With the Tata AIA Fortune Guarantee, you can enjoy guaranteed* returns as well as tax savings. In addition, the life insurance coverage provided by this policy will safeguard your family while you plan your own and their future.

Note – I do not recommend such products. I focus on pure term insurance.

Key features of TATA AIA Fortune Guarantee Supreme

1.Guaranteed lump sum benefit

This savings plan provides a guaranteed* lump sum benefit to help you meet your life goals, such as purchasing a home, securing your child’s education, or purchasing a car.

2.Life Insurance Coverage

This savings plan provides a guaranteed* lump sum benefit to help you meet your life goals, such as purchasing a home, securing your child’s education, or purchasing a car.

3. Pay Premium according to your Convenience

Choose a policy term and premium payment term based on your preferences to save steadily and provide your family with continuous life insurance coverage.

4.Tax Benefits when you invest in TATA AIA Fortune Guarantee Supreme

When you purchase this policy, you can receive Income Tax benefits in accordance with applicable income tax laws.

5.Riders along with Fortune Guarantee Supreme

Choose from the available rider benefits to enhance your savings insurance policy’s coverage against specific risks and the unexpected.

The following riders can be bought

1.TATA AIA Accidental Benefit.

2.TATA AIA Permanent Disability benefit.

3.TATA AIA Critical Illness Benefit.

6.Discount to encourage women to invest

Women policyholders and female life insureds are eligible for lower insurance premium rates.

Call or Message me to learn more.

Venkatraman C

Founder, VenkatFin

Call or WhatsApp me: (91) 9384716268

The post TATA AIA Fortune Guarantee Supreme appeared first on VenkatFin.

This is Venkat. I have been doing financial consulting for professionals and entrepreneurs across India. I created VenkatFin as a tribute to my father to spread awareness about various issues in insurance domain for better financial planning.

Call or WhatsApp Venkat : (91) 9384716268

(A very small consulting fee applies. This is because I request my clients to take enough time to take final decision and we might have to discuss about multiple products available. I also have a No Spam Policy.)

If you already have a term plan, consider – TATA AIA Fortune Guarantee Plus

Watch Case Study Video in English

Watch Case Study Video in Tamil

Term Insurance is virtually created asset for your nominee

There’s a positive way to perceive “Term Insurance”. When you buy one for 85 years or 90 years of age, it’s hard for one to cross that age. So, let’s say you take a term insurance for 3 crores. Along with other assets you have earned for your family, you are also gifting the 3 crores as a gift for your parents, spouse or children. There’s more to it.

I can guide you with an excellent product which you should consider even if you already have a term insurance policy.

Guaranteed Income for 30 Years

The moment you paid your first premium for a 1 crore or 3 crore sum assured term insurance, you have immidiately created a 1 or 3 crore virtually for your nominee. But you can also enjoy a part of it during your lifetime.

Here’s how it works!

You choose to take a term insurance for 3 crores till age 85. From age 55 to 85, you will receive, guaranteed annual income of Rs.5,80,000/-

Guaranteed income for 30 years which is completely tax free under section 10 (10d) of Income Tax Act, 1961.

Sum Assured – 3 Crores

Age – 55 to Age 85

Yearly Rs.5 Lakh 80 Thousand

This is guaranteed amount which is deducted from the virtually created sum assured. So, you are benefitting from the term insurance you have invested.

This is one of the best early retirement solution I have suggested to hundreds of my clients.

Irrespective of investing in high growth products like stocks and mutual funds, there are several people who still never realized the value of a pure term insurance.

I am an associate with reputed life insurance company but I try to be unbiased and try to help my clients choose the right product within their budget.

No Spam Policy

I also have a no spam policy and hence you don’t have to worry about repeated calls just because you do consulting with me.

Do you need a term insurance?

Yes and No. As long as you believe that you have huge investments and assets that will take care of your parents, spouse or children in your absence, you do not need a term insurance. Else, term insurance is one of the most important element in your financial planning.

The best part is, when you take term insurance for over 85 years, you are virtually creating an asset for your nominee. I like suggesting a product which also offers a yearly income for over 30 years from the virtually created sum assured.

Call or Message me to learn more.

Venkatraman C

Founder, VenkatFin

Call or WhatsApp me: (91) 9384716268

The post Consult me for a Term Insurance with tax free monthly income for 30 Years appeared first on VenkatFin.

Not all of my clients wants to invest in Mutual Funds for their early retirement which is why I created ChandraPension to offer a mix of guaranteed income and mutual fund invertments to create a corpus.

Message or Call Venkat for genuine financial consulting – (91) – 9384716268

venkat@saigle.com

I have choosen to spread a word about TATA AIA Fortune Guarantee Plus especially because it offers guaranteed benefits along with an insurance component.

Video – TATA AIA Fortune Guarantee Plus in English

Benefits of TATA AIA Saving’s Plan for your future

1.The returns are guaranteed.

2.This is a long term investment plan and your premium is not invested in Stock Market. Hence, your money is safe.

3.There’s an insurance coverage associated with this plan. So, professionals, NRIs and Business people who are looking for an add-on to their term-insurance plan, can choose to invest in TATA AIA Fortune Guarantee Plus.

Who should invest in TATA AIA Life Insurance Fortunue Guarantee Plus?

1.Professionals in Corporate India.

2.Government employees looking for pension.

3.Defence – Army, Air Force and Navy Professioanls.

4.NRIs looking for a secured savings for future.

5.Healthcare professionals including Doctors.

6.Anyone working in Private Sector.

About TATA AIA Life Insurance Fortune Guarantee Plus

Individual, Non-Linked, Non-Participating, Life Insurance Savings Plan

Key Features

1.Flexibility to choose Plan Option

2.Regular Income or Regular Income with an inbuilt Critical Illness benefit.

3.Flexibility to choose Income Period from 20 to 45 years.

4.Get return of premium at the end of Income Period.

5.Choice to receive Income – Monthly/Annually.

6.Option of Joint Life under Single Premium payment option.

7.Choice of Premium Payment Term.

8.Enhance your protection with optional Riders.

9.Tax benefits as per applicable Tax Laws.

Summary

Time moves forward, and so do our financial needs. Our needs and those of our families change steadily as we progress through different life phases. Along with this, we also bear the weight of any upcoming uncertainty. We make every effort to provide for the requirements of our family and to protect their financial security from the uncertainties of life. The easiest approach to prevent a financial problem for our family in the event of an unexpected incident is with life insurance, which may also help your money grow so you can realise your dreams.

The plan helps you prepare for your future needs and protects your loved ones by providing financial security for your family and Guaranteed Regular Income that covers tomorrow’s necessities.

Venkatraman

The post TATA AIA Fortune Guarantee Plus appeared first on VenkatFin.