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AVIVA Freedom Life Advantage | Features | Benefits

Aviva Freedom Life Advantage allows you to choose the proportion of savings and protection and change it subsequently, in line with your changing needs, with the option to pay premiums for as few as 5 years, through:

Specification -

  • Entry age: 2 to 60 years for single life and 18 to 60 years for joint life; (18-55 years and 18-50 years respectively for single life and joint life with riders).
    For Joint Life option, both the Life Assureds must be 18 years of age
  • Policy term:15 to 30 years (maximum age at maturity 75 years)
  • Premium payment term: 5 years or same as the Policy Term
  • Premium Payment Frequency: Annually, Half-yearly or Monthly
  • Annual Premium: Minimum Rs. 25,000 for PPT=PT and Rs 100,000 for PPT of 5 years; No limit on Maximum
  • Top-up Premium: Minimum Rs. 5,000; No limit on Maximum
  • Fund Options: Bond II,Protector II,Balanced II,Growth II, Enhancer II, Infrastructure, PSU and Index II Funds
  • Riders Available:Aviva Dread Disease (DD) Rider, Aviva Term Plus Rider

Benefits –

Death Benefit:

  • In the unfortunate event of your death, the amount of Life Cover or Fund Value, whichever is higher, shall be payable to the nominee along with accrued Loyalty Additions (if any)
  • Life Cover or Fund Value, whichever is higher, pertaining to top-up premiums, if any, shall also be payable
  • In case of death due to an accident between age 18 to 60, an additional amount under the in-built Accidental Dealth cover shall also be paid

Rider Benefit:

Additional benefits are payable if the following riders are opted on the life of the Life Insured:

  • Aviva Dread Disease (DD) Rider: additional amount equal to Aviva DD Rider Sum Assured is payable if you contract any of the 18 Critical illnesses covered or on Permanent Total Disablitliy due to an accident or illness. This rider payout does not impact benefits payable under the base plan
  • Aviva Term Plus rider: an additional amount equal to the Aviva Term Plus Rider Sum Assured is paid on death of insured

Loyalty Additions

  • You will be eligible for loyalty additions, if you continue paying all due premiums
  • The addition will be 3% of Fund Value at the end of year 10 and 1.75-2% of Fund Value at the end of every subsequent 3rd policy anniversary till the end of the Policy Term

Maturity Benefit:

  • On maturity, the Fund Value pertaining to both regular premiums and top-up premiums will be paid to the policyholder along with accrued Loyalty Additions, if any as on the maturity date.
  • Settlement option – This allows you to keep the money invested in the fund even after maturity and enables you to receive the same systematically over a period of 1 to 5 years. You can opt for this option at maturity

Tax Benefit:

  • The Policy offers tax benefits as per the prevailing laws of the Income Tax Act, 1961. Tax laws are subject to change

This illustration is for a male aged 35 years, opting for minimum Sum Assured, pays premiums yearly and invests 100% into the Enhancer Fund-II (Premium Paying Term = Policy Term) and does not opt for the riders.

*Refer to the policy brochure for disclaimers

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