Benefits of TATA AIA Life Insurance Fortune Pro - A Wealth Solution Plan
Investment
Growth of money investment with market linked returns
Loyalty additions
Regular loyalty additions options to your fund
Investment choices
Flexibility to invest in a variety of financial funds to suit your investment needs
Tax benefit
Tax benefits as per applicable tax laws
Highlights of Tata AIA Life Insurance Fortune Pro Plan
Choose to pay your premium as a one-time lump sum amount, or periodically for a limited period
The investment plan offers you coverage 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
Age at issue
| Minimum age at issue | 0 years and 30 days | |
| Maximum age at issue | 59 years |
Policy term
| Policy term | 15 to 40 years |
Premium payment term
| Available premium payment term options | Single pay Limited pay: 5/7 and 10 years Regular/limited pay: 15 and 20 years |
Premium payment mode
Premium payment frequency options |
Single Annual Semi-annual Quarterly Monthly |
Age at maturity
| Minimum age at maturity |
18 years |
| Maximum age at maturity |
75 years |
Sum assured
| Minimum basic sum assured | For single pay plans: 1.25 times the single premium For limited pay plans: Higher of 10 times the annualized premium or (0.5 x annualized premium x policy term) |
| Maximum basic sum assured | For single pay plans: 1.25 times the single premium For regular/limited pay plans:
|
How long does the cover offered by the Fortune Pro plan last?
The cover offered by the Tata AIA Life Insurance Fortune Pro plan is valid till you attain 75 years of age.
What is the premium payment frequency for this life insurance wealth plan?
You can choose from the following premium payment frequencies
How can I raise a claim under this life insurance wealth policy?
You can choose any of the following channels to reach out to us and raise a claim.
Email us at:customercare@tataaia.com
Call our helpline number 1860-266-9966 (local charges apply)
Walk into any of the TALIC branch offices
Write directly to us at:
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?
You will have to submit the following mandatory documents to buy an insurance policy
Proof of address:
The following documents are accepted as valid proof of your address.
Proof of identity:
Some of the documents that are accepted as valid proof of your identity include:
Documents showing proof of income:
These documents, which are required only for a few plans, include:
What are riders? Which rider can I purchase with the Fortune 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 Fortune Pro(UIN: 110L112V04) plan, you can purchase the following riders if you choose the limited premium payment option.
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
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