EIM FY25’ - PMS!

Jul onwards
Agency/Aarohan/Elite
Introducing the super-charged
PMS!
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EIM Club Program Qualification criteria EIM

Qualification criteria

Description EIM Senior EIM Ace EIM

WFYP (Rs Lakhs) 12 lakhs (12M Rolling) 36 lakhs (12M Rolling)

13+25M Persistency 88% 88%

Note:
▪ Due qualification will be 12M rolling basis
▪ After qualification Club qualifiers(Sr. EIM/Ace EIM) will continue to retain
their level for 12 months.

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 EIM Incentive Scheme EIM

1 Product Fee As Per Product

2 Production Bonus - Monthly

Pay-out % of monthly Product Fee

WFYP Slab (12M rolling)
Focus products All other Products
Less than 5 Lakhs 0% 0%
5.0 lakhs 90% 60%
7.5 lakhs 110% 75%
12 lakhs 135% 95%
15 lakhs 150% 105%
20 lakhs 160% 110%
25 lakhs 170% 120%
30 lakhs 180% 125%
40 lakhs 190% 135%
Incentive minima : : 85.5% of 13th Month Persistency
Note:
▪ Slab calculation on 12M rolling business and payout will be on monthly Product Fee.
▪ WFYP slab will be on overall sales and payout will be given on basis the focus product and other
product grid
3 Renewal Bonus Scheme 5% of WRP
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Focus Product EIM

Product category Focus Product

SWAG & SWIP 8 Pay & above PPT

Par
SAP Single Pay

Non Par savings 8 Pay & above PPT

SWAG Pension single pay

Annuity
GLIP 8 Pay & above PPT

SEWA Lite
TROP all variant
Protection
N TROP (Limited Pay)
STEP (N TROP ) Limited Pay

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Renewal Bonus Scheme for EIM/Sr. EIM/Ace EIM EIM

WRP Grid
S.No. Product Name % Weighatage
1 Max Life Smart Wealth Income Plan 80%
2 Max Life Monthly Income Advantage Plan 40%
3 Future Genius Education Plan 100%
4 Life Perfect Partner Super 100%
5 Max Life Smart Wealth - Lump Sum (Variant 1) 20%
6 Max Life Smart Wealth - Short Term Income (Variant 2) 20%
7 Max Life Smart Wealth - Long Term Income (Variant 2) 20%
8 Whole Life Super 150%
9 Saving Advantage Plan 150%
10 Guaranteed Income Plan 40%
11 Platinum Wealth Plan ( Regular & 5 Pay ) 20%
Pay-out 12 Flexi Wealth Plan 20%
Parameter
(% of WRP) 13 Fast Track Super (Regular & 5 Pay ) 20%
14 Shiksha Plus Super 20%
15 Forever Young Pension Plan 40%
Weighted Renewal 16 Cancer Insurance 100%
5%
Premium (WRP) 17 Term Plus Rider 100%
18 Accidental Death & Dismemberment Rider 100%
19 Critical Illness and Disability Rider 100%
20 Waiver of Premium Plus Rider 100%
21 Saral Jeevan Bima 5 Pay 100%
22 Smart Secure Plus( Non TROP) 100%
23 Smart Secure Plus( TROP) 100%
24 GLIP 40%
25 Saral Jeevan 100%
26 SEWA Elite 40%
27 SEWA Lite 40%
28 Smart Flexi 20%
29 Smart Secure 100%
30 Smar Term Plan 100%
31 STEP 100%
32 SWAG NP LTI 20%
33 SWAG Par 80% 5
34 SWAG NP 20%
 EIM
Minimum Performance Standards for EIM/Sr. EIM/Ace EIM

MPS Criteria

1 Lakh WFYP every 6 month

WFYP is defined as collected premium with specific product

weightage as defined by company from time to time.

Note
A) EIM/Sr. EIM/Ace EIM will be terminated in case he/she is not meeting
the MPS criteria
B) MPS is applicable from M6 onwards.
C) Frequency of MPS will be twice in a year i.e. on Sep and Mar

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Thank You!