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Total questions: 20
Worksheet time: 11mins
Mr. & Mrs Agarwal resident in Pune Age 48 & 42 are interested in PGP with 8 Years Deffered Annuity Joint Life option, With 50 Lac Purchase Price. What will be the Death benefit?
50 Lac
55 Lac
50 Lac - GST
Plan not allowed
In Sampoorn Nivesh, What are the Fund management charges for Discontinued Fund?
0.80%
0.50%
1.35%
1%
Mr. Dinesh purchased Sampoorn Nivesh plan with 10 Lac annual premium in Limited PPT. What will be the policy admin charges per month from 6th policy year?
0.35%
0.45%
1000/-
500/-
Mr. Patil Age 50 purchased PGP plan with Immediate Annuity ROPP option with 25 Lac premium. What will be the death benefit ?
Nothing
Purchase Price - GST
Purchase Price
110% of Purchase Price
In Sampoorn Nivesh if policy is revived, there will be extra Revival charges?
True
False
So what, I am ready to pay the charges
In PGP plan, Which option does not allow Loan facility?
Immediate Life Annuity with ROPP Option
Immediate Life Annuity Option
Deferred Life Annuity with ROPP Option
None of Above
PGP product purchased as QROPS through transfer of UK tax relieved assets, the minimum entry age for the same will be?
45 years
50 years
55 years
65 years
In Sampoorn Nivesh plan, the asset allocation for the Discontinued Policy Fund is ?
Govt. securities: 80% to 100% & Equity : 0% to 20%
Govt. securities: 60% to 100% & Equity : 0% to 40%
Govt. securities: 60% to 100% & Money Market Instruments: 0% to 40%
Govt. securities: 50% to 100% & Equity : 0% to 50%
As per NPS guideline topup is not allowed in PGP ?
True
False
In Sampoorn Nivesh, Loyalty addition is calculated on?
Fund Value as on 31st March
Fund Value at the start of the year
Fund Value at the end of the year
Average Fund Value for current year
Salman Khan has bought C2P 3D in 2015 with CI rider and has taken claim for CI in 2018. Now he wants to know can he opt for Life stage Protection as he plans to marry next year ?
Yes, He can opt for 50% additional SA
No, He cannot opt for LSP
Salman Khan and Marriage, are you joking
Rohit Shetty has bought C2P 3D with Extra Life Income option with 5cr base SA & 1.5cr Extra Life SA. He wants to know, What will be the Lumpsum benefit if he dies in an accident?
5.5 Crore
6.5 Crore
6 Crore
5 cr & Extra life SA will be given as payouts divided into 10 years
Top up option can be exercised anytime during policy term in C2P 3D ?
True
False
Maybe
Amithabh wants to know how much amount he can withdraw from vesting benefit in PPP?
Upto 60%
Upto 1/3rd
33%
Amitabh ki marzi
What is the percentage of RB declared in PPP from 2015 to 2019 for 15 year policy term ?
2.5%
3%
3.5%
4%
In C2P 3D death benefit will be paid only in case of Natural or Accidental death?
True
False
Naseer wants to know as RB is non guaranteed in PPP and if no bonus is declared in the entire PT, What will be his vesting benefit ?
100% of premiums paid
101% of premiums paid
105% of premiums paid
Ram Jaane
In C2P 3D life stage option is available for only for a period of ___________ from the date of the specified event?
1 Month
3 Months
6 Months
9 months (in case of child birth)
In PPP if the policy holder dies nominee has to take the Death Benefit as Lumpsum ?
True
False
Select correct enhanced annuity rates for 60 year old annuitant for Life Annuity and Life Annuity with ROPP ?
7.80% & 6.24%
7.60% & 6.04%
7.70% & 6.20%
7.50% & 6.25%
