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Unique Product for Wealth Creation

Limited Period Offer. WEALTH PLUS. Unique Product for Wealth Creation. with NAV guarantee. Unique Benefits. Unique combination of returns of Capital Market with guarantee of highest NAV Potential for very high returns High Liquidity – Surrender (Full or Partial) Term Just 8 years

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Unique Product for Wealth Creation

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  1. Limited Period Offer WEALTH PLUS Unique Product for Wealth Creation with NAV guarantee

  2. Unique Benefits • Unique combination of returns of Capital Market with guarantee of highest NAV • Potential for very high returns • High Liquidity – Surrender (Full or Partial) • Term Just 8 years • Lock in Period just 3 years • Income Tax Benefits for premium paid • Highly transparent – low charges

  3. Unique Benefits • High protection – insurance • Free insurance even after Maturity – for 2 years • Tax Free returns u/s 10(10D) • Anybody to join 10 to 65 years of age • Combines Family Protection, High Returns, Liquidity and Income Tax Benefits

  4. High Returns • Stock Market at a low on global cues • Economy poised for 8.5% growth – markets bound to make a comeback • Close ended plan • Collections to be invested in Money Market investments till scheme closure • Institution has the choice of investment • Daily NAV – guarantee of highest NAV of 1820 days or that on Maturity

  5. Insurance – added advantage • Flexibility to choose insurance amount • Premium payment period limited • Risk benefit type 2 – Sum assured in addition to fund value • Free insurance for 2 years after maturity • Provision to add Accident Benefit • Even children from age 10 can be covered

  6. Advantage Wealth Plus • No maximum limit on investment • Single or just 3 years’ premium commitment - Both Lump sum and Systematic Investment (SIP) • Tax free return with insurance 5 times of premium • Easy liquidity with surrender and partial surrender after lock in period • Very low charges • LIC’s strength in Fund Management & attractive market condition

  7. How it compares • Better than NSC, KVP, POMIS & Bank deposit • Higher potential return, • Better liquidity – easy exit - full or partial • Additional Insurance Benefit • Income Tax benefits at both ends • Fully Tax Free return* • Best product to save Income Tax (can plan for 3 financial years) • Can be taken for any member of family 10 to 65 • Best plan for wealth creation for specific purposes • higher education, marriage, start in life, house construction, etc.

  8. Invest Before 31st March and Enjoy excellent Tax Benefits Best wishes

  9. S.Anbarasu 153, 1st Floor, LIC Building, Anna Salai , Chennai -2 s.anbarasu@yahoo.com 9094762093

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