Tax Saving Investment Plan

Life is all about fulfilling our Life Goals, and planning and working towards them makes it meaningful. We always want assurance to achieve our Life Goals. This assurance can be achieved with a plan that provides life cover and guaranteed income that supports our financial needs

• Get regular guaranteed^* payouts for 25/ 30 years
• Return of Premiums^$ (ROP) at the end of Income Period
• Tax benefits^#: Receive benefits as per prevailing tax laws

Whether the goal is to achieve greater economic security and stability, or to increase purchasing power, the new normal is looking for ways to have multiple sources of income to fulfil one’s long term Goals.

• Security: All the benefits of the policy are guaranteed!^*
• Flexibility: Select the Income Period (25/30 years) for which you want to receive your regular guaranteed* Payouts
• Select: What date you or your loved ones want to receive the payouts
• Tax benefits^#: Receive benefits as per prevailing tax laws

Every parent wants his/her child to get the best upbringing and education. At the time of cut-throat competition, you want your child to not just excel in his/her studies but also acquire other skills for overall personality development.

• Flexibility to accumulate or receive Survival Benefits
• Option to receive Cash Bonus if any from first month^
• 150% of Sum Assured as Guaranteed** Benefit*
• Tax Benefits~

We all plan for our Life Goals which we want to achieve in 10 years, 7 years and some in 5 years. Most investment plans require a continued commitment over a long tenure but with Bajaj Allianz Life Guaranteed Savings Goal, our non-participating endowment plan, you just have to pay once to achieve your guaranteed Life Goals.

• Guaranteed^{^}Maturity benefit with Guaranteed^{^} Enhancer
• Single premium payment Term
• Sum Assured securing Life Goals
• Tax benefit u/s 80C & 10(10D) ^@

Every one of us has Life goals that we want to achieve in life. But some of the Life Goals are non-negotiable and we would like to achieve them with guarantee. Smart financial decisions, such as investing in guaranteed income plan, might help to turn these Life Goals into a reality.

• Get Guaranteed Increasing Income⁵
• Option to Extend Life Cover beyond Policy Term
• Tax Benefit u/s 80C & 10 (10D)^*
• Choice of 2 variants, Income benefit and Lump-sum benefit

Did you spot the beautiful watch that you wanted to purchase, but didn’t? Or check the advertisement of your dream holiday and didn’t end up booking it immediately. Perhaps the amazing sport shoes your child wanted but you had to postpone the purchase. All because the budget for the month was getting tighter than usual. Wouldn’t it be satisfying if you could buy those things that really meant a lot to you, instantly? By dipping into a kitty that you were building for exactly these times, the stream of second income. That is when a life insurance plan, which guarantees a monthly income comes handy.

• Guaranteed monthly income for 144 months
• Choice of 2 life cover variants: Income & Assure
• Limited premium payment term      
• Bonus to enhance your savings 

Life goals, whether big or small, require planning. Doing so for your key milestones is a good practice. However, sometimes certain moments that are aptly backed by your life insurance product can help you make big memories. For instance, surprising your child with the new trending device as they enter college, or ensuring your parents always celebrate their anniversary with you and your children, or perhaps presenting your spouse their dream gift when they least expected it. 

• Up to 150% of sum assured as money back^# 
• High sum assured rebate
• Multiple rider options
• Option to change premium payment frequency

^#based on premium term chosen

Your family's security and its future well-being is one of the most treasured dreams in your life. But when Security is backed up by a guarantee, your dream can transform into an achievable GOAL. Presenting Bajaj Allianz Life POS Goal Suraksha, an easy to buy, nonlinked non-participating limited premium payment endowment plan that secures you and your family against all odds with a guaranteed sum at maturity.

• Guaranteed maturity benefit
• Limited premium payment term
• Option to alter premium payment mode
• Offers Guaranteed Additions at maturity
• Option to take policy loan

Guarantees have a reassuring ring, especially when it comes along with an investment solution. Guarantees come into play to enable you maximise your returns, and hence an ideal investment portfolio should have some products that offer guaranteed returns.

Whether the goal is to achieve greater economic security and stability, or to increase purchasing power, the new normal is looking for ways to have multiple sources of income to fulfil their near future Goals.

• Security : All the benefits of the policy are guaranteed!*
• Benefit : Guaranteed* lumpsum benefit at maturity
• Tax benefits^#: Receive benefits as per prevailing tax laws

Lifespans are increasing. On the other hand, unexpected events such as the global pandemic and other natural disasters have proven that it is increasingly important for people to financially plan for their long-term future. Lifelong Income provides a dual benefit of income and Financial security.

• Get regular guaranteed* payouts till age of 99 years
• Return of Premiums (ROP) at the end of Income Period
• Life cover throughout the Policy Term
• Tax benefits^#: Receive benefits as per prevailing tax laws