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GIFT SELECT

Total questions: 22

Worksheet time: 13mins

Name
Class
Date
1.

PPT Options in GIFT SELECT

(a)  

2.

Minimum Ticket Size

(a)  

3.

Proposer Age Eligibility

(a)  

4.

Policy Term for 10 PPT

(a)  

5.

Policy Term for 7 PPT

(a)  

6.

What is Section 10(10D) ?

(a)  

7.

Does Income under 7X Cover Variant Come under 10(10D) to be Tax free

a)

YES

b)

NO

8.

Formula for Maximum Income Start Date

(a)  

9.

Meaning of Income Advancement

a)

Income Starting in Beginning of Year

b)

Income Starting at the End of Year

10.

Type Income Options Available

(a)  

11.

In Increasing Income Option at what % rate is Income Compounded

(a)  

12.

Minimum Income Start Year to be selected to Avail Cashback Option

(a)  

13.

% Cashback Options

(a)  

14.

% ROP Options Available for 7 PPT, PT : 17 Yrs

(a)  

15.

What is First Income for the Following Combination

Age : 30 , PPT : 10 Yrs , PT : 30 Yrs

Premium : 1 Lakh , SA : 10X

Income Start Year: 2 , 50% Cashback

Income Advancement: Yes , ROP : 100%

Level Income

(a)  

16.

What is First Income for the Following Combination

Age : 30 , PPT : 10 Yrs , PT : 30 Yrs
Premium : 1 Lakh , SA : 10X
Income Start Year: 2 , 50% Cashback
Income Advancement: Yes , ROP : 100%
Increasing Income

(a)  

17.

What is Last Income for the Following Combination

Age : 30 , PPT : 10 Yrs , PT : 30 Yrs
Premium : 1 Lakh , SA : 10X
Income Start Year: 2 , 50% Cashback
Income Advancement: Yes , ROP : 100%
Increasing Income

(a)  

18.

What is your iContribute KPI Score?

4 lines
19.

What is your DQI Score

4 lines
20.

What is your TOPLINE YTD % Achievement

4 lines
21.

What is your Protection YTD % Achievement

4 lines
22.

What is your Annuity YTD % Achievement

4 lines