Wealth Plus Financial Services


Benefits Of Wealth Plus

 

Additional Allocations

 

We like to treat our friends!  This amount starts at 1% of your annual premium for the first 5 years and increases by 2% every 5 years. 

 

Rising Star Benefit

 

Children carry the hope of a brighter future and nothing should diminish their potential. That is why this optional benefit provides an additional payout to your child in case you are no longer around, waives off any future premiums and keeps the policy benefits intact. 

 

Investment Strategies

 

Strategy is the name of the game! You can choose from different types of investment strategies to start growing your wealth. The first is the Self-managed Strategy where you make all the decisions, aided by the power of unlimited switches between funds. The second is the Life Stage and Duration Strategy, where our team of experts manage the funds for you. 

 

Easy Liquidity Option

 

No one likes to wait! You don’t need to wait till the end of your policy term to start getting your returns. From the 6th policy year onwards, you can start making partial withdrawals from your fund value as per your needs. 

 

Top-Up Premium Option

 

A little extra goes a long way! Invest any extra funds you have into the policy at your leisure. These extra additions maximize your fund value and get you better returns!

 

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

 

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