Retirement plans

T&C Apply - Bajaj Finance Limited (‘BFL’) is a registered corporate agent of third party insurance products of Bajaj Allianz Life Insurance Company Limited, HDFC Life Insurance Company Limited, Life Insurance Corporation of India, Bajaj Allianz General Insurance Company Limited, SBI General Insurance Company Limited, ACKO General Insurance Limited, ICICI Lombard General Insurance Company Limited, HDFC ERGO General Insurance Company Limited, Tata AIG General Insurance Company Limited, The New India Assurance Company Limited, Cholamandalam MS General Insurance Company Limited, Niva Bupa Health Insurance Company Limited , Aditya Birla Health Insurance Company Limited, Manipal Cigna Health Insurance Company Limited and Care Health Insurance Company Limited under the IRDAI composite CA registration number CA0101. Please note that, BFL does not underwrite the risk or act as an insurer. Your purchase of an insurance product is purely on a voluntary basis after your exercise of an independent due diligence on the suitability, viability of any insurance product. Any decision to purchase insurance product is solely at your own risk and responsibility and BFL shall not be liable for any loss or damage that any person may suffer, whether directly or indirectly. Please refer insurer's website for Policy Wordings. For more details on risk factors, terms and conditions and exclusions please read the product sales brochure carefully before concluding a sale. Tax benefits applicable if any, will be as per the prevailing tax laws. Tax laws are subject to change. Tax laws are subject to change. BFL does NOT provide Tax/Investment advisory services. Please consult your advisors before proceeding to purchase an insurance product. Visitors are hereby informed that their information submitted on the website may also be shared with insurers. BFL is also a distributor of other third-party products from Assistance Services providers such as CPP Assistance Services Pvt. Ltd., Bajaj Finserv Health Ltd. etc. All product information such as premium, benefits, exclusions, sum insured, value added services, etc. are authentic and solely based on the information received from the respective insurance company or the respective Assistance service provider company.

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^^Above illustration is for Bajaj Allianz Life LongLife Goal III is A Unit-Linked Non-Participating Whole Life Insurance Plan (UIN: 116L203V01) considering Male aged 35 years | Standard Life | Policy term (PT) - 64 years | Premium Payment Term (PPT) - 20 years | Total premiums Rs. 12,00,000 | Annual Premium Payment Mode | Pan Variant: Longlife Goal without waiver of Premium | Retired Life income opted | % of fund value for retired life income: 12% | Sum Assured Factor: 10 | Sum Assured Rs. 6,00,000 | In case of unfortunate death during the 5th policy year, death benefit payable at 4% and 8% will be Rs. 6,00,000. This illustration is considering investment in "Pure Stock II Fund - ULIF07709/01/17PURSTKFUN2116” through Investor Selectable Portfolio Strategy and Goods & Service Tax (GST) of 18%.

At 8% assumed investment return on 64th Policy Year ₹. 3,27,19,211At 4% assumed investment return on 64th Policy Year ₹. 1,07,47,340

* Above illustration is for a 35 years Male | Premium amount ₹2 Lakhs | Premium paying term 12 Years | Deferment Period 12 years | Premium paying frequency - Yearly | Annuity Frequency - Yearly | Annuity Option B - Life annuity with Return of Purchase Price (ROP) on death of annuitant. Assuming the Annuitant death at 100 Years. Total benefits received under the policy shall be ₹1,31,05,344

**Maturity Amount : 26,81,258 @8%,14,62,394 @4% Guaranteed Annuity Payment from 11th Year onwards (Whole Life) : 1,76,038 Annually

Sum Assured on Death(during PPT period) : 105% of total premium paid (mentioned below Year wise)

Annual Premium without GST : 192,911

Premium calculated is for:

Age- 45 year old Male

Tenure : Whole Life ( Till age 99)

PPT: 10 years

Tenure: 20 years

Deferment period: 10 Years