Embed Size (px)
Citation preview
HEMAL R SHAH LIC-GIC-HOUSING-EDUCATION LOAN CONSULTANT
PURVI M. DESAI
PRATITI ENTERPRISE
M:-98250 66411, 84600 00686
[email protected],[email protected],
Comprehensive Insurance Chart As on 19/03/2016
1234-Patel Vas, Madalpur Gam, Opp. V.S.Hospital, Ahmedabad, Pin:380006
Mr. Abcdefgh and Group [ A000 ]
Tel (R) : 123456789 Tel (O) : 123456789
Policy Details
Sr.No. Policy No.
Com.Date Sum Md
AccidentRisk CoverBrnPremium
TaxBen.Plan NamePl/Tm/PT
AgCd.
Nominee -Relation
Mr. Abcdefgh
3033.10 Yly. 1 123456789 28/04/88 100000 873 YEndowment With Profits14/30/30 100000* Efghijkl-W
3789.00 Hly. 2 893875893 26/06/95 150000 841 YJeevan Chhaya103/21/21 150000* Hijklmnop-W
Total : 250000 250000 10611.10 p.a
Mrs. Efghijkl
1305.00 Qly. 3 234567833 15/08/91 100000 83x YNew Money Back93/25/25 100000* Abcdefgh-H
Total : 100000 100000 5220.00 p.a
Mast Hijklmnop
20323.00 Yly. 4 345678255 26/12/95 300000 837 YChildren Money Back Pol.113/23/15 0* Efghijkl-M
2195.00 Hly. 5 345678912 26/01/01 100000 835 YJeevan Kishore102/21/21 0* Efghijkl-M
Total : 400000 0 24713.00 p.a
Kum. Lmnopqr
2837.00 Qly. 6 567893215 15/08/03 100000 830 YKomal Jeevan159/20/12 0* Efghijkl-M
Total : 100000 0 11348.00 p.a
PremiumBirth DateName of the Policy HolderP.Cd. Sum
Mr. Abcdefgh 10611.10250000 1 01/01/1970
Mrs. Efghijkl 5220.00100000 2 01/01/1972
Mast Hijklmnop 4390.00400000 3 26/01/1992
Kum. Lmnopqr 11348.00100000 4 15/08/1997
31569.10Total : 850000
Comprehensive Insurance Chart for Mr. Abcdefgh and Group [ A000 ] as on 19/03/2016
Premium Calendar for Mar-2016 to Feb-2017
Policy No Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
Abcdefgh
123456789 - 3033.10 - - - - - - - - - -
0.00 0.000.000.000.000.000.000.000.000.000.003033.10
Efghijkl
234567833 - - 1305.00 - - - - - - - - -
0.00 0.000.000.000.000.000.000.000.000.001305.000.00
Hijklmnop
345678912 - - - - 2195.00 - - - - - 2195.00 -
0.00 0.002195.000.000.000.000.000.002195.000.000.000.00
Lmnopqr
Total Premium per Annum : 8728.10
Total 0.00 3033.10 1305.00 0.00 2195.00 0.00 0.00 0.00 0.00 0.00 2195.00 0.00
Current Status of Policies (Estimated)
Policy NoLoan
AvailableLoan
TakenSurrender
ValueVestedBonus
Prem.Paid
Risk CoverStatus
NextDue
LoanDate
ComDate Sum Plan
FULIDateMd.
Mr. Abcdefgh
123456789 04/88 10000014/30/30 04/16 335100 84927 165300 218002 0 196250InforceY
893875893 06/95 150000103/21/21 06/15 150000 151560 176100 302276 0 257000Reduced Paid-upH
485100 236487 341400 520278 0 453250
Mrs. Efghijkl
234567833 08/91 10000093/25/25 05/15 238100 123975 135100 161448 0 130500Reduced Paid-upQ
238100 123975 135100 161448 0 130500
Mast Hijklmnop
345678255 12/95 300000113/23/15 834000 304845 504000 622135 0 0Fully paid-upY
345678912 01/01 100000102/21/21 07/15 178000 63655 78000 89287 0 76000Reduced Paid-upH
1012000 368500 582000 711422 0 76000
Kum. Lmnopqr
567893215 08/03 100000159/20/12 05/15 190000 133339 82500 36597 0 0Reduced Paid-upQ
190000 133339 82500 36597 0 0
0 659750 1429745 1141000 862301 1925200
Comprehensive Insurance Chart for Mr. Abcdefgh and Group [ A000 ] as on 19/03/2016
Projected Cash Flow
TypeAmountPolicy NoCompleted
AgeDue Date TotalName.Sr.No. Bonus/LA
228300Mr. Abcdefgh2 26/06/16 46 893875893 37500 190800 Maturity
198100Mrs. Efghijkl3 15/08/16 44 234567833 40000 158100 Maturity
90000Mast Hijklmnop4 26/12/16 24 345678255 90000 0 Sur. Ben.
516400
20000Kum. Lmnopqr6 15/08/17 20 567893215 20000 0 Sur. Ben.
369700Mr. Abcdefgh1 28/04/18 48 123456789 100000 269700 Maturity
582000Mast Hijklmnop4 26/12/18 26 345678255 0 582000 Maturity
951700
30000Kum. Lmnopqr6 15/08/19 22 567893215 30000 0 Sur. Ben.
30000Kum. Lmnopqr6 15/08/21 24 567893215 30000 0 Sur. Ben.
214200Mast Hijklmnop5 26/01/22 30 345678912 100000 114200 Maturity
159000Kum. Lmnopqr6 15/08/23 26 567893215 0 159000 Maturity
1921300Cash Flow Grand Total :
Disclaimer: The figures presented in this report are indicative and solely for the purpose of understanding the possible benefits from the insurance taken. The projected benefits are not guaranteed and the actual results may depend on the future performance of the insurer.
: Cheque dishonoured/ Debit failS Y : Policies with ECS mode D : Policies with NEFT details submitted
All premiums quoted above are inclusive of service tax on applicable plans.
* : Joint Life
: Policies with APPS modeA
