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Tata AIA Life Insurance Wealth Pro

Non Participating Unit Linked Endowment Assurance Plan

 

UIN: 110L111V02

 

IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER. 
THE LINKED INSURANCE PRODUCTS DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDER WILL NOT BE ABLE TO SURRENDER/ WITHDRAW THE MONIES INVESTED IN LINKED INSURANCE PRODUCTS COMPLETELY OR PARTIALLY TILL THE END OF THE FIFTH YEAR.

 

Key Features

  • Pay premiums once or for a limited period and get Insurance protection throughout policy term
  • Regular Loyalty Additions are credited to the policy to boost your investments
  • Flexibility to choose from 11 Fund options for enhanced investment opportunities
  • Option to customize your plan with three additional unit deducting riders
  • Choice of Enhanced Systematic Money Allocation & Regular Transfer Investment Portfolio Strategy
  • Top-up facility to further augment your portfolio, except during last five years of the policy term
  • Flexibility of Partial Withdrawals after five years policy anniversaries from the date of issuance of your policy, provided the policy is in force, to meet your financial needs
  • Settlement option is provided on Maturity thus enabling you to receive the maturity amount either in lump sum or in installments over a period of time
  • Tax benefits u/s 80C and 10 (10D) of the Income Tax Act, 1961

 

Disclaimers

  • This product is underwritten by Tata AIA Life Insurance Company Limited.
  • For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.
  • Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. 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 benefit available to you.
  • Past performance is not indicative of future performance.
  • Insurance cover is available under this product.
  • Participation by customers shall be on voluntary basis.
  • This plan is not a guaranteed Issuance plan and it will be subject to Company¿s underwriting and acceptance
  • This product will be offered only to Standard lives.
  • Investments are subject to market risks.
  • Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. Please know the associated risks and the applicable charges, from your Insurance agent or the Intermediary or policy document issued by the insurance company.
  • The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns. The underlying Fund's NAV will be affected by interest rates and the performance of the underlying stocks
  • The performance of the managed portfolios and funds is not guaranteed and the value may increase or decrease in accordance with the future experience of the managed portfolios and funds.
  • During Settlement Period, the inherent investment risk will be borne by the Policyholder.
  • 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 the total premiums paid.
  • Riders are not mandatory and are available for a nominal extra cost. For more details on benefits, premiums and exclusions under the Rider(s), please contact Tata AIA Life's Insurance Advisor/Intermediary/ Branch.
  • The Premium paid in the Unit Linked Life Insurance Policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the Insured is responsible for his/her decisions.
  • Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Life Insurance Wealth Pro is only the name of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.
 
Unique Reference Number: L&C/Advt/2017/Sep/336
 
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 (local charges apply) or write to us at customercare@tataaia.com. Visit us at: www.tataaia.com or SMS 'LIFE' to 58888.
 
Tata AIA Life Insurance Company Ltd. (IRDA of India Regn. No. 110), CIN No. U66010MH2000PLC128403 Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai - 400013

 

BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS / FRAUDULENT OFFERS

IRDAI clarifies to public that:

  • IRDAI or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.
  • IRDAI does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number