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Fortune Guarantee Plus vs Sbi Smart Wealth Builder

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Fortune Guarantee Plus vs Sbi Smart Wealth Builder

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...

Sbi Smart Wealth Builder

SBI Life Smart Wealth Builder is an individual, unit-linked, and non-participating life insurance plan. It offers a dual benefit of insurance and investment. The plan provides a guaranteed bonus at different stages during the policy tenure. It is specifically designed for achieving life goals such a...

PLAN DETAILS

Fortune Guarantee Plus


Sbi Smart Wealth Builder

Premium Including GST
Key Features
(Key features of the plan)
  • Guaranteed annual income
  • Joint life option
  • 2% online discount for women
  • Guaranteed Bonus During Policy Term
  • Free Look Period of 15 Days
  • 1 Free Partial Withdrawal
Plan Uniqueness
  • Guaranteed annual income
  • Joint life option
  • 2% online discount for women
  • Death Benefits
  • Maturity Benefits
  • Guaranteed Additions
Plan Maturity age 77 years Maximum Maturity Age - 70 years
Premium payment term 1 to 12 years 5 to 30 years
Plan Entry Age Minimum Age: 1 year, Maximum Age: 60 years Minimum Age - 7 years Maximum Age - 55 years
Sum assured No limit 10 X Annualized Premium
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 5 to 30 years
Claim Settlement Ratio (2024-25) Minimum Age - 0 year Minimum Age- 14 year

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, allowing you to customize the plan to fulfill your unique needs.

Tata Fortune Guarantee Plus offers two different plan options, giving you 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:

  • 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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