A Non-Linked Non-Participating, Annuity Plan (UIN: 110N161V03)

Tata AIA Life Insurance

Fortune Guarantee
Pension Plan

Tata AIA Life Insurance

Fortune Guarantee
Pension Plan

Guaranteed$
Income Ka
Bharosa Jo De
Aapke Sapno
Ko Suraksha.

Guaranteed$
Income Ka
Bharosa Jo De
Aapke Sapno
Ko Suraksha.

#TATAAIAKABHAROSA
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     Risk-free Returns. Relaxed Retirement.

    Like everything else, you would also want your retirement period to be planned out properly. Since finances are one of the most important aspects of any life stage, you will need to opt for a suitable annuity pension plan that gives you complete peace of mind during your second innings!

    The Tata AIA Life Insurance Fortune Guarantee Pension helps you look after your post-retirement financial needs with a guaranteed$ regular income so that you can lead a life free from financial worries.

    Guaranteed$ Income to enjoy your golden years

    Ensures access to a regular source of income during your critical retirement years.

    Avail Tax Benefit#

    When you purchase a Pension plan you get Tax Benefits as per applicable tax laws.

    Wise investment for a relaxed retirement

    Invest Regularly and earn a high return on your invested amount, thereby build a significant retirement corpse.

    Provide Financial Security

    A Pension plan helps secure the future of your loved ones in case of any unfortunate event.

    Why Choose Tata AIA Life Insurance Fortune Guarantee Pension?

    Get Guaranteed$ Regular Income 

    Get Loan against policy

    Save Tax up to 46,800++
    as per applicable laws

    Enhance Your Protection with Optional Riders^^

    Plan Highlights
    • Multiple Annuity Options

      Choose from multiple annuity options to suit your needs

    • Choice of Higher Purchase Price

      Avail higher annuity amount by choosing Higher purchase price/premium.

    • Availability of Top-Up Premiums.

      Choose to increase your annuity amount by paying top-up premiums.

    • image
      Higher Purchase Price Benefit

      High purchase price benefit to encourage you to save more.

    Why Choose Tata AIA Life Insurance?

    67 Lakh +

    3Families protected so far

    98.53%

    2Claim Settlement Ratio for FY 2021-22

    4 Hours

    ***Express Claim

    AAA(Stable)1

    Rating by ICRA

    • Disclaimer

      • #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 implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benefits available to you

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

      • Product Option Immediate Life Annuity with Return of Purchase Price is available under PoS as well.

      • ^^Rider is not mandatory and is available for a nominal extra cost. For more details on benefits, premiums and exclusions under the Rider, please contact Tata AIA Life's Insurance Advisor/ branch.

      • *Guaranteed Additions accrue at the end of each completed policy month, subject to all due premiums being paid and form a part of the Death Benefit offered under the option.

      • $The word Guaranteed and Guarantee means the annuity payout is fixed at inception of the policy and will be payable for whole of life or till death of the Annuitant(s).

      • 2indiviual death claim ratio for FY 2021-22 as per annual financial statements.

      • 1Assigned the highest issuer rating of AAA by ICRA. Issuer Rating represents opinion on ability to pay policy-holder obligations and claims in a timely manner for an insurance company.

      • ***Claims beyond three years from the date of issuance of the policy or the date of commencement of risk or the date of revival of the policy or the date of the rider to the polic,whichever is later. Subject to all the relevant terms and conditions of the policy contract.

      • ++Tax benefits of up to ₹46,800 u/s 80C is calculated at highest tax slab rate of 31.20% (including cess excluding surcharge) on life insurance premium paid of ₹1,50,000. Tax benefits under the policy are subject to conditions laid under Section 80C, 80D,10(10D), 115BAC and other applicable provisions of the Income Tax Act,1961. Good and Service tax and Cess, if any will be charged extra as per prevailing rates. The Tax Free income is subject to conditions specified under section 10(10D) and other applicable provisions of the Income Tax Act,1961. Tax laws are subject to amendments made thereto from time to time. Please consult your tax advisor for details, before acting on above.

      • This product is underwritten by Tata AIA Life Insurance Company Ltd. The plan is not a guaranteed issuance plan and it will be subject to company’s underwriting and acceptance.

      • 367 Lakh+ as of 30th June 2022

      • L&C/Advt/2022/Jan/0021

    Tata AIA Life Insurance Company Ltd. (IRDA Regn. No. 110 ·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 Company Ltd under a license. For any information including cancellation, claims and complaints, please contact our Insurance Advisor/Intermediary or visit Tata AIA Life's nearest branch office or call 1-860-266-9966 or write to us at customercare@tataaia.com. Visit us at www.tataaia.com Tata AIA Life Insurance Sampoorna Raksha Supreme. A Non – Linked Non- participating Individual Life Insurance Plan. UIN: 110N160V02

     

     

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