Max Life Smart Wealth Plan Overview

Max Life Insurance Company Limited is a joint venture between Max Financial Services Limited and Axis Bank Limited. It is one of India’s leading insurance providers. They offer comprehensive protection and long-term savings life insurance solutions to help individuals achieve their long-term financial goals. The insurance provider has earned its good reputation by taking a customer-centric approach to all their business activities.

 

Max Life Smart Wealth Plan (UIN - 104N116V08) is one of Max Life Insurance’s key offerings. This is an individual life insurance savings plan that secures your financial future by offering assured returns.

Features and Benefits of Max Life Smart Wealth Plan

Here are some of the features and benefits of the Max Life Smart Wealth Plan

1. Flexibility

With the Max Life Smart Wealth Plan, you get the flexibility to choose a plan that suits you best. You can choose between lump sum, short term income, long term income and

whole life income.

2. Death Benefit

In case the insured individual passes away during the policy term, then their beneficiaries will receive a comprehensive death benefit.

3. Enhanced Protection Through Riders

You can choose from an array of riders offered by Max Life Insurance to further enhance your coverage.

4. Tax Benefit

This policy plan allows you to take advantage of prevailing tax laws and save on taxes.

Benefits of Max Life Smart Wealth Plan

1. Guaranteed Returns

The Max Life Smart Wealth Plan offers Guaranteed Maturity Benefits. This means that you will receive assured returns after the policy matures.

2. Guaranteed Additions

When you opt for the lump sum plan, guaranteed additions will be made to your plan. This helps boost your maturity corpus.

3. Whole life Income Option with Joint Life coverage

You can choose to secure your spouse’s life as well with the whole life income option.

Why Choose Max Life Smart Wealth Plan?

Max Life Insurance understands the importance of long-term financial goals and has thoughtfully designed its plans to help you achieve your financial goals, worry-free. The Max Life Smart Wealth Plan is one such plan that combines protection and savings in one nifty policy offering. This simple and flexible plan is your one-stop solution to long-term financial security.

Exclusions of Max Life Smart Wealth Plan

Here are some of the exclusions under the Max Life Smart Wealth plan:

• The plan’s coverage will be terminated in case the policyholder’s unfortunate death by suicide.

How to Make a Claim Under Smart Wealth Plan

You may submit your claim by:

• Getting in touch with your agent advisor

• Visiting your nearest Max Life Insurance office

• Writing to Max Life Insurance at claims.support@maxlifeinsurance.com

• Sending a mail to this address:

   

Max Life Insurance Operations Centre Claims Department,

 

Max Life Insurance Company

 

Operations center, - 2nd floor

 

90C, Sector 18, Udyog Vihar,

 

Gurgaon-122015, India

 

Disclaimer :-Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Corporate Office: 11th Floor r, DLF Square Building, Jacaranda Marg, DLF City Phase II, Gurugram (Haryana)- 122002. For       

                                   

more details on risk factors, terms and conditions, please read the prospectus carefully before concluding a sale. You may be entitled to certain applicable tax benefits on your premiums and policy benefits. Please

  

note all the tax benefits are subject to tax laws prevailing at the time of payment of premium or receipt of benefits by you. Tax benefits are subject to changes in tax laws. Insurance is the Subject matter of solicitation. Trade logo displayeb belongs to Max Financial

 

Services Ltd. and Axis Bank Ltd. respectively and with their consents, are used by Max Life Insurance Co. Ltd. You can call us on our Customer Helpline No. 1860 120 5577.

 

The online journey is being enabled through the Insurance Self Network platform (ISNP) of the Company (Max Life Insurance Company Limited) where Bajaj Finserv Direct Ltd is a market participant as the corporate agent (CA0551) to the insure.

 

For more details on the risk factor, terms and conditions, please refer to the Sales Brochure and Policy Wordings carefully before concluding a sale.