Retirement & Pension Planning
Retirement planning typically involves building a corpus and then converting that corpus into an income strategy. Insurance and pension products can play different roles depending on the desired level of certainty, liquidity and market exposure.
Products you can discuss with an advisor
Smart Pension Secure
Request current product details, eligibility information and official illustrations before making a decision.
Fortune Guarantee Pension
Request current product details, eligibility information and official illustrations before making a decision.
Saral Pension Plan
Request current product details, eligibility information and official illustrations before making a decision.
Shubh Flexi Pension
Request current product details, eligibility information and official illustrations before making a decision.
Questions to cover in your consultation
When do I want retirement income to start?
Your advisor can explain how this point affects product selection and suitability.
Do I need guaranteed income?
Your advisor can explain how this point affects product selection and suitability.
How much liquidity should remain outside the plan?
Your advisor can explain how this point affects product selection and suitability.
What happens to benefits after death?
Your advisor can explain how this point affects product selection and suitability.