Tata AIA Life Insurance Fortune Guarantee Pension

Overview

Non-Linked, Non-Participating, Individual Life Insurance Savings Plan

Every individual has their own aspirations in life. Buying that dream home, providing your children the education they deserve or taking your family for a dream vacation. To achieve these aspirations during your lifetime, you need a plan that will deliver without fail.

Presenting, Tata AIA Fortune Guarantee Supreme, a life insurance savings plan that allows you to convert these aspirations into reality by providing guaranteed* returns and life cover throughout policy tenure. Based on the nature and time horizon of your aspirations, you have the freedom to take your benefiĀ­ts either as regular income or as a lump sum.

*T & C apply.

Feature of TATA AIA Life Insurance Fortune Guarantee Supreme

  • Flexibility to choose guaranteed* beneĀ­fits in the form of lump sum and/or income to meet your fiĀ­nancial goals
  • Grow your income by choosing sub wallet~ feature & withdraw as and when required
  • Women Special discount - 2% on First Yearā€™s Premium specially for women customers
  • ā€œPremium Offsetā€ feature to offset your premium against survival benefiĀ­t payouts
  • Enjoy tax benefiĀ­ts on premiums and beneĀ­fits, as per applicable Tax Laws#

Disclaimer

Ā 
  • Tata AIA Fortune Guarantee Supreme - Individual, Non-Linked, Non-participating, Life Insurance Savings Plan (UIN110N163V07)

  • *Guaranteed returns in this plan depends on Age at Entry of life assured, Premium payment term, policy term, premium amount and plan option chosen.

  • ~The current loyalty addition rate on the Sub-wallet will be 4.05% compounding annually. This rate will be reviewed every six months (on 1st April & 1st October every year).

  • Tata AIA Vitality Protect - A Non-Linked, Non- Participating Individual Health rider (UIN:110B046V02), Tata AIA Vitality Health, A Non-Linked, Non- Participating Individual Health rider (UIN:110B045V03 or any other later version), Tata AIA Non-Linked Comprehensive Protection Rider (UIN:110B033V03 or any other later version) - A Non-Linked, Non- Participating Individual Health Rider are available under this plan

  • #Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you.

  • Vitality is a trademark licensed to Tata AIA Life by Amplify Health Assets PTE. Limited, a joint venture between Vitality Group International, INC. and AIA Company Limited. The assessment under the wellness program (Tata AIA Vitality) shall not be considered as a medical advice or a substitute to a consultation/treatment by a professional medical practitioner.

  • On enrolling into the wellness Program, you get an upfront discount of 5% on first year premium for Accidental Death, Accidental Total & Permanent Disability, Accidental Disability Care Benefits and of 10% on first year premiums of the other benefit options. The rewards are offered on cumulative basis and in any year, the maximum rewards in view of both the upfront rewards and annual rewards _ex together shall be 15% for Accidental Disability Care and 30% for all other benefit options. Discount is driven by accumulated points which is achieved through wellness status. Please refer policy document for more details.

  • This product is underwritten by Tata AIA Life Insurance Company Ltd.

  • Insurance cover is available under this product.

  • This plan is not a guaranteed issuance plan, and it will be subject to Companyā€™s underwriting and acceptance.

  • The product brochure should be read along with Benefit Illustration.

  • Risk cover commences along with policy commencement for all lives, including minor lives.

  • Buying a Life Insurance Policy is a long-term commitment. An early termination of the Policy usually involves high costs, and the Surrender Value payable may be less than the all the Premiums Paid.

  • In case of non-standard lives and on submission of non-standard age proof, extra premiums will be charged as per our underwriting guidelines.

  • For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.

  • All Premiums and interest payable under the policy are exclusive ofā€Æapplicableā€Ætaxes, duties, surcharge, cesses, or levies which will be entirely borne/ paid by the Policyholder, in addition to the payment of such Premium or interest. Tata AIA Life shall have the right to claim, deduct, adjust, and recover the amount of any applicable tax or imposition, levied by any statutory or administrative body, from the benefits payable under the Policy.

INDUSIND Bank Limited (CA0001) is the Corporate Agent of Tata AIA Life Insurance Company Limited and does not underwrite the risk or act as an insurer. INDUSIND Bank Limited, 2401, Gen Thimmayya Rd. (Cantonment), Pune-411001. Participation by the Bank's clients in the Insurance products is purely on a voluntary basis. The contract of Insurance is between Tata AIA Life and the Insured and not between the Bank and the Insured.

Tata AIA Life Insurance Company Limited (IRDAI Regn. No.110 ā€¢ CIN: U66010MH2000PLC128403). Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai - 400013. Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Ltd under a license. For any information including cancellation, claims and complaints, please contact our Insurance Advisor/ Intermediary or visit Tata AIA Lifeā€™s nearest branch office or call 1-860-266-9966 (local charges apply) or write to us atā€Æcustomercare@tataaia.com. Visit us at:ā€Æwww.tataaia.com. (UIN: 110N163V07)Ā 

L&C/Advt/2024/May/1415

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