Tata AIA Smart Annuity Plan
Get guaranteed lifelong income to create your retirement corpus.
Avail 2% Extra Annuity when purchased online
Get Income Tax benefits and save more.
Life after completing many professional years of service is when you can catch up on all the lost time with your family, as well as your hobbies, interests and more. To ensure that this golden period of life does not slip away while you worry about financial resources, Tata AIA brings you the Tata AIA Smart Annuity plan.
With a guaranteed pay-out benefit during your retirement years, this pension plan offers adequate financial benefits to you and your loved ones while a life cover protects them.
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Why you need this Plan ?
Benefits of Tata AIA Smart Annuity Plan
1
Guaranteed Lifetime Income
Secure your family’s dreams and your financial goals with guaranteed income throughout your retirement.
Secure your family’s dreams and your financial goals with guaranteed income throughout your retirement.
2
Avail Extra Annuity
Choose from three flexible annuity options as per your unique retirement needs. Also avail 2% Extra Annuity when bought online through Tata AIA website.
Choose from three flexible annuity options as per your unique retirement needs. Also avail 2% Extra Annuity when bought online through Tata AIA website.
3
Single/Joint Life Feature
Select a Single Life annuity if you are the sole annuitant or a Joint Life annuity to include your spouse.
Select a Single Life annuity if you are the sole annuitant or a Joint Life annuity to include your spouse.
4
One-time Investment
You can pay your premium as a one-time simple lump sum investment towards your annuity policy.
You can pay your premium as a one-time simple lump sum investment towards your annuity policy.
5
Flexible Annuity Pay-out Modes
Choose to receive your annuity pay-out in a mode of your preference – monthly, quarterly, half-yearly or annually. You can also use Top-up option to increase the benefits you receive under this annuity pension plan.
Choose to receive your annuity pay-out in a mode of your preference – monthly, quarterly, half-yearly or annually. You can also use Top-up option to increase the benefits you receive under this annuity pension plan.
6
No Medicals Required
Get your policy issued in a jiffy without undergoing any medical test.
Get your policy issued in a jiffy without undergoing any medical test.
7
Avail Loan
You can avail of a loan against a deferred annuity policy to meet any emergency needs
You can avail of a loan against a deferred annuity policy to meet any emergency needs
8
Get Tax Benefits
When you purchase this plan, you will get tax benefits as per applicable income tax laws
When you purchase this plan, you will get tax benefits as per applicable income tax laws