Flexi Income Goal
Flexi Income Goal, a meticulously crafted offering by Momentum Finserv, stands out as a unique investment plan designed to provide not just financial security but also a rare blend of liquidity and flexibility for you and your family. This non-linked, individual participating savings plan serves as a financial fortress, ensuring that you can navigate and adapt to the ever-evolving financial needs of your child with ease.
Key Advantage - Flexi Income Goal
The key advantage of Flexi Income Goal, ensuring protection and peace of mind. Here are the key advantages of this plan:
Flexibility in Income
Flexi Income Goal offers the flexibility to choose between immediate and deferred income options, catering to your needs.
Wealth Accumulation
This plan combines regular income with wealth accumulation, ensuring financial growth.
Life Coverage
Along with income, it also provides life coverage, securing your family's future.
How Flexi Income Goal Works?
You customize your coverage, pay the premium, and provide nominee details, ensuring a hassle-free process.
- Select Income Option: Decide between immediate income or deferred income as per your financial goals.
- Pay Premiums: Pay regular premiums to keep your policy active.
- Enjoy Financial Benefits: Flexi Income Goal provides regular income benefits along with wealth accumulation opportunities.
Eligibility - Flexi Income Goal
Flexi Income GoalPlan is accessible to various individuals, from breadwinners to professionals, who seek straightforward insurance coverage.
- Age: Applicants between the ages of 18 and 60 can apply for Flexi Income Goal.
- Policy Term: The policy term can range from 10 to 30 years.
- Premium Payment Term: You can choose premium payment terms of 5, 7, 10, or 15 years.
Policy Benefits - Flexi Income Goal
Flexi Income Goal ensures financial flexibility and peace of mind, empowering you to align your income with your evolving financial goals:
- Guaranteed Income: Flexi Income Goal takes pride in providing you with a consistent stream of guaranteed income. This unwavering financial support ensures enduring stability for your child's future endeavors.
- Liquidity: The plan excels in offering liquidity through the provision of partial withdrawals. This feature empowers you to meet unexpected financial needs or capitalize on opportunities, all while safeguarding your child's long-term prospects.
- Flexibility: Flexi Income Goal places a premium on flexibility. You have the liberty to select the premium payment term, allowing you to seamlessly synchronize your financial goals and capacity.
- Life Cover: In addition to being a powerful savings tool, the plan extends life insurance coverage. This comprehensive protection provides invaluable financial security to your family, underscoring its significance.
Documents Required - Flexi Income Goal
Basic documentation is necessary to start your Flexi Income Goal policy, making the application process convenient and efficient. Below mentioned are the documents you will need: