Elite Plan
The Elite Assure Plan offered by Momentum Finserv is a non-linked, non-participating individual life insurance tax-saving plan that has been thoughtfully designed to provide you with the assurance of guaranteed income and robust financial security. It offers a reliable and steady income stream, positioning itself as the ideal choice for individuals who prioritize meticulous planning for a secure and worry-free future.
Key Advantage - Elite Plan
Guaranteed Maturity Benefit
Elite Assure guarantees a lump sum payout at maturity, ensuring financial security for your future.
Dual Protection
This plan offers both life coverage and long-term savings, making it a comprehensive financial tool.
Flexibility
Elite Assure provides flexibility in premium payment terms and policy duration, adapting to your financial needs.
How Elite Plan Works?
- Plan Your Investment: Decide the sum assured and premium payment term based on your financial goals.
- Pay Regular Premiums: Make premium payments to keep your policy active.
- Receive Maturity Benefit: At maturity, you'll receive the guaranteed maturity benefit, securing your financial future.
Eligibility Criteria - Elite Plan
- Age: Applicants should be between 18 and 60 years old to apply for Elite Assure.
- Policy Term: The policy term ranges from 10 to 25 years.
- Premium Payment Term: You can choose premium payment terms of 5, 7, 10, or 15 years.
For a worry-free future, embrace the simplicity and security of Momentum Finserv Life Elite Tax Saving Plan.
Benefits - Elite Plan
Elite Assure ensures financial growth and protection for your family, making it a versatile choice for comprehensive financial planning.
- Guaranteed Income: The plan is designed to provide you with a steady and reliable income stream, offering financial security that empowers you to realize your goals, both short-term and long-term.
- Tax Benefits: Your premium payments under the Elite Assure Plan make you eligible for tax deductions under Section 80C of the Income Tax Act. This not only reduces your taxable income but also lessens your overall tax liability.
- Life Cover: The plan encompasses comprehensive life insurance coverage, assuring that your family remains financially protected in the face of unforeseen events, granting you peace of mind.
- Flexibility: The Elite Assure Plan offers a diverse range of premium payment options and policy tenures. This flexibility allows you to tailor the plan to your specific preferences and financial capacity, ensuring a harmonious fit with your financial landscape.
