Tata AIA Shubh Maha Life Plan - Life Insurance & Savings Plan

Tata AIA Shubh Maha Life Plan - Life Insurance & Savings Plan

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The Tata AIA Shubh Maha Life plan is a life insurance savings product that combines protection with long-term wealth accumulation. It provides flexible .. Read more payout options, including a lump sum or regular income, along with life cover and potential bonuses. You can tailor this plan to suit your financial goals, be it a lumpsum benefit, deferred income for life’s evolving needs, or regular income after retirement. This plan provides the flexibility to choose the option that aligns with your financial requirements. Read less

Individual, Non-Linked, Participating, Life Insurance Savings Plan (UIN: 110N208V04)

Flexibility to choose high life cover till the desired age 4 .

Balanced returns through equity participation.

Secure a steady income post-retirement for life.

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The key features of Tata AIA Shubh Maha Life are as follows:

Choose the duration of your higher life cover with the flexibility to select your Higher Cover End Age (HCEA) between 50 to 70 years, ensuring coverage until your preferred age.

Higher Cash Bonuses through Deferment

If you defer your income payouts, the plan offers the potential to earn higher cash bonuses (if declared), thereby increasing your overall maturity value.

Receive additional accrued reversionary bonus 1 payouts along with the cash bonus (if declared).

Multiple Plan Options

Choose Lump Sum, Deferred Income, or Retirement Income based on your financial goals and needs.

Lifetime Retirement Income

With the Retirement Income plan option, you receive an assured income for life, providing stability and peace of mind during your retirement years.

Special Premium Discounts

Enjoy special discounts 3 for women policyholders and family members of existing Tata AIA customers.

Combine Benefit Options

You can opt for a combination of two or more plan options to create a personalized benefit structure that supports your financial goals at different life stages.

Here is why you should buy Tata AIA Shubh Maha Life:

The following are the individuals who can consider buying Shubh Maha Life:

Those who want to accumulate savings systematically for future goals such as retirement or children’s education.

Those who want both life insurance protection and savings/benefit payouts through bonuses and maturity benefits.

Individuals who prefer a plan that can provide regular income after retirement while still offering maturity benefits.

People who want flexible payout structures (lump sum now or income later) that align with specific financial timelines.

Those who want the flexibility to select payout and coverage structures and even combine options to suit multiple goals.

Before buying a Shubh Maha Life, consider the following:

The Tata AIA Shubh Maha Life offers three plan options to support your evolving financial goals.

Get a lump sum payout on policy maturity, including reversionary bonuses and terminal bonuses (if declared).

Receive regular cash bonuses (if declared) along with Reversionary Bonus payout after the completion of the Deferment period till the end of the policy term, along with maturity benefit.

Get regular Cash Bonuses (if declared) and Accrued Reversionary Bonus payout starting from ages 51, 56, 61, 66, or 71, as per your choice, until the end of the policy term, plus a lump sum amount at policy maturity.

Tata AIA Shubh Maha Life works by offering flexible options to suit different life stages and financial needs. Here’s how they work:

This option helps you save regularly and receive a one-time substantial payout at the end of the policy term. It's a suitable option if you're planning for goals like retirement, buying a home, or funding your child’s education.

Mr. Reddy, aged 30, chooses the lump sum option and pays ₹5,00,000 every year for 10 years. He stays invested throughout the 30-year policy term. At the end of the term, he receives a lump sum payout that includes the maturity amount along with any bonuses that may have been added over the years.

This plan helps you save regularly and receive income later, along with a lump sum payout at the end of the policy term. It is suitable for those who want to plan for retirement or future financial stability, with the benefit of a steady income after a few years.

Mr. Verma, aged 35, chooses the Deferred Income Plan and pays ₹5,00,000 every year for 10 years. He selects a 12-year deferment period, which means he will not receive any payouts during the first 12 years.

This plan helps you save funds while you work and then provides you with a steady income after you retire. You also get a lump sum amount at the end of the plan.

This plan gives you regular payouts after retirement and a final payout at the end.

Ayush is 30 years old. He chooses this plan and pays ₹5,00,000 every year for 10 years. He picks age 50 as the higher cover end age. And income start year as 61, Ayush begins to get yearly payments from bonuses (if declared). At the end of the plan, he receives a lump sum amount that includes his maturity payout and bonuses.

You can combine multiple options under the plan to meet different financial goals. For instance, you may choose Deferred Income for child-related expenses and Lumpsum for retirement planning.

You must be between 0 ^ and 55 years old to start the plan.

You can choose to receive the lump sum when you turn 60, 65, 70, 75, 80, 85, or 100 years old.

Premium Payment Term (PPT)

You can choose to pay premiums for 6,7,10 12, 15 years or Pay till selected Higher Cover End Age

Your policy term will be a minimum of 20 years and can go up to 100 minus your entry age.

Higher Cover Ending Age

You can choose the age till which you want higher life cover: 50, 55, 60, 65, or 70 years.

The minimum sum assured is ₹1,20,000. There's no upper limit, but it depends on the insurer’s approval.

Minimum Annual Premium

Starts from ₹12,000 per year. No maximum limit (subject to insurer approval).

Premium Payment Modes

You can pay your premiums annually, half-yearly, quarterly, or monthly.

Bonus/Survival Benefit Payout Frequency

Payouts (if applicable) can be made monthly, quarterly, half-yearly, or yearly, either in advance or after the due period.

^ The Life Insured must be at least 30 days old at the time of purchase

Our experts are happy to help you!

1. What is the Tata AIA Shubh Maha Life? Tata AIA Shubh Maha Life is a life insurance savings plan offering lump sum or regular income options, plus high life cover and bonuses. The plan is suitable for long-term goals like retirement, education, or wealth creation.

2. Is it good to take Tata AIA Shubh Maha Life? Tata AIA Shubh Maha Life can be a right choice for long-term savings with life cover. It offers flexibility, steady returns, and bonus additions.

3. What are benefits of Tata AIA Shubh Maha Life? The plan offers life cover, flexible payout options, potential bonuses, maturity benefits, and tax 2 benefits under Sections 80C and 10(10D).

4. What are the available add-ons in Tata AIA Shubh Maha Life? The add-ons available with Tata AIA Shubh Maha Life are Waiver of Premium on Accidental Total Permanent Disability and Waiver of Premium on Critical Illness.

5. Does Shubh Maha Life offer maturity or survival benefits? Yes. All plan options offer maturity benefits. Survival benefits like regular income apply in Deferred and Retirement Income options after the deferment or retirement age.

6. Who should consider investing in Tata AIA Shubh Maha Life? Individuals planning for retirement, child’s education, or long-term savings with life cover can consider this plan. It’s suitable for those seeking stable returns, financial security, and tax benefits.

7. Is Tata AIA Shubh Maha Life eligible for tax benefits under 80C and 10(10D)? Yes, it offers tax 2 benefits on premiums under Section 80C and on payouts under Section 10(10D), as per tax laws.

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