies Not-opted )

Family Income Benefit Accidental Death Benefit Accidental Permanent Total/

Partial Disability Benefit

2
Critical Illness Benefit Waiver of Premium Benefit

^Premiums are payable at t he beginning of year; ^^Benefit s t o be received at t he end of year. Product feat ures ment ioned above are dependent on
benefit chosen.The guarant eed benefit s are dependent on t he Policy t erms, Premium payment t erms availed along wit h ot her variable fact ors.The
above benefit s/ret urns shown in t he document are for illust rat ive purpose only & must be read in conjunct ion wit h t he Benefit Illust rat ion. For
more det ails on risk fact ors, t erms and condit ions please read sales brochure & policy document (available on www.bajajallianzlife.com) carefully
before concluding a sale.Tax benefit s as per prevailing Income t ax laws shall apply. Please check wit h your t ax consult ant for eligibilit y.
 Why Bajaj Allianz Life

Total Asset Under Net Worth Number of Lives

Managment (AUM) Covered

Individual Claim Get 1 day claim As against IRDAI

settlement Ratio Approval mandated 150%

*All figures as on 31 March 2023

For more details please refer to Company Factsheet
https://www.bajajallianzlife.com/content/dam/balic/pdf/financialinformation/Factsheet/none/Q1/Factsheet-FY-2022-2023.pdf

3
Bajaj A llianz L ife Insurance Co.L td., CIN : U66010P N 2001P L C015959 | IRDA I Reg.N o. 116 BEW ARE OF SPURIOUS PHONE CALLS AND FICTITIOUS /
Mail us: [email protected] | Call on: T oll free no. 1800 209 7272 FRADULENT OFFERS -
Registered O ffice A ddress: Bajaj A llianz House, A irport Road, Yerawada, P une - 411006, IRDAI is not involved in activities like selling insurance policies,
Maharashtra announcing bonus or investment of premiums. Public
T he L ogo of Bajaj A llianz L ife Insurance Co. L td. is provided on the basis of license given receiving such phone calls are requested to lodge a police
by Bajaj Finserv L td.to use its "Bajaj" L ogo and A llianz SE to use its "A llianz" logo. complaint.
Quotation No : 60042281792

Bajaj Allianz Life Assured Wealth Goal

A Non-linked Non-Participating Life Insurance Savings Plan

Name of the Prospect/ Policyholder: ABC Name of the Product: Bajaj Allianz Life Assured
Age: 37 Wealth Goal
Gender: Male Tag Line: A Non-linked, Non-Participating,
Individual, Life Insurance Savings Plan
Name of the Life Assured: ABC
Unique Identification Number: 116N170V11
Age: 37
GST Rate(First Year): 4.50%
Gender: M
GST Rate(2nd Year onwards): 2.25%
Policy Term: 42 years
Premium Payment Term: 10 years
Deferment Period: 2 years
Amount of Instalment Premium: 1,04,500
Mode of Payment of Premium: Annual

This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.
Policy Details
Variant Second Income Instalment Income 1,07,500
Income Period 30 Total Income during the year 1,07,500
Sum Assured on Death (at
Income Payout Frequency Yearly inception of the Policy) (paid in 11,80,000
instalments*)
Choice of Income Payout date No

Premium Summary
Base Plan Riders Total Installment Premium
Installment Premium without GST 1,00,000 0 1,00,000
Installment Premium with First Year GST 1,04,500 0 1,04,500
including channel Premium
Installment Premium with GST 2nd year 1,02,250 0 1,02,250
Onwards
(Amount in Rupees )
Benefit Summary
Guaranteed Non Guaranteed

Policy Annualised Survival Maturity Death Benefit Guaranteed Surrender Value Special Surrender Value
Year Premium Benefits Benefit (GSV) (SSV)
1 1,00,000 0 0 11,80,000 0 0
2 1,00,000 0 0 11,80,000 60,000 83,065
3 1,00,000 0 0 11,80,000 1,05,000 1,36,697
4 1,00,000 0 0 11,80,000 2,00,000 2,00,004
5 1,00,000 0 0 11,80,000 2,50,000 2,74,398
6 1,00,000 0 0 11,80,000 3,00,000 3,61,486
7 1,00,000 0 0 11,80,000 3,50,000 4,63,096
8 1,00,000 0 0 11,80,000 4,08,000 5,81,311
9 1,00,000 0 0 11,80,000 4,68,000 7,18,509
10 1,00,000 0 0 11,80,000 5,30,000 8,77,415
11 0 0 0 11,80,000 5,40,000 9,64,685
12 0 0 0 11,80,000 5,50,000 10,61,098

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Quotation No : 60042281792

Benefit Summary
Guaranteed Non Guaranteed

Policy Annualised Survival Maturity Death Benefit Guaranteed Surrender Value Special Surrender Value
Year Premium Benefits Benefit (GSV) (SSV)
13 0 1,07,500 0 11,80,000 4,62,500 10,60,232
14 0 1,07,500 0 11,80,000 3,65,000 10,59,333
15 0 1,07,500 0 11,80,000 2,67,500 10,58,400
16 0 1,07,500 0 11,80,000 1,70,000 10,57,428
17 0 1,07,500 0 11,80,000 72,500 10,56,416
18 0 1,07,500 0 11,80,000 0 10,55,357
19 0 1,07,500 0 11,80,000 0 10,54,247
20 0 1,07,500 0 11,80,000 0 10,53,078
21 0 1,07,500 0 11,80,000 0 10,51,847
22 0 1,07,500 0 11,80,000 0 10,50,547
23 0 1,07,500 0 11,80,000 0 10,49,172
24 0 1,07,500 0 11,80,000 0 10,47,718
25 0 1,07,500 0 11,80,000 0 10,46,180
26 0 1,07,500 0 11,80,000 0 10,44,553
27 0 1,07,500 0 11,80,000 0 10,42,836
28 0 1,07,500 0 11,80,000 0 10,41,023
29 0 1,07,500 0 11,80,000 0 10,39,109
30 0 1,07,500 0 11,80,000 0 10,37,094
31 0 1,07,500 0 11,80,000 0 10,34,968
32 0 1,07,500 0 11,80,000 0 10,32,727
33 0 1,07,500 0 11,80,000 0 10,30,364
34 0 1,07,500 0 11,80,000 0 10,27,867
35 0 1,07,500 0 11,80,000 0 10,25,221
36 0 1,07,500 0 11,80,000 0 10,22,407
37 0 1,07,500 0 11,80,000 0 10,19,406
38 0 1,07,500 0 11,80,000 0 10,16,182
39 0 1,07,500 0 11,80,000 0 10,12,696
40 0 1,07,500 0 11,80,000 0 10,08,890
41 0 1,07,500 0 11,80,000 0 10,04,692
42 0 1,07,500 10,00,000 11,80,000 0 0
Under Second Income va ria nt: The Dea th benefit will be pa id in ins ta lments over 5 yea rs .
Notes:
1. The ma in objec ve of this benefit illus tra on is tha t the policyholder is a ble to unders ta nd the fea tures of the product a nd the na ture of benefits under
different circums ta nces like s urviva l, ma turity, dea th, & s urrender.
2. The a bove informa tion mus t be rea d in conjunction with Sa les Litera ture & Policy document.
3. Annua lized premium excludes underwri ng extra premium, the premiums pa id towa rds the riders , if a ny a nd Goods a nd Service Ta x/ a nd a ny other a pplica ble
ta xes .
4. The policy will a cquire a s urrender va lue a ny me in ca s e of s ingle premium a nd on pa yment of a tlea s t 2 yea rs premiums otherwis e. The s urrender va lue
pa ya ble will be higher of the Gua ra nteed Surrender Va lue or Specia l Surrender Va lue. The dis pla yed Specia l Surrender Va lues a re not gua ra nteed a nd only
indica tive. Thes e ma y cha nge from time to time. The s urrender va lues a re illus tra ted a s s uming tha t a ll due premiums in a policy yea r a re pa id.
5. The Dea th benefit, Ma turity Benefit, Surrender benefit a s s hown in Benefit Summa ry a re pa ya ble a s s uming Ma turity/ Dea th / Surrender occur a t the end of the
yea r.
6. In ca s e of a ny conflict between this benefit illus tra tion a nd your policy document, the la tter s ha ll preva il.
7. The Gua ra nteed Income men oned in the benefit s umma ry is a n indica ve a mount ba s ed on the da te on which you a pplied for this policy. The exa ct income
will be a s per the da te of is s ua nce of your policy a nd is s pecified in the Policy document.
8. Ta x benefits under the policy will be a s per the preva iling Income Ta x la ws . We recommend tha t you s eek profes s iona l a dvice for a pplica bility of ta x benefit
on premiums pa id a nd benefits received.
9. For a ny further cla rifica tion, conta ct our s a les repres enta tive or e-ma il us on cus tomerca re@ba ja ja llia nz.co.in

I, , have explained the premiums and benefits under the policy fully I, A B C , having received the informa on with respect to the above,
to the prospect / policyholder. have understood the above statement before entering into the
contract.

Place:
Date: Signature of Agent/ Intermediary/ Official Date: Signature of Prospect / Policyholder
Bajaj Allianz Life Insurance Co. Ltd.
Bajaj Allianz House, Airport Road, Yerawada, Pune - 411006. Reg No.: 116.
Tel:(020) 66026777.
Email: [email protected] Website: www.bajajallianzlife.com

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