Wealth Secure Plan-wealth-secure-plan

Introduction/Overview Wealth Secure Plan is a Unit Linked Insurance plan providing whole life coverage as well as Guaranteed Additions to protect the fund value from the adverse effects of the market. It also ensures growth through market participation. Key Features It is a unit linked plan with Limited Pay option of premium payment Guaranteed Additions are added after 10 policy years There are 3 investment options of Lifecycle Option, Systematic Transfer Option and Self-Managed Option Under the Lifecycle Option, the investment is split between Maximizer and Income Advantage Fund in a pre-determined ratio. The units are automatically transferred from the riskier fund to the safer fund with increasing age Under the Systematic Transfer Option, the premium net of charges is first allocated to Liquid Plus Fund and thereafter 1/12th of the fund is transferred monthly to a fund of the policyholders choice The following funds are available for investment under the Self- Managed Option Liquid Plus Income Advantage Assure Protector Builder Enhancer Creator Magnifier Maximizer Multiplier Super 20 Pure Equity Value & Momentum