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A Long Term Unit Linked Health Insurance Plan for You and Your Family Table No. 901IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER FOR FULL DETAILS OF POLICY
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How to fill out unit linked insurance plan

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How to fill out unit linked insurance plan

01
Step 1: Gather all necessary documents such as identification proof, income proof, and address proof.
02
Step 2: Research different insurance companies and compare their unit linked insurance plans to find the one that suits your needs and budget.
03
Step 3: Contact the chosen insurance company either online or through their customer service helpline to initiate the application process.
04
Step 4: Fill out the application form provided by the insurance company with accurate and complete details.
05
Step 5: Pay the required premium amount as mentioned in the plan.
06
Step 6: Submit the filled application form along with the necessary documents to the insurance company either online or through physical submission.
07
Step 7: Wait for the insurance company to process your application and perform the necessary verification checks.
08
Step 8: Once your application is approved, the insurance company will provide you with the policy documents and confirmation of coverage.
09
Step 9: Read the policy documents carefully and understand the terms and conditions of the unit linked insurance plan.
10
Step 10: Keep track of your premium payments and make timely payments to ensure continuous coverage.
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Step 11: Utilize the benefits and features of the unit linked insurance plan as per your financial goals and risk appetite.
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Step 12: In case of any queries or claims, contact the insurance company's customer service for assistance.

Who needs unit linked insurance plan?

01
Individuals who wish to invest their money in a life insurance policy while also seeking potential market-linked returns can benefit from a unit linked insurance plan.
02
Those who prefer the flexibility to choose investment options based on their risk appetite and financial goals.
03
People who want to enjoy insurance coverage along with wealth creation through market participation.
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Those who are willing to bear some investment risk in order to potentially earn higher returns.
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Individuals who are looking for a combination of insurance protection, investment growth, and tax benefits.
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A unit linked insurance plan is a type of insurance plan that allows policyholders to invest a portion of their premium in investment funds.
Policyholders who have purchased a unit linked insurance plan are required to file it.
Policyholders can fill out a unit linked insurance plan by providing details about their investment funds, premium payments, and beneficiaries.
The purpose of a unit linked insurance plan is to provide both insurance coverage and an investment opportunity for policyholders.
Policyholders must report details about their investment funds, premium payments, and beneficiaries on the unit linked insurance plan.
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