Professional Documents
Culture Documents
s
f
u
t
u
r
e
L
i
v
i
n
g
T
o
o
L
o
n
g
Protection Gap
N
E
E
D
WEALTH CREATION
B
r
i
d
g
i
n
g
T
h
e
G
A
P
Enhance
employee
benefits
Higher
Employee
productivity
Financial
security to
employees
Long-term
goodwill
Better group
rates
Enhance
employee
benefits
Higher
Employee
productivity
Financial
security to
employees
Long-term
goodwill
Better group
rates
0
26867
40868
63328
101168
170507
319581
789150
25 30 35 40 45 50 55
Age at which saving Started
A
n
n
u
a
l
C
o
n
t
r
i
b
u
t
i
o
n
940344
1226032
1583195
2023253
2557603
3195810
3945751
The Later You Start
The more you need to pay
Saving required to generate
A Corpus of Rs 50 Lakhs at age of 60
Assumption return at 8%
Annual Contribution
Total Contribution
For Employer
Enhance
employee
benefits
Convenience
Higher
Employee
productivity
Financial
security to
employees
Long-term
goodwill
Better group
rates
For Employee
Portability-
Upon
resignation,
cover
continues
Protection
Extend
coverage to
Spouse and
Children
Group
discounts
Worksite Marketing- Benefits
Corporate Initiatives- Worksite Marketing
Special Plans
Servicing
Individual [WSM] Group
Group Gratuity
Leave Encashment
Super Annuation
EDLI
Financial Planning
Protection Gap
Identification
Analysis & Solution
Engagement Initiatives
Long Term Association
Engagement Initiatives
Employee Centric
Approach
Dedicated
Customer Focus
Unit
Multi-lingual,
multi-location call
center
Robust
infrastructure to
handle 9000-
10,000 calls per
day
Employer- Employee
arrangements
Key-Man Policies
HUF Plans
Partnership Plans
MWP act
Thank You