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We are usually working concurrently for many life goals, sometimes in planned manner and many a times with not much planning.
Investment Plan To Create Wealth - Bajaj Allianz Life My Wealth Goal
We are usually working concurrently for many life goals, sometimes in planned manner and many a times with not much planning. From preparing a corpus for your Childs education to planning the dream holiday or building a retirement corpus, each life goal has a different approach, and many a times a single approach or an investment plan may not be sufficient. Each of these life goals have a differentiated term and hence the approach to meet them may differ too. Could a single life insurance policy help you deliver on this? And save you the trouble of managing multiple policies?
Bajaj Allianz Life My Wealth Goal, can. It is an insurance cum investment plan that combines the features of two Bajaj Allianz Life plans Bajaj Allianz Life Future Wealth Gain, a ULIP plan and Bajaj Allianz Lifelong Assure, a Non-Linked whole-life traditional plan A to ensure that you are able to build a healthy corpus and also receive a lifelong regular income. Thereby enabling you to not only have multiple life goals, but providing you a simpler more efficient way of achieving them.
Multiple portfolios strategies/fund option
Future Wealth Gain allows you to choose between selectable portfolios strategy and wheel of life portfolios strategy in keeping with your risk appetite and requirement. Under the former you can choose from eight different funds in proportion , depending on the outstanding years to maturity.
Combination of two policies
Combines the features of two very different kind of plan - future wealth gain, a ULIP plan to, take care of life goals which may be very different in nature.
Potential for higher returns
The ULIP plan invests a part of your premium in market linked funds chosen by you allowing you to benefit from potential of earning higher returns.
Lifelong Income
From the whole life traditional plan are eligible for cash bonus , if any from the end of the sixth year, till the age of 99 years. also you start receiving guaranteed cash back of 3% of the sum assured every year after the end of the premium term till the age of 99 years.
Lifelong Cover
The whole life traditional plan covers your life for 100 years by paying premium for a limited term.
ELIGIBILITY
Entry Age
Minimum age is 1 year
In the case of minor life, the risk cover will commence immediately on date of commencement of Policy, and Policy will vest on the life assured on the attainment of majority (i.e., age 18 years)
Maximum age is 60 years
Maturity Age
Minimum age at maturity 18 years
Maximum age at maturity 70 years
Minimum Policy Term
10 years
Maximum Policy Term
The Policy term will be as follows
Premium Payment Term
5 to 30 years
Minimum Premium (Modal Premium)
Maximum Premium
Premium Payment Frequency
Yearly, Half Yearly, Quarterly and Monthly
Minimum Sum Assured
Maximum Sum Assured
