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Contact Info

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080 4046 0000

LIFE INSURANCE

BHARTI AXA SECURE INCOME PLAN

A Non Linked Non-Participating Limited Pay Life Insurance Plan

What this plan has in store for you?

Guaranteed Monthly Income

Limited premium payment term of 10 years

Guaranteed Maturity Benefit

Tax Efficient for all Ages

Eligibility @ Global Finsol

Parameter Eligibility Criteria
Premiums @ Global (Rs.) Premium (Rs.) Base Premium GST
10150 9713 437
20000 19139 861
50000 47847 2153
95000 90909 4091
100000 95694 4306
Minimum age at entry 0 days
Maximum age at entry 60 years
Maximum age at maturity 80 years
Premium Payment Term 10 years
Policy Term 20 years

How does the Plan work?

Survival & Maturity Benefits with an example

Example: Santosh is 35 years old married man and is working with an MNC. He purchases Global Finsol Bharti AXA Life Secure Income Plan and invests Rs. 1,00,000 p.a. as Annualized Premium, his SA is Rs.5,92,130/-

Death Benefit of an illustration

What happens If I am unable to pay premiums?

SIP Paid Up & Surrender Calculations

SIP Surrender Value Calculation Formula

Surrender Value: The policy acquires a surrender value provided if at least three annualized premiums have been paid for a 20 years premium payment term policy.

Guaranteed Surrender Value factors multiplied by Cumulative Premiums paid as on date of surrender will be calculated.

Policy year in % Cumulative Premiums Paid GSV
1 0    
2 0    
3 30    
4 50    
5 50 500000 250000
6 50 500000 250000
7 55 500000 275000
8 55 500000 275000
9 60 500000 300000
10 60 500000 300000
11 65 500000 325000
12 65 500000 325000
13 70 500000 350000
14 70 500000 350000
15 75 500000 375000
16 80 500000 400000
17 85 500000 425000
18 90 500000 450000
19 95 500000 475000
20 100 500000 500000

Mandatory documents at proposal stage