Dear Cus,
Congratulations! Now you are one step closer to achieving your financial goals by choosing Tata AIA Fortune Guarantee Supreme.
Guaranteed Income:
You have the option to receive your guaranteed income in one of the following ways:
Annually in Advance
Annually,Monthly, quarterly or half-yearly in Arrears
Annually on a "special date" such as your birthdate, anniversary, etc.
Your plan details are as follows:
Policy term (years) 25
Premium payment term (years) 12
Mode of premium payment Annual
Premium installment as per chosen mode incl. GST ₹30000
Income Paid In Cash 100%
You have chosen to receive guaranteed income Yearly in Advance that will be paid immediately after policy issuance date in 1st year and next
day of policy anniversary thereafter. This income mode is chosen at inception and cannot be changed later. Your income details are as follows:
Your income details are as follows:
Income Starts from year 1
No. of years for which you will receive income (Income period) 25
Guaranteed income installment as per chosen frequency ₹9953
Guaranteed maturity benefit ₹360000
Your first policy anniversary will be one year from the date of commencement of policy. The date of commencement of policy will be
mentioned in your policy schedule.
If you have opted for special date, the date of first income payout will be the chosen special date that falls after 1st policy anniversary.
The date of first Income payout will be mentioned in your policy schedule.
Best Wishes,
Tata AIA Life Insurance Company Ltd.
Please read complete Sales brochure before concluding sales.
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 [Link] any information including cancellation, claims and complaints, please
contact our Insurance Advisor / Intermediary or visit Tata AIA Life's nearest branch office or call 1–860–266–9966 (local charges apply) or write to us at customercare@[Link]. Visit us at: [Link]. UIN: 110N163V12
IRDAI or its officials do not involve in activities like selling insurance policies, announcing bonus or investment of premiums. Public
BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS / FRAUDULENT OFFERS
receiving such phone calls are requested to lodge a police complaint.
BENEFIT ILLUSTRATION
Tata AIA Fortune Guarantee Supreme
Name of the Prospect / Policyholder: Cus Proposal No: Q17646712660154
Age (years) : 48 Name of the Product: Tata AIA Fortune Guarantee Supreme
Gender: Male Tag Line: Individual, Non-Linked, Non-Participating Life Insurance Savings Plan
Name of the Life Assured 1 : Cus Unique Identification Number: 110N163V12
Age (years) : 48 GST Rate : 0.00% for first year
Gender: Male 0.00% second year onwards
Name of the Life Assured 2 : NA
Age (years) : NA
Gender: NA
Policy Term (years) : 25
Premium Payment Term (years) : 12
Amount of Instalment Premium (Rs.) : 30000
Mode of Payment of Premium : Annual
Death Benefit Multiple Option: 10
This benefit illustration is intended to show year-wise premiums payable and benefits under the policy.
Policy Details
Plan Option My Income Basic Sum Assured (first Death) Rs. 300000
Benefit Income throughout policy term & lumpsum at maturity Basic Sum Assured (Second Death, if any) Rs. NA
Income/Survival Benefit Frequency Annually in Advance Sum Assured on First Death (at inception of the policy) Rs. 300000
Sum Assured on Second Death, if any (at inception of the
Return of Premium Benefit Not Applicable NA
policy) Rs.
Income/Survival Benefit starts from year 1 Special Date2 NA
Income/Survival Benefit period (years) 25 Settlement Option5 NA
Total Annualized Premiums payable (A) Rs. 360000 Total benefits during policy term (B) Rs. 608825
Rider Details
Tata AIA Vitality (Wellness Program): No
Details of Life Insured/Partner under the Benefit Option Benefit Payout Premium
Return
Benefit Premium Sum p.a. Year 1
Rider Name / UIN^(Benefit Option / Benefit Payout Income Income of
Lumpsum Option Payment Assured without Discount
Option) Name Age(yrs) Gender p.a. Duration premium Term
(Rs.) Term (Rs.) GST (Rs.)
(Rs.) (yrs) option
(Rs.)
Premium Summary
Base Plan Riders Total Instalment Premium
Instalment Premium without GST (Rs.) 30000 0 30000
Instalment Premium with First year GST (Rs.) 30000 0 30000
Instalment Premium post applicable discount with First year GST (Rs.) 30000 0 30000
Instalment Premium with GST 2nd year onwards (Rs.) 30000 0 30000
Guaranteed Non - Guaranteed
Policy Year Single/ Annualized Premium 4
Survival Benefits1 Maturity Benefit Death Benefit Death Benefit4 (Second death, if any) Min. Guaranteed Surrender Value3 Special Surrender Value3 Surrender Value
(First Death)
1 30000 9953 0 300000 NA 0 16483 16483
2 30000 9953 0 300000 NA 8047 25169 25169
3 30000 9953 0 300000 NA 11594 36051 36051
4 30000 9953 0 300000 NA 30141 49180 49180
5 30000 9953 0 300000 NA 35188 64618 64618
6 30000 9953 0 300000 NA 40235 82414 82414
7 30000 9953 0 300000 NA 45282 102636 102636
8 30000 9953 0 300000 NA 55129 125333 125333
9 30000 9953 0 300000 NA 68876 150632 150632
10 30000 9953 0 315000 NA 81423 178567 178567
11 30000 9953 0 346500 NA 95170 209287 209287
12 30000 9953 0 378000 NA 113717 242896 242896
13 9953 0 378000 NA 110964 248812 248812
14 9953 0 378000 NA 108211 255172 255172
15 9953 0 378000 NA 109058 262023 262023
16 9953 0 378000 NA 106305 269445 269445
17 9953 0 378000 NA 107152 277477 277477
18 9953 0 378000 NA 104399 286124 286124
19 9953 0 378000 NA 101646 295491 295491
20 9953 0 378000 NA 102493 305576 305576
21 9953 0 378000 NA 99740 316516 316516
22 9953 0 378000 NA 96987 328295 328295
23 9953 0 378000 NA 97834 341115 341115
24 9953 0 378000 NA 95081 354951 354951
25 9953 360000 378000 NA 85128 369953 369953
Benefits during Settlement Period5 (applicable when Settlement option is opted 'Yes')
Proportion of Maturity Benefit opted to be taken as equal installments during settlement period (%) NA
Settlement period (years) NA
Frequency of payouts during Settlement period NA
Amount of each installment as per frequency chosen above (Rs.) NA
For the purpose of this illustration, the discounting rate used NA
Note: Single/Annualised premium excludes underwriting extra premium, loading for modal premiums, the premium paid towards the riders, if any, and Goods and Services Tax.
1. Survival Benefit will be payable at the end of Survival Benefit frequency as chosen or on Special date. Please refer complete Terms and Conditions for more details on Survival Benefits.
2. If you have selected Special Date - a. The Survival Benefits will be paid out on the chosen special date. b. The last instalment of Survival Benefit will be paid on the date of maturity and not on the special date and hence, the last instalment will be
lower than the earlier Survival Benefits c. Income payable includes interest for the period between policy anniversary and special date chosen. This illustration assumes the date mentioned in the box below as the policy commencement date for the
purpose of calculation of policy anniversary. However, the actual interest calculation will be based on the policy commencement date mentioned in your policy schedule.
3. The surrender values mentioned above are illustrated at the end of the policy year and will be paid post deducting survival benefit already paid during that year (if any). Special Surrender value may be revised depending on the prevailing market
conditions.
[Link] Death Benefit shown above is at the end of the policy year. For single life policies and in case of Second Death for joint life policies, the death benefit illustrated above has been floored to Surrender value (which is inclusive of Non-Guaranteed
Special Surrender Value) payable at that point of time. Upon payment of Death benefit the policy terminates and no further benefits are payable
5. The instalments are derived using the rate equal to '5-year Gsec rate minus 50 bps' as on the end of financial year preceding maturity. The first instalment shall be paid on Maturity & the next as per chosen frequency, in advance. The 5 year G-sec
rate will be reviewed every year.
6. Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in
this document. Please consult your own tax consultant to know the tax benefits available to you.
7. Please read Sales Brochure carefully before concluding a sale.
I, …...................... (name), have explained the premiums and benefits under the product fully to the prospect / I, Cus , having received the information with respect to the above, have understood the above statement before entering
policyholder. into the contract.
Place:
Date: 02-Dec-2025 Date: 02-Dec-2025
Signature of Agent / Intermediary / Official Signature of Prospect / Policyholder
Unique Reference Number - L&C/Advt/2025/Apr/1626 (Rider -L&C/Advt/2022/Sep/2271 )
Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and 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 more information, Call the Tata AIA Life Insurance Company Ltd Helpline number1860-266-9966 (local charges apply) or Visit us at: [Link]
