Bharti AXA Life Secure Income Plan

(UIN:130N056V05)
(ADVT NO:II-Jul-2022-4098)

Pay limited Premiums with this saving plan depending on the term you choose. At the end of your chosen term, you start receiving 8% p.a. of the Sum Assured as guaranteed Monthly income*. On Maturity you will receive the Sum Assured plus guaranteed additions as benefits.

*Life Insurance coverage is available under this product.

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4 Reasons to Buy

Limited pay guaranteed income plan. You start receiving guaranteed tax-free income after the completion of the Premium payment term, until Maturity, provided the policy is in force and all due Premiums have been paid.
Guaranteed additions of up to 10% (depending on plan term chosen) regularly added during the plan term. A fixed guaranteed addition, declared as a percentage of the Sum Assured will get added to your policy each year after the completion of Premium payment term, until Maturity of the policy. These guaranteed additions get paid out either on death or at Maturity. 7% of Sum Assured for a Premium payment of 5 years, 8.5% of Sum Assured for a Premium payment of 7 years and 10% of Sum Assured for a Premium payment of 10 years.
Guaranteed benefit at Maturity. You get Sum Assured plus Guaranteed Additions.
Enjoy Tax benefits on the Premiums paid and pay-out benefits received. The Tax benefits fall under Section 80C and Section 10 (10D) respectively, of the Income Tax Act, 1961. They are subject to change as per change in tax laws from time to time.

Bharti AXA Life Guaranteed Wealth Pro

Invest Rs. 5,000^#/Month for 10 years | Get Rs. 14,39,732^{^}

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Plan Details

How it works?

Let’s take a look at this case study

30 year old Gaurav chooses our Bharti AXA Life Secure Income Plan with a policy term of 20 years as he wishes to receive a guaranteed monthly income along with a guaranteed amount at maturity. He pays an annual premium of ₹ 50,000 for 10 years for a Sum Assured of ₹ 3,11,061.

Starts paying an annual premium of ₹ 50,000

1^ST POLICY YEAR
Finishes paying an annual premium

10^TH POLICY YEAR
He starts to receive an annual income of ₹ 24,885

11^TH POLICY YEAR
He continues to receive an annual income of ₹ 24,885 till the 20th year

20^TH POLICY YEAR
He receives a guaranteed maturity amount of ₹ 6,22,122

END OF
20^TH POLICY YEAR

Sad Demise

In case Gaurav’s demise, his family will receive a total death benefit of ₹ 6,50,000

Parameter	Eligibility Criteria
Minimum age at entry	3 years for 15 years Policy Term 1 year for 17 years Policy Term 0 year for 20 years Policy Term
Maximum age at entry	65 years for 15 years Policy Term 63 years for 17 years Policy Term 60 years for 20 years Policy Term
Maximum Maturity Age	80 years
Minimum Premium Excluding service tax and cess	For 15 years Policy Term ₹ 30,000 for Annual Mode ₹ 15,600 for Semi-Annual Mode ₹ 8,100 for Quarterly Mode ₹ 2,700 for Monthly Mode For 17 years Policy Term ₹ 24,000 for Annual Mode ₹ 12,480 for Semi-Annual Mode ₹ 6,480 for Quarterly Mode ₹ 2,160 for Monthly Mode For 20 years Policy Term ₹ 20,000 for Annual Mode ₹ 6,240 for Semi-Annual Mode ₹ 3,240 for Quarterly Mode ₹ 1,080 for Monthly Mode
Policy Term	15, 17 and 20 years
Premium Payment Term	5, 7 and 10 years for 15, 17 and 20 years Policy Term respectively
Premium Payment Modes	Annual, Semi annual, Quarterly* & Monthly*

*Through ECS only

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Policy Bond

^#For 30 Year Old Male, Endowment Plan Option, online purchase of policy excluding underwriting extra premium & GST. ^{^}As lumpsum payout at the end of 20th year.