Enjoy life cover,
market linked returns and match policy receipts with important milestones, all
through a single plan.
Rohan
Singh (name changed) is in his late 30’s and a single parent of two school
going children. He has recently concluded that his existing insurance cover may
no longer be enough to provide for his dependants in case of an untimely
demise. With multiple insurance policies on offer, he does not know which
policy he should purchase. He shares his dilemma with his close friend, Tejas
Kapoor (name changed), who after understanding his needs, suggests him a money
back unit linked plan. The advantages of earning market linked returns and
getting the insurance proceeds in installments that can match the various
milestones in Rohan’s children’s lives, forms the basis of his recommendation.
He thereby suggests IndiaFirst Money Balance Plan.
Are you
too in a similar boat as Rohan? If “Yes”, then, IndiaFirst Money
Balance
Plan is the ideal plan for you too
About
IndiaFirst Money Balance Plan
IndiaFirst
Money Balance Plan is a Ulip plan. It offers an ‘automatic
trigger-based' investment option that guarantees consistent return along with a
life cover. The policy sum assured is payable in case of the untimely demise of
the life assured during the policy term.
Suitability
• Savings
plus insurance cover: This two-in-one plan is
suitable for those who are seeking life insurance coverage along with
savings at market-linked returns
• Flexibility:
You can select and switch between high risk -
high return funds and low risk - low return funds according to your risk
profile and investment needs
• Doubles
up as a savings account: The partial withdrawal
facility allows you to meet unexpected financial emergencies with ease.
• Invest
regularly: You can save and invest regularly and
use the market volatility to your advantage
• Loan
facility: You can avail a loan under this plan before
completion of 5years of the policy.
Benefits
• You
have multiple premium payment frequencies to choose from - monthly, six
monthly, yearly or one-time
You
enjoy tax benefits under section 80C on the premium payable and section 10
(10D) on the policy benefits receivable on maturity or death 
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