ULIP - A Smart Investment Plan

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ULIP Plan

• - A Brief Overview

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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.

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Why ULIP Plans?

• Cover against death
• Long-term savings
• Maximum benefit
• Maximum return on your investment

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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

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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.

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Tips for ULIP

• Understand 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.

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Thank You