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Bajaj Investment Plans
Bajaj Flexi Income Goal is a non-linked, participating, guaranteed inc ...Read More
A quick read on what this Bajaj Investment Plans term plan covers and why it might be a fit for you.
Bajaj Flexi Income Goal is a non-linked, participating, guaranteed income Life insurance plan. It offers the dual benefit of insurance and savings. Rather than a normal savings plan, this plan provides a non-guaranteed cash bonus from the first policy year itself. With its flexible premium payment option of 5 to 20 years, this plan offers insurance coverage for up to 99 years of age.
Bajaj Flexi Income Goal offers you a range of benefits including:
A quick honest summary — the strengths and the trade-offs.
Eligibility criteria pulled straight from the policy wording.
Let's understand how the Bajaj Flexi Income Goal works with a simple premium illustration.
Mr. Verma is looking for an investment plan that helps him create a lump sum amount to fulfill his financial needs.
His financial advisor advised him to buy the Bajaj Flexi Income Goal. He then visited PolicyX.com
There are various benefits to buying the Bajaj Life Flexi Income Goal. Let’s understand each of them in detail:
Key features that make Bajaj Flexi Income Goal stand out.
Whole life coverage
Bajaj Life Flexi Income Goal Plan offers coverage up to 99 years of age.
Joint life coverage
This plan offers the option of joint life cover. You can cover your spouse under this plan by paying nominal premiums.
Cash bonus
This plan provides a cash bonus as part of the maturity benefits from the first policy month.
Free look period
You will have a free look period of thirty (30) days to cancel the policy if you are not satisfied with the policy.
Keep these documents handy when applying for Bajaj Flexi Income Goal.
Photo ID Proof
Photo ID Proof (any one of the following) - Passport, Aadhaar card, PAN card, Driving License.
Age Proof
Age Proof (any one of the following) - Passport, Aadhaar card, PAN card, Driving License.
Address Proof
Address Proof (any one of the following) - Utility Bill, Passport, Voter ID, Ration Card.
Medical Records
Medical records of the policyholder (if requested).
Income Proof
Income Proof (any one of the following) - Bank statement, last three months' salary slips (for salaried individuals).
You can buy the Bajaj Flexi Income Goal offline by visiting one of their nearest branch offices. One of their representatives will help you buy the plan.
Here are some exclusions of the Bajaj Flexi Income Goal:
Suicide within 12 months of the policy purchase is not covered.
Consumption of any intoxicants.
Death due to any aviation accident.
Death due to any adventurous sports.
Here are the key features of the Bajaj Flexi Income Goal.
| What’s Good Here | What’s Missing |
| Joint Life Cover | Premium Offset |
| Whole Life Cover | Premium Break |
| Special Premium Rates for Women | High Sum Assured Discounts |
| Cash Bonuses | Large Premium Boost Discounts |
Unlike a regular life insurance plan that provides fixed coverage throughout the policy term, the Bajaj Flexi Income Goal plan offers joint life coverage, protection for up to 99 years, survival payouts, and the option to enhance coverage with additional riders.
If you are still unsure whether this plan is the best fit for you, please contact us at PolicyX.com. One of our insurance experts will assist you in choosing the right insurance policy.
The 6 most-asked questions about Bajaj Flexi Income Goal, answered.
PolicyX content is researched in-house and reviewed by an IRDAI-certified insurance specialist before publication.
Select a company and plan for each side to see a detailed side-by-side comparison.
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