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Worksheets

Click To Achieve

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

In Click To Achieve under Dream Achiever option what are the combinations available

a)

1 - Early Income
2 - Guaranteed Income
3 - Money back

4 - Lum Sum

b)

1 - Early Income

2 - Income

3 - Money back

4 - Lum Sum

c)

1 - Immediate Income

2 - Income

3 - Money Back

4 - Lum Sum

d)

1 - Early Income

2 - Income

3 - Long Term Income

4 - Lum Sum

2.

In Early Income option maximum……….. % ROP can be taken at the time of maturity

a)

100%

b)

125%

c)

150%

d)

200%

3.

In Income or Early Income combination if customer wants to opt for increasing income benefit then at what % income will increase

a)

5%

b)

10%

c)

1 to 10 %

d)

1 to 5 %

4.

If customer wants to accumulate cash survival benefits payout then at what rate of interest his payout will get accumulated

a)

SBI Saving Bank A/c interest

b)

RBI Reverse repo rate

c)

RBI Reverse repo rate + 1.5%

d)

SBI Saving Bank A/c interest + 1.5%

5.

Click to Achieve falls under which category of Life Insurance plan

a)

Participating Plan

b)

Non Participating Plan

c)

ULIP

6.

Customer can take ROP under Income option……………………

a)

at the time of maturity

b)

at the time of 5th payout

c)

at the time of 10th payout

d)

All the options are correct

7.

Customers will have option to choose the Life cover (Sum Assured on Death) as Premium multiple .....................................

a)

Between 7, 10, 12, 15 or 20 times of the annual premium

b)

Between  10, 12, 15 or 20 times of the annual premium

c)

Between 7, 10,  15 or 20 times of the annual premium

d)

Between 7, 10,   or 20 times of the annual premium

8.

Maximum entry age under Click to achieve is .................

a)

50 Yrs

b)

55 yrs

c)

60 yrs

d)

65 Yrs

9.

In Money back combination customer can take payout ........................

a)

Every 3 yrs / 4 yrs / 5 yrs 

b)

Every 3 yrs / 4 yrs / 5 yrs or last 5yrs

c)

Every  4 yrs / 5 yrs or last 5yrs

d)

Every  3 yrs  / 5 yrs or last 5yrs

10.

Premium offset features can be chosen under which combinations

a)

Early Income & Income 

b)

Early Income & Money Back 

c)

Income & Money Back

d)

Under all the combinations