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Citibank Financial planning services

Children's Education Plans:
Your children's finest hopes and dreams are built on the foundations that you lay for them.

Alico Income Builder Plan: An Education plan designed to give a guaranteed regular income to pay your child’s anticipated college expenses. You can choose optional insurance riders to guarantee sufficient funds are available in the unfortunate event of death/disability.

Retirement Plans:
We can offer you personalized retirement solutions to help you to take control of your retirement life and secure your financial future.

Alico Income for Life: A unique pension plan with a fixed premium paying term of only 5 years. You can choose to start regular pension whenever you want and this income is guaranteed by ALICO for at least 20 years.

Wealth Accumulation Plans:
Whatever your investment goal purchase of house, dream car, daughter’s wedding, a holiday there is a wealth accumulation plan for you.

Zurich Invest Plus: A flexible international wealth accumulation plan in which you can choose from a range of mutual funds from leading fund houses to build a corpus for your goal.

Alico Super Saver: A versatile wealth accumulation plan that provides a wide choice of investment options across different asset classes.

Protection Plans:
Protect what matters to you most through protection plans from leading insurance companies.

Zurich Invest Plus Lifelong:
Provides adequate life insurance cover to help you protect your family's financial future. Life insurance cover under this plan can be valid till age 95 and also offers options for additional insurance cover for critical illness, permanent disability, accidental death etc.

Alico My Life:
A variable universal insurance plan that is very affordable and flexible. It provides you with a choice of flexible premium scenarios, starting from the age of 10 years up to 95.

To discuss how these products might fit in your portfolio; stop by your nearest Citibank branch to speak with a registered Wealth Management Consultant

Important Information:
Invest Plus and Life Long are underwritten and issued by Zurich Life International. Supersaver, My Life, Income for Life and Income builder are underwritten by Alico. InvestPlus and Life Long are subject to Zurich Life International terms and conditions. Supersaver, My Life, Income for Life and Income builder are subject to Alico terms and conditions. Citibank N.A will not be responsible if any application/claim is rejected. Citibank N.A does not offer insurance advice or underwrite or issue insurance policies. Citibank N.A provides customer support to the customer receives payments from the customer and forwards them to Zurich Life International and Alico. Premiums paid by the customer for this insurance plan are not a bank deposit or other obligation of, or guaranteed by Citibank N.A, Citigroup or any of their affiliates and are subject to risks and possible loss of the principal amount invested. Investment products are not insured by government or governmental agencies in any ways unless stated otherwise.

Please remember that past performance is not a guarantee of future performance and illustrations of past performance should not be considered as indication or guarantee of future performance. The value of any investments or fund can fluctuate and the income from them can fall as well as rise as a result of market or currency fluctuations and you may not get back the amount originally invested. Further the value of your plan can further reduce by future taxes or levies applicable to Zurich International Life or Alico. The plan will be administered in accordance with the terms & conditions and the plan schedule, which together with the plan application and other written submissions provided forms the binding contractual terms.

You should obtain a copy of Terms & conditions of the plan & read it carefully to it's entirety before you sign up for the plan.