Why buy this plan ?
iInvest is our online Unit Linked Insurance Plan (ULIP) which offers a combination of protection and investment. We have designed it to offer a considerable degree of flexibility, making it well suited to the first time investor and market expert alike. We invest 100% of the premium you pay, thereby helping maximise your investment.
Choose between the Lifestyle Portfolio Strategy works on a pre-defined fund allocation, balancing equity and debt to achieve your objecti
Or the Self-Managed Portfolio Strategy lets you dynamically choose between six different funds
Increases your investment by adding Loyal Units to your fund in the last 5 years of the policy
Boost your fund value at your convenience through periodic Top-up Premiums
Switch your invested premiums from one fund to another with the Self-Managed Portfolio
Re-direct where your future premiums will be invested
Withdraw up to 20% of your investment after 5 years whenever the need arises
Opt for a phased payout to keep your premiums invested over a longer period of time
Provides cover for your family’s financial needs in your absence
Gives you 6 unit-linked funds to choose from according to your investment goals
Pays the higher of sum assured or the Fund Value or 105% of all premiums paid…
Or pays you the Total Fund Value as on maturity date if all goes well
Start investing with just Rs. 2000/- a month
Deducts no allocation charges, maximising your investment
Tax benefits on premiums paid and benefits received
"This is the plan for which one can be assured that this plan will take care of their child education expenditure. As such Aegon Life is now having a very good name in the insurance sector and they are quite professional. Only you need to go to their website select plan and put your details and you will be provided with all the details of the insurance plan." mouthShut.com reviewer
"AEGON Life iinvest that aims to your investment. It has no Premium allocation charges, thus increasing the availability of more fund for investment. It is not only a value for money investment but also provides you a choice for opting the protection (death benefit) suitable for you.AEGON Life Insurance, our endeavor is to provide you with newer solutions that give you the best value for money." mouthShut.com reviewer
Disclaimer: Product Name: Aegon Life iInvest Insurance Plan UIN 138L059V02 This is a non-participating unit linked savings plan and we do not offer policy loan in this plan. This document is for benefit illustration purpose only and should be read in conjunction with the sales literature to understand the product. For the purpose of this benefit illustration, we have used 4% and 8% as the lower and higher rates of investment returns respectively.These returns do not signify expectations of investment return on the unit linked funds. For each of the unit linked fund, the actual return may be higher or lower than the above mentioned rates. Total Charges includes premium allocation charge, policy administration charge, mortality charge and fund management charge. Rider premiums do not have any impact on the fund value or Discontinuance Value or death benefit. Benefits for riders would be as explained in the respective sales literature. If your policy is discontinued any time during the first five policy years, discontinuance values displayed will only be payable after completion of five policy years.The past performance of any of the unit linked funds is not necessarily an indicative of the future performance of any of these funds.The mortality charges and rider premium rates are subject to underwriting of the proposal, and may increase before the acceptance of the risk. Service Tax, Education Cess and any other taxes announced by the Government or any other statutory body in future would be levied as per the applicable tax laws.This quote is valid only as long as the age remains the same or for a period of thirty days from the date of this quote, whichever is earlier. For any further clarifications, feel free to contact your advisor or email us at firstname.lastname@example.org Segregated Fund Identification Number (SFIN): Blue Chip Equity Fund ULIF01511/02/14BLUECHIPEQ0138, Accelerator Fund ULIF01203/09/10ACCELERATE0138 Opportunity Fund ULIP01627/06/16OPPORTUN0138) Stable Fund ULIF01303/09/10STABLE0138 Secure Fund ULIF00505/07/08SF0138, Debt Fund ULIF00405/07/08DB0138.