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Fortune Guarantee Plus vs Retire Smart

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Fortune Guarantee Plus vs Retire Smart

Fortune Guarantee Plus

Tata AIA Fortune Guarantee Plus by Tata AIA Life Insurance is an individual non-linked life insurance savings plan. It is designed to provide the dual benefits of financial security and guaranteed returns. This plan offers flexible premium payment options and a range of policy terms starting from 5 ...

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

Fortune Guarantee Plus


Retire Smart

Premium Including GST
Key Features
(Key features of the plan)
  • Guaranteed annual income
  • Joint life option
  • 2% online discount for women
  • Protection After Retirement For Better Tomorrow
  • The Plan Offers Guaranteed Additions Available
  • Get The Tax Benefit On Premium Paid
Plan Uniqueness
  • Guaranteed annual income
  • Joint life option
  • 2% online discount for women
  • Guaranteed Benefits
  • Terminal Benefits
  • Advantage Option
Plan Maturity age 77 years Maximum Maturity Age - 80 years
Premium payment term 1 to 12 years 5/8/10/15 years
Plan Entry Age Minimum Age - 1 year Maximum Age - 60 years Minimum Age - 30 years Maximum Age - 70 years
Sum assured No limit Rs 1 lakh to No limit
Premium payment frequency Annual, half-yearly, quarterly & monthly Annual, half-yearly, quarterly & monthly
Plan Sample Premium - -
Plan Brochure Brochure URL Brochure URL
Policy tenure Minimum- 5 years, Maximum- 17 years 10, 15, 30 years
Claim Settlement Ratio (2024-25) Minimum Age - 0 year Minimum Age- 30 year
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SBI Life Retire Smart Pension Plan

SBI Life Retire Smart Pension Plan

Know More About Plans

Tata AIA Fortune Guarantee Plus by Tata AIA Life Insurance is an individual non-linked life insurance savings plan. It is designed to provide the dual benefits of financial security and guaranteed returns. This plan offers flexible premium payment options and a range of policy terms starting from 5 to 17 years, giving the option to customize the plan to fulfill your unique needs. 

Tata Fortune Guarantee Plus offers two different plan options,  giving the flexibility to choose between regular income or regular income with built-in critical illness benefits. In short, Tata AIA Fortune Guarantee Plus is ideal for individuals looking to secure their family's future while enjoying the peace of mind that comes with guaranteed returns.

Tata AIA Fortune Guarantee Plus Plan offers you a range of benefits including:

why-choose
  • Flexibility to choose an income period
  • Get a return of premium at the end of the income period
  •  Choice to receive income – monthly or yearly
  • Cash bonuses
  • Option of joint life cover

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