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Birla Sun Life Insurance Empower Pension Plan

Birla Sun Life Insurance Empower Pension Plan. i. Investment Options. Flexibilities. Charges. Disclaimers. Intro. Benefits. Plan Details. i. Investment Options. Flexibilities. Charges. Disclaimers. Intro. Benefits. Benefits. Plan Details. i. Investment Options. Flexibilities.

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Birla Sun Life Insurance Empower Pension Plan

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  1. Birla Sun Life InsuranceEmpower Pension Plan

  2. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Plan Details

  3. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Benefits Plan Details

  4. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Benefits Plan Details

  5. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Benefits Happy? Satisfied? Maybe… I am afraid of any unforeseen events that might eat up my savings Plan Details

  6. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I am worried about the increasing cost of medical expenses Plan Details

  7. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I am afraid that my investments won’t perform well Plan Details

  8. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I will need to support my children or grandchildren Plan Details

  9. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I haven’t saved enough Plan Details

  10. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I won’t get enough from my work pension scheme Plan Details

  11. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I am concerned about the cost of looking after my parents Plan Details

  12. i Investment Options Flexibilities Charges Disclaimers Intro Benefits I have too much outstanding debt Plan Details

  13. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Can my Income continue the way Life does post Retirement? Plan Details

  14. i Investment Options Plan Details Flexibilities Charges Disclaimers Intro Benefits BSLI Empower Pension Plan

  15. i Investment Options Plan Details Flexibilities Charges Disclaimers Intro Benefits

  16. i Investment Options Plan Details Flexibilities Charges Disclaimers Intro Benefits You Choose Policy Premium Premium amount you wish to pay every year till the vesting date Vesting Date Accumulation period between 5 to 30 years Risk Profile Aggressive | Moderate | Conservative, based on your risk appetite Once chosen, the risk profile cannot be changed

  17. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Smart Option • Structured depending on chosen vesting date and risk profile • Premiums invested under two investment funds • Maximiser Guaranteed – an equity fund • Income Advantage Guaranteed – a debt fund • BSLI will manage & administer the investments on your behalf • Allocation turns conservative as the vesting date approaches to protect accumulation • The proportion invested in MaximiserGuaranteed(an equity fund) will be according to the schedule given below – the remaining amount will be invested in Income Advantage Guaranteed(a debt fund): Plan Details

  18. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Smart Option Equity Allocation % | Risk Profile – Aggressive | Accumulation Term – 30 years Allocation % 5 20 15 10 25 30 Years to vesting Plan Details

  19. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Plan Details

  20. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Plan Details

  21. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Plan Details

  22. i Investment Options Flexibilities Charges Disclaimers Intro Benefits Plan Details

  23. i Investment Options Flexibilities Charges Disclaimers Intro Benefits • Investment risk in the investment portfolio is borne by the policy holder • This is a Unit Linked pension plan • The premiums paid in Unit Linked Life Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of the fund and factors influencing the capital market and the policy owner is responsible for his or her decision • Birla Sun Life Insurance and BSLI Empower Pension Plan are only the names of the Company and Policy respectively and do not in any way indicate their quality, future prospects or returns. The name of the funds offered in this plan does not in any indicate their quality, future prospects or returns • Insurance is the subject matter of the solicitation • Tax benefits are subject to changes in tax laws • For more details and risk factors, refer to the product brochure • For Training purpose only Plan Details

  24. + i Investment Options Flexibilities Charges Disclaimers Riders Intro Benefits Thank You Plan Details

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