Life Assured Wealth Goal
vs
Kotak Fortune Maximiser Plan

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Life Assured Wealth Goal vs Kotak Fortune Maximiser Plan

Life Assured Wealth Goal

Bajaj Allianz's Assured Wealth Goal is a non-linked, non-participating life insurance savings plan. It offers the dual benefit of saving and insurance under the same policy. It consists of six different plan options to cater to the needs of every unique individual. With a starting entry age of 1 mon...

Kotak Fortune Maximiser Plan

Kotak Fortune Maximiser is a limited-pay participating endowment plan designed to be customized as per your different objectives. This investment plan offers a choice of 3 life cover options: Life Goal Maximiser, Bright Future Maximiser, or Golden Years Maximiser. You'll even get multiple bonus payo...

PLAN DETAILS

Life Assured Wealth Goal


Kotak Fortune Maximiser Plan

Premium Including GST
Key Features
(Key features of the plan)
  • Joint life cover
  • Six variants options
  • Regular guaranteed income
  • Spouse Life Cover
  • Coverage till 85 years
  • Choice of Bonus Payout
Plan Uniqueness
  • Joint life cover
  • Six variants options
  • Regular guaranteed income
  • Spouse Life Cover
  • Coverage till 85 years
  • Choice of Bonus Payout
Plan Maturity age Maximum Maturity Age - 99 years 85 years
Premium payment term 5 to 12 years 6, 8, 10, 12, 15 years
Plan Entry Age Minimum Age - 0 years Maximum Age - 55 years Min- 90 days, Max- 60 years
Sum assured No limit No Limit
Premium payment frequency Monthly, Quarterly, Half-yearly, and Yearly Yearly, Half-yearly, Quarterly and Monthly
Plan Sample Premium - No Limit
Plan Brochure Brochure URL Brochure URL
Policy tenure 5 to 44 years 85 years
Claim Settlement Ratio (2023-24) Minimum Age - 5 year Minimum Age - 5 year

Know More About Plans

Overview

Bajaj Allianz's Assured Wealth Goal is a non-linked, non-participating life insurance savings plan. It offers the dual benefit of saving and insurance under the same policy. It consists of six different plan options to cater to the needs of every unique individual. With a starting entry age of 1 month, this investmest plan is available for upto 65 years of age.

This plan offers you various benefits including:

why-choose
  • Joint life cover
  • Regular guaranteed income
  • Flexible premium payment term
  • Whole life cover
  • Flexible payout term
  • Enhance protection through riders

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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.