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In this presentation, find out all the basic concepts of ULIP Plan, the multiple benefits offered by the plan and why should one buy Unit Linked Insurance Plan.
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ULIP Plan- A Brief Overview
What is a ULIP Plan?ULIP stands for Unit Linked Insurance Plan.
Unit Linked Insurance Plans are very innovative forms of life insurance.
ULIP offer maximum returns on your investments.
It is a package of financial management that include the safety of insurance cover with wealth enhancement opportunities.
Why ULIP Plans?Cover against death
Long-term savings
Maximum benefit
Maximum return on your investment
What can we expect in a good ULIP Plan? Tax benefits
Settlement Option
Partial Withdrawal
Choice of funds
Switching facility
Maturity guarantee
Transparency
Flexibility
Critical Illness
Protection from inflation
Why ULIP works best for 25-40 age group?ULIP Plans are long-term investment products
that require period of least 10 years to give maximum benefits as the final output.
They are a perfect combination of insurance cover with mutual fund.
You can switch across funds easily at low cost fund.
Tips for ULIPUnderstand the concept of ULIPs clearly.
How much risk can you take?
Study in detail about different ULIP products being offered.
Is your ULIP Plan giving you at least a minimum guarantee.
Thank You
