Tata AIA Life Insurance Wealth Pro (UIN: 110L111V03)

Unit Linked, Individual Life Insurance Savings Plan 

Life insurance investment plans are essential to multiplying your investments, and growing your wealth. By allowing you to invest in your choice of funds consistently and in a disciplined manner, these plans make it possible for you to tap into the power of market-linked returns, so your investments can multiply enough to help you meet all your major life goals. 

The Wealth Pro plan from Tata AIA Life Insurance is just what you need, if you are looking for an opportunity to give your investments the chance to enjoy market-driven growth. With different funds available for you to select from, this plan gives you the dual advantage of investment growth, and an insurance cover

Key
Benefits

Investment

Growth of investment with market linked returns

Loyalty additions

Regular loyalty additions to your fund

Investment choices

Flexibility to invest in a variety of funds to suit your investment needs

Tax benefit

Tax benefits as per applicable tax laws

Highlights of Tata AIA Life Insurance Wealth Pro

Choose to pay your premium as a one-time lump sum amount, or periodically for a limited period
The plan offers you lifelong protection up to the age of 75
You can select any or all of the 11 fund options offered under this plan
You have the choice of systematic investment through the portfolio strategy – Enhanced SMART
As market conditions change, you can switch between the funds to keep your wealth creation goals on track
You can avail tax benefits as per applicable tax laws

Add life insurance investment riders

Tata AIA Life Insurance Waiver of Premium (Linked) Rider (UIN: 110A026V02)

With this rider, all future premiums are waived off in case of total and permanent disability of the policyholder
This benefit is valid if the disability occurs before the policyholder attains 65 years of age or before the end of the premium payment term, whichever happens earlier

Tata AIA Life Insurance Waiver of Premium Plus (Linked) Rider (UIN: 110A025V02)

In case of death, or total and permanent disability of the policyholder, this rider allows all future premiums to be waived off
This benefit is valid if the death or disability occurs before the policyholder attains 70 years of age or before the end of the premium payment term, whichever happens earlier

Tata AIA Life Insurance Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider (UIN: 110A027V02)

This rider protects your family by paying them a lump sum amount in case of an accidental death
The benefits are doubled in case of certain accidental deaths or dismemberments (details in the brochure)
If there is any severe dismemberment due to an accident, this rider ensures that your family receives a percentage of the rider sum assured (as mentioned in the brochure)
Check eligibility Documents required

Age

Maximum age at issue: 18 years Maximum age at issue: 70 years for Regular Pay 70 years for Limited Pay 5 65 years for Limited Pay 10/12 50 years for Pay till age 60

Premium payment

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Sum assured

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PAN card
Aadhaar card
Bank statement (for the previous 6 months)
Salary slip
Income tax receipt
150
families secured in last 60 days
50
people viewing this plan right now
People frequently asked us about…
How long does the cover offered by the Wealth Pro plan last?

The cover offered by the Tata AIA Life Insurance Wealth Pro plan is valid till you attain 75 years of age.

What is the premium payment frequency for this life insurance investment plan?

You can choose from the following premium payment frequencies

  • Single payment
  • Annual 
  • Half-yearly
  • Quarterly
  • Monthly 
How can I raise a claim under this life insurance investment policy?

You can choose any of the following channels to reach out to us and raise a claim.

The Claims Department,
Tata AIA Life Insurance Company Limited
B- wing, 9th Floor,
I-Think Techno Campus,
Behind TCS, Pokhran Road No.2,
Close to Eastern Express Highway,
Thane(West) ֠400 607.
IRDA Regn No. 110

What documents would I require to buy an insurance policy?

To buy an insurance policy, you need to submit the following mandatory documents.

Proof of address:

The following documents are accepted as valid proof of your address.

  • Bank Statement (or passbook) with the latest entries for six months 
  • Aadhaar card
  • Passport
  • Voter's ID
  • Driver's License
  • Electricity/telephone bill
  • Ration Card

Proof of identity:

Some of the documents that are accepted as valid proof of your identity include:

  • PAN card
  • Aadhaar Card
  • Passport
  • Driver's license
Documents showing proof of income:
 
These documents, which are required only for a few plans, include:
  • Salary slips of the previous 3 months
  • Income tax returns/Employer certificate
  • Bank statement of the previous 6 months
  • Latest Form 16
What are riders? Which rider can I purchase with the Wealth Pro plan?

Riders are additional provisions that you can add on to your basic insurance policy, in order to enhance the protection and the benefits you receive.

With the Tata AIA Life Insurance Wealth Pro plan, you can purchase the following riders if you choose the limited premium payment option.

  • Tata AIA Life Insurance Waiver of Premium (Linked) Rider (UIN: 110A026V02)
  •  Tata AIA Life Insurance Waiver of Premium Plus (Linked) Rider (UIN: 110A025V02)
  • Tata AIA Life Insurance Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider (UIN: 110A027V02)
If you opt for the single premium payment option, you can choose to add the Tata AIA Life Insurance Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider to your base plan.

Need more information?
Let us help you

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