bajajallianzlife.
com
100% GUARANTEED1
2
TAX-FREE INCOME
TAX FREE
1 Scan to watch Non-Par
Savings Plan simplified video
INCOME
KEY ADVANTAGES
Scan to watch Lumpsum &
Regular guaranteed1 Income Benefit simplified video
Option of Return of
Long term Income Premiums (ROP) at the
up to 30 years end of Income Period
Choice of Income
Payout date Tax Benefits2
Scan to watch Deferment
Period simplified video
Option to Defer Income Benefit
Income payouts with Life Cover
MATURITY BENEFIT Scan to watch Maturity
Benefit simplified video
1
On maturity, you will receive sum of all premiums paid (if opted), plus Last regular guaranteed payout
1
Conditions Apply – The Guaranteed benefits are dependent on policy term, premium payment term availed along with other variable factors.
For more details please refer to sales brochure.
2
Tax benefits as per prevailing Income tax laws shall apply. Please check with your tax consultant for eligibility.
bajajallianzlife.com
SAMPLE ILLUSTRATION
Avinash is a 30 year-old banking professional. He has a small family which consists of his
spouse and two kids. He wants an investment which will give him a promising long term
Scan to watch Policy
income to help him manage his future expenses like kid's education and marriage. Term & Premium Payment
Term simplified video
He invests in Bajaj Allianz Life Assured Wealth Goal - Second Income by paying `2 lakh p.a.
with a goal of getting a guaranteed long term Second Income.
Premium Payment Term 12 | Policy Term 44 | Income Period of 30 years with ROP at the end of Policy Term | Deferment period 2 years
You Pay You Get
`2 lakh p.a. for 12 years Income of `3,10,000 p.a. `24 lakh as ROP
`63,06,750
from 15th Policy year for 30 years + at the end of Income Period
Income Period of 30 years
Deferment
Period
wait for
`2lakhp.a. 2 years
paid for 12 years
`24lakh
PolicyTerm-44years
Total Premium Total Benefit
4.88
Times3
`24,00,000 `1,17,00,000
Note-
For above illustration, the Sum Assured on Death at inception will be ` 25,00,000. | Auto pay opted
The above illustration is assuming the Life Assured is alive till the end of the policy term. The Income payouts will be paid in arrears as per chosen payout frequency.
The premiums mentioned above are exclusive of any extra premium loading and Goods & Service Tax/any other applicable tax levied, subject to changes in tax laws.
3
The 4.88 times of total premium paid is pertaining only to the above illustration.
For any queries please refer to Sales Literature/Benefit Illustration.
DEATH BENEFIT
You will have life cover throughout the Policy term. On Death the benefit shall be payable to the nominee in equated monthly
instalments for a period of 5 years. Scan to watch Sum
Assured simplified video
The Death benefit will be higher of-
#
Sum Assured on Death , or
4
105% of total premiums paid as on date of death, or
The prevailing surrender value
#
Sum Assured on Death is higher of the Sum Assured or 10 times of Single/ Annualised Premium .
The nominee will have an option to receive the future instalments as a Lumpsum, which shall be the present value of future instalments at a discounted rate.
4
Total Premium (the sum of all premiums paid under the policy; even refers to the Single Premium) is total of all the premiums received, exclusive of extra premium, rider premium and GST & /any
other applicable tax levied, subject to changes in tax laws.
Bajaj Allianz Life Insurance Co. Ltd.
Risk Factors and Warning Statements: Bajaj Allianz Life Insurance Company Limited and Bajaj Allianz Life Assured Wealth Goal are the names of the company BEWARE OF SPURIOUS PHONE CALLS
and the product respectively and do not in any way indicate the quality of the product and its future prospects or returns. For more details on risk factors, terms AND FICTITIOUS / FRAUDULENT
and conditions please read sales brochure & policy document (available on www.bajajallianzlife.com) carefully before concluding a sale. Bajaj Allianz Life OFFERS - IRDAI is not involved in
Assured Wealth Goal is A Non linked, Non Participating, Individual, Life Insurance Savings Plan. Regd. Office Address: Bajaj Allianz House, Airport Road, activities like selling insurance policies,
Yerawada, Pune - 411006, Reg. No.: 116, CIN : U66010PN2001PLC015959, Call us on toll free No.: 1800 209 7272, Mail us : customercare@bajajallianz.co.in, announcing bonus or investment of
Fax No: 02066026789, Bajaj Allianz Life Assured Wealth Goal (UIN: 116N170V06), The Logo of Bajaj Allianz Life Insurance Co. Ltd. is provided on the basis of premiums. Public receiving such phone
license given by Bajaj Finserv Ltd. to use its “Bajaj” Logo and Allianz SE to use its “Allianz” logo. All charges/ taxes, as applicable, will be borne by the calls are requested to lodge a police
Policyholder. complaint.
BJAZ-OP-NA-01671/22
