Illustrations, Selling Pitches, Brochures, Concept Selling

Basic Information Form to login any policy

Download below

Basic Info form new

Preferred Companies

Book1Download

Aviva illustration Link

click below link

https://pqis2.avivaindia.com/main_webpqis.aspx?RequestType=CUSTOMER

MWPA Form

mwpa formDownload

Fund Performance and Investor Report

Aviva Group Investor Jan 2019Download

Need Analysis and Questionnaire

needDownload

Training Videos

Training Videos – Products / Concepts- Online, Tutorials of Portal

Brochures

Aviva Young Scholar Secure

Child education plan for all milestones of his/ her life

KF AffluenceJan2017

Aviva Affluence – This is a unit linked endowment plan which requires you to pay only for a limited term while allowing you to stay invested to meet long term milestones and maximize returns by choosing between 7 fund options.

Aviva new family income builder

This plan makes sure you pay for 12 years and get the double of that amount over the next 12 years.

For example

Aviva family income builder builder

for male / female

Premium 2 lac annual mode

Returns 48 lac guaranteed + terminal bonus

Premium payng term 12
Policy term 12
Conclusion exact double guaranteed (money back at every yr 13th yr onwrds)
Sum assured 48 lac

Aviva_Wealth_Builder_KF_122N100V03_0

Aviva Wealth Builder – Achieve your dreams with the Wealth Builder Plan which will double the total amount of premiums you have paid and guarantees the return of the same, as a lump sum at the time of maturity.

For Example-

Aviva wealth builder
for male / female
Premium 2 lac annual mode
Returns 20 lac guaranteed
Premium payng term 5

Policy term 10

Conclusion exact double guaranteed lumpsum

Sum assured 20 lac

or

Aviva wealth builder (but PPT and PT diffrnt frm previous)
for male / female
Premium 2 lac annual mode
Returns 40 lac guaranteed
Premium payng term 10

Policy term 17

Conclusion exact double guaranteed lumpsum

Sum assured 40 lac

Illustrations

AvivaHeartCare26-17-2018 04 17 08

Videos on https://prernaji89.wordpress.com/2017/04/18/aviva-heart-care-youtube-links/

It is a pre hospitalization /  on diagnosis  product
Wherein bill,  hospitalization  etc  is not required  and all the sum  assured goes directly  *into customer’s account*
It is available in four options –  aviva heart care – ME , ME +, WE , WE+
Like a family floater / joint life   or  individual  option with  restoration /recharge facility

pay rs. 7.8 per day for ME plan (for individuals) or 10% extra for WE plan (for u & ur spouse)

*2128 Rs.  annual mode*

Policy term 10 yrs.

*Sum assured 10-50 lac*
Benefits-

Tax rebate, health care-hospitalization, surgery, critical illness (19 diseases )

AvivaAffluence26-16-2018 04 16 08

AvivaWealthBuilder26-14-2018 04 14 24

AvivaWealthBuilder26-14-2018 04 14 12

AvivaDhanSamruddhi26-13-2018 04 13 41

FaimlyIncomeBuilder26-12-2018 04 12 45

AvivaYoungScholarSecure26-11-2018 04 11 21

Selling Pitches

Wealth_Builder_Saving

Wealth_Builder_Retirement

Aviva_Young_Scholar_Secure

Affluence_Retirement

Affluence_Saving

Affluence_Child

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Concept selling – Business Insurance

partenrship_new

MWPA_new

Keyman_Insurance_new

employer_employee_new_

Study material

The_Berry_Book_V_1.0_Jan_2017

Brochures PDF files of other companies

Brochure pdf links

Hdfc Standard Life Insurance

Bharti Axa Life Insurace

Reliance Life Insurance

Aegon Religare Life Insurance

Future Generali India Life Insurance

LIC

https://play.google.com/store/apps/details?id=com.onlyfreeforu.allinonecalc&hl=en_IN

Exide

PNB

MAX

COMPARISON CHART

COMPARISON CHARTDownload

s.no.

plan

pt

ppt

mode

premium

age

returns

lockin

80C

1010D

80D

37(1)

80CCD

LTGC/ taxable

1

wealth builder

13

single premium

annual

50 k

5- 50 yrs

15

5

17

10

2

family income builder

12

12

annual

40 k

6- 50 yrs

3

dhan samruddhi

10

10

m,q,h,a

13-55 yrs

15

10

20

10

4

vridhi plus

20

5,7,11

a

21258

18-50 yrs

5

young scholar secure

21 minus child age

13 minus child age or 5 yrs

m,h,a

25 k

parent 21- 50, child 0-12

6

affluence

15 to 30

5,7,10, 15 or equal to PT

a

1 lac

2-50 yrs

7

nirman

18

14

m,q,h,a

14486

4-50 y

21

15

25

16

30

18

8

life shield platinum

10-52 y

option a,b,c

m,q,h,a

–

18 – 60 y

9

life shield advantage

10 to 30

option a or b- single or regular

m,q,h,a

2400

18-55 y

10

heart care

10-25 yrs

same as policy

y,h,q

min rs 2k

28- 65 yrs

11

ppf

6.90%

15 yr

yes

no

12

fd

6.30%

5 yr

yes

no

13

elss

13%

3 yr if annual else 6 if monthly

yes

no

14

mf

14-18%

flexible

no

no

yes

15

ulip

15%

1 or 5

yes

yes

16

pension or annutiy

no

no

yes

17

term plan

yes

yes

18

TROP

yes

yes

19

endowment

yes

yes

20

whole life

yes

yes

21

health insurance

yes

22

employer / employee

yes

23

keyman

yes

24

MWPA

yes

25

partnership

yes

26

HUF

yes

27

NPS

28

NSC

29

KVP