🛡️ What is Wealth Insurance?
Wealth Insurance = Life Cover + Market-Linked Investment
It’s ideal for those who want:
✅ Guaranteed life protection
✅ Long-term wealth creation
✅ Tax benefits under 80C & 10(10D)
✅ Retirement planning & children’s education fund
✅ Peace of mind for the future
📈 Types of Wealth Insurance Plans
1️⃣ ULIPs (Unit Linked Insurance Plans)
- Invests in equity, debt, or hybrid funds
- Flexible fund switch options
- Life cover included
- Long-term wealth creation
2️⃣ Endowment Plans
- Guaranteed returns + life cover
- Safer for conservative investors
- Fixed maturity benefits
- Ideal for goal-based saving (child marriage, home, etc.)
3️⃣ Money-Back & Income Plans
- Periodic payouts during the policy term
- Great for regular income + insurance
- Bonus additions in many plans
4️⃣ Child Wealth Plans
- Secures your child’s future in your absence
- Education & milestone planning
- Premium waiver on parent’s death
🎯 Why Wealth Insurance Is Important
🔒 Financial Security for Family – Your loved ones are financially protected in case of untimely death.
📊 Wealth Accumulation – Your premiums are invested in high-growth funds or guaranteed instruments.
💰 Tax Savings – Deduct premiums under Section 80C, and enjoy tax-free maturity under Section 10(10D).
🧒 Child’s Education & Marriage – Plan for important milestones through goal-based wealth plans.
👴 Retirement Planning – Build a retirement corpus through long-term, disciplined investing.
🤝 Why Choose M K Finlawstech?
✅ Compare plans from LIFE INSURANCE CORPORATION OF INDIA & TATA AIA LIFE INSURANCE.
✅ Personalized advice as per your risk profile & goals
✅ Seamless documentation & claim support
✅ Long-term relationship, not just a sale
✅ Office in Ranchi, with PAN-India client support
