Get the free Assured Savings Plan Brochure - Kotak Life Insurance

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OTC PROPOSAL FORM (OF)[STAMP×APPLICATION NO.:FORM ID NO : 30101092UNIT LINKED: IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.NON-UNIT LINKED OFFICE USE

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How to fill out assured savings plan brochure

01

Open the assured savings plan brochure

02

Read the instructions and understand the benefits of the plan

03

Fill out the personal information section accurately, including your name, address, and contact details

04

Provide the required financial information, such as your income, savings goals, and investment preferences

05

Choose the desired policy term and premium payment frequency

06

Review the available options for riders or additional benefits and select if required

07

Carefully read the terms and conditions, including the policy features, terms of premiums, maturity benefits, and surrender value

08

Consult with a financial advisor if you have any doubts or questions

09

Sign and date the brochure to complete the filling process

Who needs assured savings plan brochure?

01

Anyone interested in a long-term savings plan with guaranteed benefits

02

Individuals who want to secure their financial future and have specific savings goals

03

People who are looking for a reliable investment opportunity with low risk

04

Individuals who value financial stability and want to protect their loved ones' future

05

Those who want to enjoy tax benefits and potential returns on their savings

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What is assured savings plan brochure?

The assured savings plan brochure is a document that provides detailed information about a savings plan designed to guarantee returns on investments.

Who is required to file assured savings plan brochure?

Financial institutions or investment companies offering assured savings plans are required to file the brochure with the regulatory authorities.

How to fill out assured savings plan brochure?

The brochure should be filled out with accurate information about the investment plan, returns, terms, and conditions, and any associated risks.

What is the purpose of assured savings plan brochure?

The purpose of the assured savings plan brochure is to provide transparency and clarity to investors about the features and terms of the savings plan.

What information must be reported on assured savings plan brochure?

Information such as the investment returns, risks, fees, terms, and conditions of the assured savings plan must be reported on the brochure.

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