Tata AIG Life InvestAssure Apex Pension Plans

Call Our Expert Now +919884017759

	Tata AIG Life InvestAssure Apex Pension Plans
	With increasing standards of living, better technology and access to advanced healthcare services, the good news is, your life expectancy is higher than before! But, keeping up with the times comes at a cost. Are you financially preparing yourself to meet all obligations and safeguard your standard of living well beyond your earning years? Apart from regular savings to meet your daily needs, what are you doing to ensure adequate planning for your life post-retirement? What you need, is a plan that allows your retirement savings to take advantage of high returns in a positive market scenario while safe-guarding your investment during any downturn. Tata AIG Life Apex Pension/Apex Pension 10/Apex Pension 15/Apex Pension 20 - Unit Linked Pension plans do the same for you. They provide a platform ensuring the upside potential of the equity markets while safeguarding the investors interest by offering a highest NAV guarantee on maturity. In addition to this, the product offers a Return on Premium Guarantee on Death and Vesting. These products are available for a limited period only. IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER. Key features
	Pure pension plans Unique feature of Guaranteed Maturity Unit Price (GMUP) # benefit applicable to the respective Apex Pension Return Lock-in Funds Premium payment option of – single, 3, 5 & 10 years Policy benefits for 10, 15 & 20 years Call Our Expert Now +919884017759 Key Benefits Death benefit: Fund Value at the applicable Unit Price or Return of all Premium paid, whichever is higher will be paid to the nominee in case of an unfortunate event of death of the policyholder Vesting benefit: On survival to the end of the policy term (till the Vesting Date), we will pay you the higher of: the Fund Value of the respective policy (Apex Pension, Apex Pension 10, Apex Pension 15 or Apex Pension 20) at the applicable Unit Price, OR the Guaranteed Maturity Unit Price multiplied by the number of Units of the respective Return Lock-in Fund as on the Vesting Date OR Sum of all premiums paid, provided that all due premiums have been paid. Eligibility Criteria Apex Pension Apex Pension 10 Apex Pension 15 Apex Pension 20 Minimum Issue age 30 30 25 20 Maximum Issue age 60 65 60 55 Maximum Vesting age 70 75 75 75 Minimum Annualized Premium (in Rs.) 48,000 48,000 48,000 48,000 Min/max Policy Term 10 10 15 20 Premium Payment Term 1 3 5 10 Premium Payment Mode Single Annual. Semi-Annual, Quarterly, Monthly Annual. Semi-Annual, Quarterly, Monthly Annual. Semi-Annual, Quarterly, Monthly Tax Benefit:Call Our Expert Now +919884017759 You will be eligible for tax benefits under section 80CCC and 10(10A) of the Income Tax Act 1961, which is subject to amendments made from time to time. Please consult your tax advisor for further details. #GMUP: Guaranteed Maturity Unit Price means the highest Unit Price of the Apex Pension Return Lock-in Fund recorded on the one hundred (100) Reset Dates (as defined below) - for 10 year term, (150) reset dates - for 15 year term, (200) reset dates - for 20 year term. The Unit Price is Rs. 10 on the first Reset Date.