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BHARTI AXA LIFE INSURANCE FUTURE SECURE PENSION

  • The product is best suited if:

    • You wish to have a single investment option, which not only takes care of your urgent financial requirement but also gives you a chance to save for your retirement.
    • You are opting for pension-cum-investment solution, which will give you flexibility and control.

    The features include:

    • Flexibility for wealth creation on retirement
      • Pay premium for 10 years only and enjoy the benefits till your retirement
      • Flexibility to invest through any of the investment options
      • An opportunity to invest in equity through the companies  Systematic Transfer Plan which helps you to average out the risks associated with the equity Market.
      • Flexibility in case of partial withdrawals
    • Future Secure Pension enhances your retirement cover by providing special additional benefits at the end of the 10th and 15th policy year
    • Tax benefits on the premium paid and the benefits received will be as per the prevailing tax laws.

    Benefits:

    Flexible pension plan with benefits till age 90, while you pay for 10 years only

    Special additions are added to your fund, in order to boost your fund

    Special additions of 3.5% on Average Policy Fund Value at the end of 10th and 15th policy year

    Policy Fund Value on maturity of your policy

    You have the option to invest across any of our 6 investment fund options, ranging from high end equity to short term debt to match all your requirements. Not only this, but under this plan you have the flexibility to invest through our specially designed Age-based Asset Allocation facility.

    You can avail of the tax benefits on the premiums paid under Section 80C of the Income Tax Act 1961 (up to Rs. 100,000).

    Published on August 9, 2010 · Filed under: Bharti AXA Life Insurance;
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