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Important: As per Finance Act 2016, from 01st June 2016, due to introduction of Krishi Kalyan Cess @ 0.5%, service tax rates has been revised . Consequently, for unit linked plans, the additional service tax will be deducted in the form of units. For non-linked plans, there will be an increase in the policy premium amount.   Click here  to know more.
A life insurance plan that ensures you meet your family’s dreams by picking out an investment option that best suits your requirement and also financially secures your family with Whole Life Cover.
Wealthmax.jpg

In order to build a better life and realise your dreams, you always need to plan ahead. That's why you need a savings plan that helps you attain your goals with your changing life stage and can be customised to match your needs while giving you peace of mind. Introducing Birla Sun Life Insurance Wealth Secure Plan that combines long term savings and whole life coverage specially designed for you to focus on your goals and maximise savings for your future.
 
 
Key Features:
 
1.   Pay premiums for a limited term and get life cover for whole life
2.   Flexibility to add top-ups whenever you have additional savings
3.   Flexibility of partial withdrawals to meet any emergency fund requirements
4.   Tax benefits under section 80C and section 10(10D) of the Income Tax Act, 1961
 
How does the plan work?
 
1.   Choose the Basic Premium
2.   Choose the Basic Sum Assured which is the death benefit payable on the death of the life insured
3.   Choose the mode of payment i.e. monthly, quarterly, semi-annually or annually
4.   Choose from 3 Investment Options
 
 
Plan Summary
 
Policy Term
Whole Life
Entry Age
1 to 60 years
Pay Term
 
Minimum PPT
 
 
Maximum PPT
 
5 to 30 years
 
Attained age at the end of premium paying term must be 18 years & more
 
Attained age at the end of premium paying term must be75 years or less
Basic Premium
Minimum Rs. 20,000 p.a. if paid annually
Minimum Rs. 30,000 p.a. if paid semi-annually
Minimum Rs. 60,000 p.a. if paid monthly or quarterly
Top-up Premium
Minimum Rs. 5,000
 
 
 
Disclaimer
This policy is underwritten by Birla Sun Life Insurance Company Limited (BSLI). This is a non-participating unit linked life insurance savings plan. Birla Sun Life Insurance and BSLI Wealth Secure Plan are only the names of the Company and Policy respectively and do not in any way indicate their quality, future prospects or returns. The name of the funds offered in this plan does not in any way indicate their quality, future prospects or returns. The charges are guaranteed throughout the term of the policy unless specifically mentioned and subject to IRDAI approval. The value of the investment fund reflects the value of the underlying investments. These investments are subject to market risks and change in fundamentals such as tax rates, etc affecting the investment portfolio. The premium paid in unit linked life insurance policies are subject to investment risk associated with capital markets and the unit price of the units may go up or down based on the performance of investment fund and factors influencing the capital market and the policyholder is responsible for his/her decisions. There is no guarantee or assurance of returns above the guaranteed returns from the investment funds. Service Tax and Education Cess and any other applicable taxes levied as per extant tax laws shall be deducted from the premium or from the allotted units as applicable. For more details on risk factors, terms and conditions please refer to the sales brochure carefully before concluding the sale. Tax benefits are subject to changes in the tax laws. Insurance is the subject matter of solicitation. Regd. Office: Birla Sun Life Insurance Company Limited, One Indiabulls Centre, Tower 1, 16th Floor, Jupiter Mill Compound, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013. CIN: U99999MH2000PLC128110 Registration No. 109. ADV/4/14-15/6900 VER1/APR/2014
Unique No. 109L074V02
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For more details on risk factors, terms and conditions please read sales brochure carefully before concluding the sale.

Trade Logo displayed above belongs to SUN LIFE ASSURANCE COMPANY OF CANADA and ADITYA BIRLA MANAGEMENT CORPORATION PRIVATE LIMITED and used by BIRLA SUN LIFE INSURANCE COMPANY LIMITED as per terms and conditions of license Agreement.

Registered Office: One Indiabulls Centre Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400013. CIN: U99999MH2000PLC128110 Registration No. 109.

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IRDAI clarifies to the public that,
  • IRDAI or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.
  • IRDAI does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with the details of the phone call.