Bajaj Allianz - TLC Business Presentation

Bajaj Allianz General Insurance Co. Ltd.
Business Presentation
TLC – Team Life Care. No.1 Channel Partner

Why Life Insurance ?????

Fast Track Life
Nuclear Families
Job demands
Traveling
Security
Investments
Tax Benefits

Instrument Safety Liquidity Post Tax Tax Life Cover

Returns efficiency
PF High Low Good Good None
Shares Low Average Uncertain Low None
KVP/NSC High Low Average Low None
Bonds, FD Average Average Low Low None
Mutual Fund Average High Uncertain Average None
Post Saving High Low Average Average None

Schemes
LIFE HIGH LOW GOOD HIGH YES
INSURANCE

Who is Bajaj ????
Bajaj- Rs.8000 Crore Household.
Bajaj Auto- 4000Cr. Asset
55 Years–Trusted Company
No. 2 in 2&3 - Wheeler manufacturer in India
No.4 in World Level
15,000 Employees

Who is Allianz ???
Leading Global Insurance Company
Started in Germany @1890 – 116 Years
Rs.58,92,000 Cr – Asset
Global Networks - 70 Countries
Largest Asset Manager in the World
7 Wonders & Twin Tower - insured by Allianz

Why Bajaj Allianz ???
Fastest growing private Life Insurer in India.
The total sum assured rose to Rs.4137 Cr since inception
Bajaj Allianz Life records GWP of Rs. 250 Cr in just first 6 months
3,95,000 satisfied customers across the country

More than 39,05,112 customers have selected Bajaj Allianz
Every day more than 4000 Policies issued online.

Amount of claims paid since inception is more than

Rs. 295,00,00,000.00
Settled more than 1,95,000 claims.

Bajaj Allianz is a customer friendly & best services

company in Insurance Industry.

Who is TLC???
TLC – Team Life Care
Involved in marketing of Insurance policies and allied

services, having wide experience of Referral Marketing
No.1 Channel Partner of Bajaj Allianz

Our Product

Name of the Policy : New Family Gain
Premium : 5000 (Half-yearly)
Minimum Premium Paying Term : 3 years
Partial & Full Withdrawal : After 3 Years
Fund Growth Rate : 15% to 25% Per annum
Age 0-10 11-20 21-30 31-40 41-50 51-55 56-60

SA 3.5L 3.0L 2.5L 2.0L 1.5L 1.0L 70 K
SA - Sum Assured in Lakhs

After 6 months:
11 Types of Critical Illness Coverage. (Optional)
First Heart Attack.
Coronary Artery Disease requiring Surgery.
Stroke.
Cancer.
Kidney Failure.
Major Organ Transplantation.
Multiple Sclerosis.
Aorta Graft Surgery.
Primary Pulmonary Artery Hypertension.
Alzheimer's disease
Paralysis.
(Age for Entry:18-50yrs, Benefit Age:18-65yrs)


For maturity with coverage, 150% of annual premium has to be

maintained as minimum balance
Ex: Maturity Amount - Rs. 100000

Partial withdrawal - Rs. 85000
5 types of Fund options
Liquid Fund
Bond Fund
Equity Growth Fund
Equity Index Fund II
Accelerator Mid-Cap Fund

Premium Period - Min. 3 yrs & Max. 70 yrs

Maturity Period - Starts from 4th yr
Partial Withdrawal: Eligible from 4th yr onwards
Ex: Principle Amount - Rs. 30000

Partial withdrawal - Rs. 15000
After Partial Withdrawal: Rs. 15000

Policy Coverage - remains same
Full Withdrawal - Policy has to be surrendered

Growth Illustration Table (As per IRDA Norms)
Growth Rate Optimistic Estimation Conservative Estimation

@ 6% @ 10%
At the end of 4th yr Rs. 31,800/- Rs. 33,000/-
At the end of 20th yr Rs. 80,784/- Rs. 1,51,634/-
At the end of 25th yr Rs. 1,08,106/- Rs. 2,44,208/-
(Refer ww.irdaindia.org)
New family gain is Unit Linked Insurance Plans (ULIPs). Investment in ULIP is
subject to risks associated with the Capital markets. The Policyholder is sole
responsible for his/her decisions while investing in ULIPs. All charges applicable
shall be levied. The fund value shown above is only indicative & not guaranteed
at 6% and 10% respectively. Insurance is subject of matter of the solicitation.

Tax Exemption - Eligible under Act 80(c) & 10(10)d

Documents Required
DD Rs. 10000/- in favour of “Bajaj Allianz Life Insurance Co. Ltd.,”
payable @ Salem
Proposal Form
Check List
Standard Age Proof Copy
Address Proof Copy
Photo ID proof
IT return copies for premium 1 lakh and above
3 passport size photos

Business Plan
Royal Income

Referral Incentive (RI)

U
A B
600/-
Incentive Calculation - Twice in a Month

SILVER CO-ORDINATOR (Andaman tour package)
A B
100 members 100 members

GOLDEN CO-ORDINATOR (Car Achiever)
A B
350 members 350 members

DIAMOND CO-ORDINATOR (Pension Achiever)
Rs. 1,00,000/- will be

deposited in
U
Pension Plan
A B
Car Achiever Car Achiever

PLATINUM CO-ORDINATOR (Director Achiever)
10% profit sharing

from the net profit of
U
the company
A B
Pension Achiever Pension Achiever

Thank you

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Bajaj Allianz General Insurance Co. Ltd.

TLC – Team Life Care. No.1 Channel Partner

Why Life Insurance ?????

TLC – Team Life Care. No.1 Channel Partner

Instrument Safety Liquidity Post Tax Tax Life Cover

Shares Low Average Uncertain Low None

KVP/NSC High Low Average Low None

Bonds, FD Average Average Low Low None

Mutual Fund Average High Uncertain Average None

Post Saving High Low Average Average None

TLC – Team Life Care. No.1 Channel Partner

Who is Bajaj ????

Bajaj- Rs.8000 Crore Household.

Bajaj Auto- 4000Cr. Asset

No. 2 in 2&3 - Wheeler manufacturer in India

No.4 in World Level

TLC – Team Life Care. No.1 Channel Partner

Who is Allianz ???

Leading Global Insurance Company

Started in Germany @1890 – 116 Years

Global Networks - 70 Countries

Largest Asset Manager in the World

7 Wonders & Twin Tower - insured by Allianz

TLC – Team Life Care. No.1 Channel Partner

Why Bajaj Allianz ???

Fastest growing private Life Insurer in India.

The total sum assured rose to Rs.4137 Cr since inception

3,95,000 satisfied customers across the country

TLC – Team Life Care. No.1 Channel Partner

More than 39,05,112 customers have selected Bajaj Allianz

Every day more than 4000 Policies issued online.

TLC – Team Life Care. No.1 Channel Partner

Amount of claims paid since inception is more than

Settled more than 1,95,000 claims.

TLC – Team Life Care. No.1 Channel Partner

Bajaj Allianz is a customer friendly & best services

TLC – Team Life Care. No.1 Channel Partner

Involved in marketing of Insurance policies and allied

No.1 Channel Partner of Bajaj Allianz

TLC – Team Life Care. No.1 Channel Partner

TLC – Team Life Care. No.1 Channel Partner

Name of the Policy : New Family Gain

Premium : 5000 (Half-yearly)

Minimum Premium Paying Term : 3 years

Partial & Full Withdrawal : After 3 Years

Fund Growth Rate : 15% to 25% Per annum

Age 0-10 11-20 21-30 31-40 41-50 51-55 56-60

SA - Sum Assured in Lakhs

TLC – Team Life Care. No.1 Channel Partner

TLC – Team Life Care. No.1 Channel Partner

For maturity with coverage, 150% of annual premium has to be

Ex: Maturity Amount - Rs. 100000

5 types of Fund options

Equity Growth Fund

Equity Index Fund II

Accelerator Mid-Cap Fund

TLC – Team Life Care. No.1 Channel Partner

Premium Period - Min. 3 yrs & Max. 70 yrs

Ex: Principle Amount - Rs. 30000

After Partial Withdrawal: Rs. 15000

Full Withdrawal - Policy has to be surrendered

TLC – Team Life Care. No.1 Channel Partner

Growth Illustration Table (As per IRDA Norms)