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04-Premier Sip - Advisor

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20 views2 pages

04-Premier Sip - Advisor

Uploaded by

RSS1980
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.

THE LINKED INSURANCE


PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDER WILL NOT BE
ABLE TO SURRENDER/WITHDRAW THE MONIES INVESTED IN LINKED INSURANCE PRODUCTS COMPLETELY OR PARTIALLY TILL THE
END OF THE FIFTH YEAR.

Premier

Stay fikar-free, Wealthy and Secure

Introduce your customers


to a Fikar Free path to
Wealth and Protection

Speedy
Policy Issuance

With Premier SIP, you can offer your customers a revolutionary solution. It not only
secures your consumer’s life, also invests in top-performing funds to grow their
wealth systematically

Key
Key Benefits
Benefits that
that help
help you
you as
as an
an Advisor
Advisor
No medicals & Speedy policy
Product Familiarity
documentation issuance

Low effort selling on phone Pocket friendly monthly


Feature rich product
(no physical meeting required) mode of premium

Long term wealth creation with AUM


Cross-sell opportunity
based commission model
Benefits for your customers:

Life Cover Wealth Creation Tax Free withdrawals

Disability Cover Accidental Cover

Additional Benefits

Extra fund units with x No tax on fund switching


Smart Lady Benefit
Inbuilt waiver of premium Second Income with Smart
withdrawal Strategies

Tata AIA has given Benchmark beating returns

Fund Options Last 3 Years (%)* Last 5 Years (%)* Last 10 Years (%)* Since Inception ( %)* Inception Date

Whole Life Mid Cap Equity Fund


ULIF 009 04/01/07 WLE 110
24.02% 28.05% 20.17% 16.9%
10/01/2007
Benchmark - Nifty Mid Cap
100 - 100%
25.57% 30.28% 18.08% 14.97%

Top 200 Fund


ULIF 027 12/01/09 ITT 110
24.76% 30.59% 20.13% 20.25%
12/01/2009
Benchmark - S&P
BSE 200 - 100%
16.12% 19.99% 13.88% 16.42%
India Consumption Fund
ULIF 061 12/07/14 ICF 110
25.92% 30.15% - 22.8%
05/10/2015
Benchmark - S&P
BSE 200 - 100%
16.12% 19.99% 14.87%

Data as on 31st Sept’ 2024. Past performance is not indicative of future performance.

Invest Fikar-Free with Premier SIP


Secure Your Future, Build Your Wealth!

This document is for recruitment purpose only.


Tata AIA Life Insurance Company Limited (IRDAI Regn. No.110) CIN: U66010MH2000PLC128403. Registered & Corporate Office: 14th Floor, Tower
A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai - 400013. Trade logo displayed above belongs to Tata Sons Ltd and AIA Group
Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license. For any information including cancellation, claims and complaints, please
contact our Insurance Advisor / Intermediary 1-860-266-9966 (local charges apply) or write to us at [email protected].
Visit us at: www.tataaia.com.
BEWARE OF SPURIOUS PHONE CALLS AND
FICTITIOUS/FRAUDULENT OFFERS premiums. Public receiving such phone calls are requested to lodge a police complaint.

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