PWP V05 Sales Toolkit ver 1.0

SALES TOOLKIT A TICKET TO HEALTH & WEALTH

USP PWP PL US Premiums Lower Protection Small Cap premium against 64 CI’s Index Fund starting from allocation o ering at `1 Lakh charges & Disability with CIDSR 1% FMC 2% p.a. NFO WORKING Automatic Switches from MMII fund to Index fund 11th Aug 25th Aug Index Fund 2023 2023 Premium MLI Money Customers Market II Fund NFO Drive Period 28th Aug 2023 During the NFO drive period the premiums will be invested in MMII fund MMII is MLI's safest parking fund with least NAV variation Automatic Switches are The MMII funds preserves the invested capital executed from MMII fund to Index fund on NFO Launch Day – 28th Aug 2023

PWP CHANGES AVAILABLE WITH NIFTY SMALLCAP 250 QUALITY 50 Starting Lowest Investment in NAV `10 FMC 1% Top 50 stocks CIDR RIDER BENEFIT Comprehensive ONE SOLUTION FOR 25% of SA on Critical Illness CI NEED MAX LIFE Minor CI 100% Cover, providing of SA on Major coverage against CRITICAL ILLNESS AND CI / Disability DISABILITY SECURE 64 critical RIDER illness 59 Major illness Coverage on Tax benefit and 5 Minor total and under Sec illnesses are permanent covered disability 80D

PWP PLUS-WEALTH BHI, HEALTH BHI - STORY 1 Mr. Amit Jain, Age: 35 Profession: Service Annual Income: ₹50 Lacs Need: Plan for corpus after 10 years for kids dream education. Solution: PWP Plus 5 Pay 10 year term | Annual Premium – ₹ 5,10,590 (without GST) | Sum Assured – ₹50 Lacs I CIDSR – ₹15 lacs I NIFTY Smallcap Index Fund. (NFO) Mr. Amit Jain can Annual Premium comfortably = ₹ 5,10,590 complete kids Maturity dream education Benefit Male @8% - ₹ 41.53 Lacs age 35 Year 10 @4% - ₹ 30.47 Lacs Year 1 Life Cover ₹ 50 Lacs + 15 Lacs 64 illnesses + TPD cover (CIDSR) Give: ₹25.53 Lacs Get: ₹ 41.43 Lacs** Give – Get: 163% IRR- 6.22% **@8% illustrated values

PWP PLUS-WEALTH BHI, HEALTH BHI - STORY 2 Mr. Amit Jain, Age: 35 Profession: Service Annual Income: ₹50 Lacs Need: Plan for corpus after 10 years for kids dream education. Solution: PWP Plus 5 Pay 10 year term | Annual Premium – ₹ 5,10,590 (without GST) | Sum Assured – ₹50 Lacs I CIDSR – ₹15 lacs I NIFTY Smallcap Index Fund. (NFO) Mr. Amit Jain can Annual Premium comfortably ₹5,10,590 ₹5,10,590 ₹5 Lacs ₹5 Lacs ₹5 Lacs complete kids Maturity dream education Benefit Male @8% - ₹ 41.53 Lacs age 35 Year 10 @4% - ₹ 30.47 Lacs Year 1 Life Cover ₹ 50 Lacs continues Major CI: Cancer Total Get: Give – Get: 221% detected to Amit ₹56.43 Lacs** CIDSR SA Paid ₹15 lacs immediately Give: ₹25.21 Lacs **@8% illustrated values

CONVERSATION STARTERS “ Would you be interested in a “ Would you be interested in a plan plan that ensures the New Fund which helps you build wealth for Offering benefits with coverage long term with life cover, 64 critical of 64 critical illnesses. Also you illnesses cover and Also covering can enjoy the market returns.’’ total and permanent disability in one solution” “ Ma’am would you be interested in “ Would you be interested in a a plan which helps you enjoy starting plan that offers unmatched NAV of rs. 10 in our new fund flexibility and Liquidity so that offering which will help you to fulfill you can enjoy health benefits as your future financial goals” well create wealth for self & Family”

OBJECTION HANDLING - 1 Mr. Sharma Seller - Rahul “I would prefer to invest in other products which can Sir, It is great that you plan to invest in provide me higher returns’’ other avenues. However, one must always diversify one’s portfolio. This product not only offers you the benefit of entry in the market with NAV of Rs. 10. But also provides you will 3D cover Like Death, Disease and disability. This product certainly will give opportunity to earn higher returns!

OBJECTION HANDLING - 2 Mr. Sharma Seller - Rahul “I would rather invest in property to build wealth’’ Sir, I understand that you want to invest in property and it a good avenue of investment. Both Property and this Product will give you returns in the long term. However, Property involve high capital investment with lot of various complexities. Whereas, this Product, requires smaller investment, simple procedures, and also gives you life cover with covering 64 critical illnesses! Max Life Insurance Co. Ltd. Distributed By Axis Bank ^ Individual Death Claims Paid Ratio As per IRDAI Annual Report FY 2022-2023 | *As per Public Disclosures 2022. Strictly for internal communication purposes only