
DCB RA Pathshala
Authored by Dheeraj Sharma
Professional Development
Professional Development
Used 2+ times

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6 questions
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1.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
Anoop is looking for child plan for his 12 year old son. Which plan will you suggest ?
SWAG long term
SWAG regular wealth
SWAG Early income
SWAG wealth for milestone
2.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
Seema, a 32 year old lady is looking for term plan for approx 2 cr. Which plan will you suggest.
SSPP base plan
STEP
SSPP ROP
None of the above
3.
OPEN ENDED QUESTION
3 mins • 1 pt
Harsh, is a 54 year old business man. He has 1 cr life cover and 15 lakh FD. Which plan option will you suggest and why ?
Evaluate responses using AI:
OFF
4.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
What is the Max percentage of the accrued survival benefit value that can be accessed through the Loan facility?
80%
85%
90%
95%
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What are the options available to customer at the end of survival benefit period?
Receive all survival benefits & continue with death benefit for entire life
Receive ROP, avail loan and accumulate guaranteed benefits
Accumulate all guaranteed survival benefits
All the Above
6.
OPEN ENDED QUESTION
1 min • 1 pt
By when will you get active and with how much premium
Evaluate responses using AI:
OFF
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