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Axis Max Life · Pension & Retirement

Smart Guaranteed Pension Plan

A non-linked annuity plan offering guaranteed pension options for life.

Axis Max LifeAnnuity

Key features

  • Guaranteed pension options
  • Single or joint life
  • Return of purchase price options as per brochure

Benefits of this plan

Goal based savings+

Plan for a child's education, marriage, or retirement income.

Life cover included+

Your family receives a benefit if something happens during the term.

Disciplined investing+

Regular premiums build a corpus over time.

Tax benefits+

As per prevailing tax laws.

How to buy through SP Insurance

  1. 1Share your goal, budget and how many years you can pay
  2. 2We get the official benefit illustration for your age and term
  3. 3Check guaranteed and non-guaranteed values with our advisor
  4. 4Submit KYC and the proposal; pay the first premium
  5. 5Receive the policy and set reminders for every renewal

Plan video

The official video for Smart Guaranteed Pension Plan will appear here soon. Ask our advisor for a quick explanation on call.

How and when the claim is paid

  1. 1On maturity, the insurer pays the maturity benefit to your bank account after you submit the discharge form and bank proof
  2. 2On death during the term, the nominee submits the claim form, death certificate, policy and bank details
  3. 3Payouts follow the benefit illustration and policy terms; our team helps with every form

Check before you buy

  • Annuity rates depend on age and option
  • Check the free look and surrender rules
Official Axis Max Life plan page and brochure

Family financial planning starts here

Axis Max Life

Pension & Retirement

Smart Guaranteed Pension Plan

Fill in the plan details and your name, mobile and email, then press Calculate. Your estimate and a branded PDF will appear here.

Approximate figures without discounts or benefits. The insurer sets the final premium after underwriting.

This page is a summary prepared by SP Insurance. The insurer's current brochure, prospectus and policy wording are the final reference for benefits, eligibility and exclusions.