Advisor Digital Tech Page, Haldwani (2026)

31/12/2023

Happy new year 2024.

15/12/2023

प्रगति के लिए सहयोग!
कर्नाटक और केरल में ग्रामीण परिवारों को मजबूत करना और एसबीआई लाइफ के साथ वित्तीय स्थिरता लाना, एक सुरक्षित और उज्जवल कल सुनिश्चित करना। - अपने लिए, अपनों के लिए।

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07/12/2023

How to withdraw maturity amount in SBI Life:-

Withdrawal of Maturity Amount in SBI Life Smart Wealth Builder

When your SBI Life Smart Wealth Builder policy reaches maturity, you can withdraw the maturity benefit, which is the fund value accumulated during the policy term. Here's how you can do it:

1. Inform SBI Life:

Contact your SBI Life agent or branch.

You can also submit withdrawal request online through SBI Life website.

Provide your policy details and request maturity benefit payment.

2. Submit the required documents:

Duly filled and signed Maturity Claim Form.

Policy Document.

KYC documents (ID proof and address proof).

Bank account details to receive the maturity amount.

3. Wait for Processing:

SBI Life will process your request and verify your documents.

This process may take anywhere from a few days to a few weeks, depending on the complexity of your case.

4. Get the maturity amount:

Once approved, SBI Life will credit the maturity amount (fund value) directly into your nominated bank account.

You will receive a notification confirming the payment.

Additional points:

You can choose to receive the maturity amount in lump sum or opt for installments.

If you have opted for any partial withdrawal during the policy term, the amount will be deducted from the maturity benefit.

You can check your policy details and fund value online through SBI Life website or mobile app.

Contact us for any assistance or clarification.
https://sales.gromo.in/gp-website/g/kld2puzRffpMTgJrjeCQ9

04/12/2023

SBI Life Smart Platina Plus offers a combination of benefits that cater to both financial protection and long-term savings goals. Here's a breakdown of its key advantages:

Guaranteed Income:

Regular Payouts: Receive a guaranteed income stream during the chosen payout period, regardless of market fluctuations. This provides financial stability and peace of mind, especially during retirement years.

Lump Sum Option: The nominee or legal heir can choose to receive the discounted value of the remaining guaranteed income as a lump sum during the payout period. This flexibility allows them to address unexpected needs or financial goals.

Guaranteed Income Amount: The plan guarantees a fixed income amount throughout the payout period, ensuring predictable cash flow for financial planning.

Financial Protection:

Death Benefit: Upon the policyholder's death, the nominee receives the sum assured, offering financial support to the family.

Maturity Benefit: If the policyholder survives the policy term, they receive 110% of the total premiums paid, ensuring a return on investment.

Other Benefits:

Tax Savings: Premiums paid qualify for tax deductions under Section 80C of the Income Tax Act, 1961.

Flexibility: Choose your policy term, payout period, and premium payment mode (regular, limited, or single) to suit your financial situation and goals.

Riders: Enhance your coverage with optional riders like accidental death benefit, critical illness benefit, and waiver of premium rider for added protection.

Overall, SBI Life Smart Platina Plus provides a valuable package for individuals seeking a guaranteed income stream, financial protection for their loved ones, and tax-advantaged savings. It's a good option for those who prioritize financial stability and long-term planning

03/12/2023

एसबीआई लाइफ - प्रधानमंत्री जीवन ज्योति बीमा योजना (पीएमजेजेबीवाई) एक सरकार प्रायोजित जीवन बीमा योजना है जो बीमित व्यक्ति की मृत्यु की स्थिति में उसके नामांकित व्यक्ति को ₹2 लाख का मृत्यु लाभ प्रदान करती है। यह योजना 18 से 50 वर्ष की आयु के सभी भारतीय नागरिकों के लिए उपलब्ध है, और वार्षिक प्रीमियम ₹330 है।

एसबीआई लाइफ - पीएमजेजेबीवाई के लाभों में शामिल हैं:

किफायती प्रीमियम: ₹330 का वार्षिक प्रीमियम बहुत किफायती है, जो इसे व्यापक स्तर के लोगों के लिए सुलभ बनाता है।

गारंटीशुदा मृत्यु लाभ: मृत्यु का कारण चाहे जो भी हो, ₹2 लाख के मृत्यु लाभ की गारंटी है।

खरीद में आसानी: योजना को एसबीआई लाइफ के किसी भी अधिकृत एजेंट के माध्यम से खरीदा जा सकता है।

एसबीआई लाइफ - पीएमजेजेबीवाई के लिए पात्रता मानदंड हैं:

आयु: पॉलिसी शुरू होने की तिथि पर बीमित व्यक्ति की आयु 18 से 50 वर्ष के बीच होनी चाहिए।

नागरिकता: बीमित व्यक्ति भारतीय नागरिक होना चाहिए।

व्यवसाय: बीमित व्यक्ति को निम्नलिखित को छोड़कर किसी भी व्यवसाय में संलग्न होना चाहिए:

सशस्त्र बल

सुरक्षा बल

पुलिस

रेलवे कर्मचारी

स्वास्थ्य:** बीमाकर्ता द्वारा निर्धारित अनुसार बीमित व्यक्ति का स्वास्थ्य अच्छा होना चाहिए।

एसबीआई लाइफ - पीएमजेजेबीवाई के लिए कवरेज अवधि 33 वर्ष है। पॉलिसी हर साल नवीकरणीय होती है, और प्रीमियम पॉलिसी की पूरी अवधि के लिए समान रहता है।

यदि पॉलिसी अवधि के दौरान बीमित व्यक्ति की मृत्यु हो जाती है, तो मृत्यु लाभ का भुगतान मृत्यु के 30 दिनों के भीतर नामित व्यक्ति को किया जाएगा। नामांकित व्यक्ति के लिए मृत्यु लाभ कर-मुक्त है।

एसबीआई लाइफ - पीएमजेजेबीवाई उन लोगों के लिए एक अच्छा विकल्प है जो किफायती जीवन बीमा कवरेज की तलाश में हैं। योजना ₹2 लाख का गारंटीशुदा मृत्यु लाभ प्रदान करती है, जो बीमित व्यक्ति की मृत्यु की स्थिति में उसके परिवार को वित्तीय सुरक्षा प्रदान करने में मदद कर सकती है।

01/12/2023

Thanks to Shri AVS Shiv Ram Krishna for honoring Yashasvi Jaiswal because he carved a moment for himself and his loved ones.🏆🌠

01/12/2023

We clinched the 'Special Award for Best Insurance Spreading by a Private Sector Company - India' at ICC's Emerging Asia Conclave & Awards 2023. A testament to our unwavering dedication & excellence!

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30/11/2023

SBI Life - Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY) is a government-sponsored life insurance plan that provides a death benefit of ₹2 lakh to the nominee of the insured person in the event of their death. The plan is available to all Indian citizens between the ages of 18 and 50 years, and the annual premium is ₹330.

The benefits of SBI Life - PMJJBY include:

Affordable premium: The annual premium of ₹330 is very affordable, making it accessible to a wide range of people.

Guaranteed death benefit: The death benefit of ₹2 lakh is guaranteed, regardless of the cause of death.

Ease of purchase: The plan can be purchased through any authorized agent of SBI Life.

The eligibility criteria for SBI Life - PMJJBY are:

Age: The insured person must be between the ages of 18 and 50 years on the date of commencement of the policy.

Citizenship: The insured person must be an Indian citizen.

Occupation: The insured person must be engaged in any occupation, except for the following:

Armed forces

Security forces

Police

Railway employees

Health:** The insured person must be in good health, as determined by the insurer.

The coverage period for SBI Life - PMJJBY is 33 years. The policy is renewable every year, and the premium remains the same for the entire duration of the policy.

If the insured person dies during the policy period, the death benefit will be paid to the nominee within 30 days of the death. The death benefit is tax-free to the nominee.

SBI Life - PMJJBY is a good option for people who are looking for affordable life insurance coverage. The plan provides a guaranteed death benefit of ₹2 lakh, which can help to provide financial security for the family of the insured person in the event of their death.

29/11/2023

A long-term life insurance policy can provide many benefits, including:

Death Benefit: Death benefit is the amount of money which is given to the insured's family in case of death of the insured.

Tax Benefits: The death benefit of a life insurance policy is generally income tax-free for your beneficiaries.

Cash Value: Some long-term life insurance policies also have a cash value component. This means the policy will accumulate value over time, against which you can borrow or withdraw.

Estate planning: A long-term life insurance policy can be used to help plan your estate and reduce your tax liability.

Affordable Premiums: Term life insurance policies are generally more affordable than whole life insurance policies.

Flexibility: Many long-term life insurance policies allow you to adjust your coverage or premium payments according to your needs.

Portability: You can usually take your long-term life insurance policy with you if you change jobs or move to another state.

If you are considering purchasing a long-term life insurance policy, it is important to compare policies from different insurers to find the best policy for your needs. You should also consider your budget, your health and the needs of your family when choosing a policy.

27/11/2023

"एसबीआई लाइफ पूर्ण सुरक्षा योजना की व्यापक सुरक्षा के साथ अपने प्रियजनों और खुद को सुरक्षित रखें।

यह दोहरे लाभ वाली योजना जीवन बीमा और गंभीर बीमारी कवर दोनों प्रदान करती है, जो ज़रूरत के समय आपके और आपके परिवार के लिए वित्तीय सुरक्षा सुनिश्चित करती है।

प्रमुख विशेषताऐं:

जीवन बीमा कवर: बीमित व्यक्ति के असामयिक निधन के मामले में नामांकित व्यक्तियों को एकमुश्त भुगतान प्रदान करता है।

गंभीर बीमारी कवर: योजना के तहत कवर की गई 36 गंभीर बीमारियों में से किसी के निदान पर वित्तीय सहायता प्रदान करता है।

लाइफस्टेज रीबैलेंसिंग: आपकी उम्र बढ़ने के साथ जीवन और गंभीर बीमारी कवर के अनुपात को स्वचालित रूप से समायोजित करता है, यह सुनिश्चित करता है कि आपकी सुरक्षा ज़रूरतें हमेशा पूरी हों।

प्रीमियम की छूट: यदि आपको गंभीर बीमारी का पता चलता है तो आपको भविष्य के प्रीमियम का भुगतान करने से छूट मिलती है।

एसबीआई लाइफ पूर्ण सुरक्षा योजना - जीवन की अनिश्चितताओं के खिलाफ आपकी ढाल।

27/11/2023

SBI Life Platina Plus is an individual, non-linked, non-participating life insurance savings product that offers a combination of guaranteed income, financial protection, and tax benefits. Here are some of the key benefits of the plan:

Guaranteed Income Benefit:

Enjoy fixed regular income during the payout period opted.

Choose from two income plan options: Guaranteed Income and Life Income.

Flexibility to choose the frequency of income benefit - Yearly, Half-yearly, Quarterly or Monthly.

Maturity Benefit:

Upon survival of the life assured till the end of the policy term, get a return of 110% of total premiums paid.

Financial Protection:

Life insurance cover during the policy term for financial protection of the family.

Tax Benefits:

Tax benefits under section 80C and 10(D) of the Income Tax Act, 1961.

Additional Features:

Limited premium payment options – 6, 7, 8, and 10 years.

Option to change the income payout frequency before the payout period.

Overall, SBI Life Platina Plus is a good option for individuals who are looking for a savings plan that offers guaranteed income, financial protection, and tax benefits. The plan is flexible and customizable, allowing policyholders to choose the options that best suit their needs.

अपनी बीमा आवश्यकताओं पर निःशुल्क वित्तीय परामर्श के लिए मुझसे संपर्क करें। 👇👇 sales.gromo.in/gp-website/g/kld2puzRffpMTgJrjeCQ9

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