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    TATA AIA Life Insurance Co. Ltd will send you updates on your policy, new products & services, insurance solutions or related information. Select here to opt-in.

     

    Tata AIA Fortune Guarantee Retirement Ready


    Individual Non-Linked, Non-Participating, Pension Plan (UIN: 110N175V02)
     

    Make the most of Tata Employee Discount^


    The plan offers a flexible and customizable approach to meet the unique aspirations and financial circumstances of individuals. Keeping in mind that retirement planning is a personal journey, the plan ensures your golden years are financially-secure, comfortable and aligned with life goals.


    Key benefits of Tata AIA Fortune Guarantee Retirement Ready

    • 3 Plan Options

      Choose among the My Pension, Partner Pension & Partner Pension Plus plan based on your financial requirements.

    • Pension Benefit with Life Coverage

      You can save funds for a regular income while securing your family’s financial future

    • Get Guaranteed* Additions

      Get an extra amount of 6% of the Sum Assured, which is added every year if your policy is active, and premiums are paid.

    • Flexible Premium Payment Term

      Choose between the Single, Limited, and Regular Premium Payment Term Options. 

    • Smart Lady Discount

      Women policyholders will receive a 2% discount on their first-year premium. For Joint Life policies, if both lives covered are females, they will also get a 2% discount on the first-year premium.

    • Super 35 Discount~

      A discount of up to 2% on the first-year premium will be offered to the policyholders whose age at entry is less than 35 years

    • Income Tax Benefits#

      as per the applicable income tax laws.

    4T&C apply

    Disclaimers

    • Tata AIA Fortune Guarantee Retirement Ready Plan - (UIN:110N175V02) - Individual Non-Linked, Non-participating, Pension Plan
    • ^Premium Discount for regular pay / limited pay policies, shall be 10% and for single pay policies, this shall be 2%. The Company may offer a premium discount to the customers on the policies sourced by the company satisfying any one of the two conditions mentioned below. Employees of the promoter group namely, the Tata and the AIA group, its Subsidiaries, fellow subsidiaries, Joint Ventures (which shall include Tata AIA Life Insurance Company Limited amongst others) and their Associates
    • ~Smart Lady - 2% on First Year’s Premium specially for women customers , Transgender discount - 2% on First Year’s Premium specially for transgender customers, Super 35 – Special discount of up to 2% on First Year’s Premium for customers who are less than 35 years of age.
    • #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.
    • 177,26,727 families protected till 31st December 2023.
    • 2Retail Sum Assured for FY2023 is Rs 4,43,479 Crores
    • 3As on 03rd April 2024, the company has a total Assets Under Management (AUM) of Rs.100,099.11 Crores
    • 4Applicable to only non-early claims more than 3 years of policy duration, non-investigation cases, up to Sum assured of 50 Lakh. Applicable for branch walk in. Time limit to submit claim to Tata AIA by 2 pm (working days). Subject to submission of complete documents. Not applicable to ULIP policies and open title claims. 
    • Insurance cover is available under this product.
    • This product is underwritten by Tata AIA Life Insurance Company Limited. This plan is not a guaranteed issuance plan and it will be subject to Company’s underwriting and acceptance.
    • 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 all the Premiums Paid.
    • In case of sub-standard lives, 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, Charges, and interest payable under the policy are exclusive of applicable taxes, duties, surcharge, cesses or levies which will be entirely borne/ paid by the Policyholder, in addition to the payment of such Premium, charges 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.
    • L&C/Misc/2024/Apr/0272
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