Presentation slide

2. Presentation
on
Sonali Life Insurance

3. MD. JAFOR SADIK
ID-2016110000138
BATCH-43

4. History of Sonali Life Insurance
 Established in 2012
 was incepted in the board rooms of an organization formed
thirty years ago
 thirty years later, the Board members of Rupali Insurance Co.
Ltd. decided to protect and nurture the hopes and dreams of
Bangladeshi families

5. Mission
 To the most trusted life insurance company by securing the
financial future of our customers.”

6. Vision
 To be the premier provider of income solutions, investments
and protection plans for the betterment of our citizens.”

7. Productsof SLICL
 Endowment Assurance Plan With Profits
 Anticipated Endowment Assurance Plan - 3 Stage With Profits
 Anticipated Endowment Assurance Plan - 5 Stage With Profits
 Ordinary Insurance Plan Without Profits
 Money Back Term Insurance Benefit With Profit Granted
 Child Protection Assurance Plan with Profits
 Education Expense Assurance Plan with Profits
 Ordinary Endowment Insurance With Profits
 Single Premium Insurance Plan Without Profits
 Assurance Cum Pension Plan Without Profits
 Denmohar Bima With Profits
 Hajj Bima With Profits
 Monthly Savings Assurance Plan With Profit

8. Productsof SLICL ( Cont..)
Endowment Insurance
 Endowment insurance is an investment oriented plan which not
only pays in the event of death but also in the event of survival at
the end of the term
 Premium includes 2 elements
Mortality
Investment
Maximum age at entry 12 years

9. Productsof SLICL ( Cont..)
Anticipated Endowment Assurance Plan - 3 Stage With Profits
 Endowment plans provide a disciplined route for savings, which
could come in handy in case of financial emergency.
 Term of the Policy - 10/15/20/25/30/35 years in terms of
applicant's age.

10. Productsof SLICL ( Cont..)
Ordinary insurance plan without profits
 On maturity: only if the policy status is active up to the maturity
period, the policy holder will receive full sum assured on maturity
at end of the term.
 Term of the policy: 10/15/20/25/30 & 35 years in terms of
applicant's age.

11. Productsof SLICL ( Cont..)
Money back term insurance benefit with profit granted
 On maturity: only if the policy status is active up to the maturity
period, the policyholder will receive paid premium together with
25% of basic sum assured at end of the term
 Term of the policy: 10/15/20 years in terms of applicant's age.

12. Productsof SLICL ( Cont..)
Child protection assurance plan with profits
 In case of assured's death during policy term: if after the death of
the life assured the child dies within the term of the policy no
benefits are payable within the term but full basic sum assured
together with bonuses are payable.
 Term of the policy: 10-20 years in terms of applicant's age.

13. Productsof SLICL ( Cont..)
Education Expense Assurance Plan with Profits
 On Maturity: Only if the policy status is active, stipend to meet
the educational expense will commence at the end of the policy
term.
 Special Benefits: The duration of the stipend can be changed to
less or more than ten years provided term should be between five
to fifteen years in which case the premium rates will be
proportionate to the tabular rates.
 Term of the Policy: 5-15 years in terms of applicant's age.

14. Productsof SLICL ( Cont..)
Single Premium Insurance Plan Without Profits
 Term of the Policy: 6/8/10/12/15 years in terms of applicant's
age.
 On Maturity: The policyholder will receive twice the basic sum
assured on maturity of the policy.

15. Productsof SLICL ( Cont..)
Hajj bima with profits
 Term of the policy: 10-35 years in terms of applicant's age.
 On maturity: only if the policy status is active up to the
maturity period, the policy holder will receive full sum
assured together with accrued bonuses on maturity at end of
the term.

16. Productsof SLICL ( Cont..)
Monthly savings assurance plan with profit
 Term of the policy: 10-25 years in terms of applicant's age
 On maturity: only if the policy status is active up to the
maturity period, the policy holder will receive full sum assured
together with accrued bonuses on maturity at end of the term.

17. RequiredDocuments for DeathClaim
 Original Policy documents.
 Receipts of all premium installments.
 Nominee.
 The latest medical certificate / death certificate issued by a doctor.
 Certificate issues by the Cemetery Committee.
 National Identity Card - Original copy
 Nominee must complete the forms provided by the company.
 Nominee must complete the forms provided by the Company
doctor.
 Fill in the forms provided by the company by persons work as
identifier