Bharti Axa Life Monthly Advantage
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Retire Smart

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Bharti Axa Life Monthly Advantage vs Retire Smart

Bharti Axa Life Monthly Advantage

Get Income for Tomorrow with Bharti AXA Monthly Advantage Plan – secure savings, guaranteed returns, and financial security. Bharti AXA Life Monthly Advantage is a non-participating life insurance savings plan. It offers a choice of three premium payment term options and guarantees monthly pay...

Retire Smart

SBI Life Retire Smart Plan is a unit-linked non-participating pension plan that guarantees 101% of all premiums paid by the policyholder on maturity and also protects your funds from market volatility. Along with the life insurance cover, multiple fund options such as equity Pension Fund, Bond Pensi...

PLAN DETAILS

Bharti Axa Life Monthly Advantage


Retire Smart

Premium Including GST
Key Features
(Key features of the plan)
  • Guaranteed Monthly Income
  • Earn Yearly Cash Bonuses
  • Extra Protection with Riders
  • Protection After Retirement For Better Tomorrow
  • The Plan Offers Guaranteed Additions Available
  • Get The Tax Benefit On Premium Paid
Plan Uniqueness
  • Get three premium payment options
  • Accidental death benefit
  • Accidental total permanent disability coverage
  • Guaranteed Benefits
  • Terminal Benefits
  • Advantage Option
Plan Maturity age 77, 81, 84 years Maximum Maturity Age - 80 years
Premium payment term 6, 8, 12 years 5/8/10/15 years
Plan Entry Age Min- 91 days, Max- 65 years Minimum Age - 30 years Maximum Age - 70 years
Sum assured 50000 for all policy terms Rs 1 lakh to No limit
Premium payment frequency Quaterly, Half yearly, Annualy Annual, half-yearly, quarterly & monthly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure 12, 16, 24 years 10, 15, 30 years
Claim Settlement Ratio (2023-24) Minimum Age - 0 year Minimum Age- 30 year

Know More About Plans

Overview

Get Income for Tomorrow with Bharti AXA Monthly Advantage Plan – secure savings, guaranteed returns, and financial security.

Bharti AXA Life Monthly Advantage is a non-participating life insurance savings plan. It offers a choice of three premium payment term options and guarantees monthly payouts from the end of the PPT until your policy matures. In the event of an unfortunate event that might lead to total disability or death, your family starts receiving the monthly income, which continues for the period chosen by you. 

With  Bharti AXA Monthly Advantage, you can build your wealth with yearly non-guaranteed cash bonuses starting from the end of 1st policy year and get paid out on Maturity, Death, or Accidental Total Permanent Disability. The plan also offers enhanced protection during the policy term along with in-built accidental cover.

 

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Bijender Singh

Reviewed By: Bijender Singh

With 9 years of progressive experience in the insurance industry, including 7 years at Policy X, I have honed my expertise in Life and Health Insurance. My strengths lie in devising customer-centric solutions, streamlining insurance processes, and delivering exceptional service. I have successfully led high-performing teams, excelling in business planning, manpower management, and strategic decision-making.