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Here's How You Can Build a For Your GOLDEN YEARS

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Here's How You Can Build a

TAX-FREE PENSION

for your GOLDEN YEARS

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"ULIPs can help you avail tax-free pension and make your retirement dreams come true."

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"ULIPs fall under EEE investments and are the fastest route towards your retirement goals"

EEE Means: You save tax if you invest in ULIPs, no tax on accrued interest and the maturity value is entirely tax-free

1

INVEST IN A
ULIP PLAN

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  • What is ULIP?
  • *ULIP stand for Unit Linked Insurance Plan
  • *ULIPs offer great tax saving and growth option to investors
  • *You can choose from equity and debt funds to invest your money as per your risk appetite
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2

SELECT A SUITABLE PREMIUM
PAYMENT TERM AND
INVEST TILL RETIREMENT

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3

ANNUAL PREMIUMS HELP
YOUR REDUCE YOUR TAXABLE INCOME
BY UP TO rs 1.5 LAKHS

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4

ACCUMULATE YOUR
RETIREMENT CORPUS

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  • Use Smart Asset Allocation for better growth
  • *Allocate larger option to equity for first 10 to 15 years
  • *Slowly move equity corpus to safer debt funds in later years
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5

FROM AGE 60,
ACTIVATE SYSTEMATIC WITHDRAWAL
PLAN TO RECEIVE MONTHLY INCOME

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  • Withdraw Access Amount
  • *Maximum Maturity age is 70 to 75 years for any ULIP
  • *Withdraw the entire corpus till the maturity age
  • *Invest the excess money in other tax saving options
  • *Invest in a guaranteed pension plan to secure pension for your partner in your absence
6

ALL MONTHLY PAYMENTS
FROM ULIP ARE TAX EXEMPT

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LUMP SUM PAYMENT IN ULIPS ARE COMPLETELY TAX-EXEMPT U/S 10 (10D)

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Why Choose ULIPs to Pan Your Retirement Goals?

01

Good alternative to accumulate retirement corpus

Grow your retirement savings faster with equity exposure

02

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Enjoy full tax exemption

Secure your partner's retirement with the life insurance cover

04

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