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This document outlines the features, benefits, and details of the ICICI Pru LifeStage Wealth II unit linked insurance plan, which allows policyholders to invest their savings according to their financial
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How to fill out ICICI Pru LifeStage Wealth II

01
Visit the ICICI Prudential Insurance website or your nearest branch.
02
Select the 'ICICI Pru LifeStage Wealth II' product from the list of available policies.
03
Review the policy details, including the benefits and coverage.
04
Fill out the application form with necessary personal information like name, age, address, and contact details.
05
Provide details about your income and financial status.
06
Choose the premium payment frequency (monthly, quarterly, annually).
07
Select the sum assured amount based on your financial goals.
08
Review and submit the application form along with necessary documents, such as identity proof, address proof, and income proof.
09
Make the initial premium payment as instructed.
10
Wait for confirmation and policy issuance from ICICI Prudential.

Who needs ICICI Pru LifeStage Wealth II?

01
Individuals looking for a combination of life insurance and investment.
02
People planning for long-term financial goals like children's education or retirement.
03
Those who prefer a planned approach to wealth accumulation over time.
04
Investors seeking a structured product with potential market-linked returns.
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People Also Ask about

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.83% & 22.26%. The ICICI Prudential Large Cap Fund comes under the Equity category of ICICI Prudential Mutual Funds.
ICICI Prudential Life Insurance Surrender Value Most insurance companies have a three-year completion period to surrender a policy, from where the policyholder is entitled to avail of 30% amount of all the premiums he has paid to date. And this surrender value keeps increasing with the passing years.
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ULIPs have a mandatory lock-in period of five years. Partial or complete withdrawals are usually permitted only after this period is over. In addition to completing the ULIP lock-in period, you must have paid all premium payments for the first five policy years to be eligible for partial withdrawals.

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ICICI Pru LifeStage Wealth II is a life insurance product offered by ICICI Prudential that focuses on wealth accumulation through systematic investment strategies tailored to different life stages.
Individuals or entities who have purchased the ICICI Pru LifeStage Wealth II policy need to file it for record-keeping and tax purposes, as well as for claiming benefits under the policy.
To fill out ICICI Pru LifeStage Wealth II, you typically need to provide personal information, choose an investment option based on your financial goals, and submit necessary documents as required by the insurer.
The purpose of ICICI Pru LifeStage Wealth II is to provide policyholders with a systematic investment plan that helps build wealth over time while also offering life insurance coverage.
Required information generally includes personal details of the policyholder, premium payment details, chosen investment options, and beneficiary information.
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