Wealth Ultima

  • 01 Systematic Monthly Plan to accumulate your wealth
  • 02 Little champ option to secure your child’s future
  • 03 Systematic Withdrawal Plan for well planned retirement

plan definition

A ULIP that is designed for accumulating your wealth by having an option to pay systematically through monthly or other modes, growing your wealth by capitalizing on multiple choices of STPs and/or funds and utilizing your wealth by opting for SWP. UIN: 147L037V01

key features

1investment options

 

Choose one of the following investment options based on your profile and risk appetite:

1. Systematic Transfer Plan – STP offers two options to help manage your asset allocation as per your needs:

a. Life Stage & duration based STP

b. Profit target based STP

2. Self-Managed Strategy wherein your money will be allocated to your choice of fund(s)

2death benefit

 

For entry age of Life Insured being 1 year or more, death benefit payable is the sum of:

Highest of:

1. Fund Value; or

2. Sum Assured less relevant Partial Withdrawals; or

3. 105% of total premiums paid

AND

Highest of:

1. Top-up Fund Value; or

2. Top-up Sum Assured; or

3. 105% of total Top-up Premiums paid

3maturity benefit

 

Fund value is payable on survival of life insured till the end of policy term. Policyholder also has the option to receive the maturity proceeds in lumpsum or in instalments through Settlement Option

4enhance your fund value

 

This plan has 3 types of additions in the fund which enhance your fund value and reduce the total cost:

a. Loyalty Additions: Rewards you for continuously paying your premiums

b. Guaranteed Additions: Rewards you for staying invested

c. Booster Additions: Ensures effective growth of your fund value

 

Longer your policy term, higher will be the additions to your fund

*Note: Edelweiss Tokio Life – Payer Waiver Benefit Rider and Edelweiss Tokio Life – Waiver of Premium Rider won’t be offered under the Secured Income Option and with Single Premium Payment Option.

additional resources

product brochure

download pdf

sample contract

download pdf

product disclaimer

read

mortality charges

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customer testimonials

eligibility criteria

1 check your eligibility

customer testimonials

customer testimonials

liked our plan?

A ULIP having an option to pay systematically through Systematic Monthly Plan, growing your wealth by capitalizing on multiple choices of Systematic Transfer Plan and utilizing your wealth by opting for Systematic Withdrawal Plan.

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