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Categories / Unit-Linked

Unit-Linked

29 in-scope products. Different products win for different people — compare the trade-offs below, then open any product for the full read.

benchmark Legacy Income’s own/benchmark carriers in this category: TM Link Investasiku, TM Link ProteksiKu, TM Link Wealth Accumulation, TM Link Wealth Enhancement, TM Maximum Investment Plan Plus — labelled for reference; the analysis itself is unbiased.

How Unit-Linked products differ

Still building · 55% coverage

No product wins every dimension — these are trade-offs, not a scoreboard. Where the dataset can’t yet support hard medians, we show the observed range and the analyst’s read.

Entry annual premium qualitative
Rp 6,000,000/yr (Sun Solusi Bijak Premi Asuransi Berkala minimum)

Top-up (Premi Investasi Tunggal) minimum observed at Rp 1,500,000 (Sun Solusi Bijak)

Sum assured (× premium) qualitative

PAYDI death benefit is typically 100% UP + investment value; UP set as a multiple of premium, not a fixed schedule

Coverage horizon (age) qualitative

Observed: 99 · 100

Conventional PAYDI in this set run to age 99 (AIA MILA Plus, MVP, Bahagia Bersama) or age 100 (Sun Solusi Bijak)

Year-1 acquisition charge qualitative

Front-loaded acquisition charge is the dominant early-year drag and the root cause of weak years 1-5 surrender; industry-typical band for agency PAYDI is ~40-100% spread across years 1-3

Monthly admin fee qualitative

Admin fee is flat-rupiah and erodes small funds proportionally more

Fund management fee qualitative
2.5% p.a. (Sun Solusi Bijak Biaya Pengelolaan Investasi, custodian included)

Annual fund management charge; lower = better. Sharia siblings observed up to ~2.6% ujrah (2026-06-04 run)

Early-withdrawal penalty window qualitative

Surrender/withdrawal is punitive in early years across the category; the year 1-5 trap is the central mis-selling exposure

Loyalty / persistency bonus qualitative

Persistency bonuses partially offset front-loaded fees but only reward customers who do not surrender early

Analyst observations (9)
  • Post POJK 5/2022 (PAYDI) era — every active unit-linked product carries Risk-Based Investment Allocation, Quality of Service Standard, Fund Disclosure obligations.
  • Three structural archetypes: (a) Regular premium top-up (Maxi / SmiLink / Solusi Bijak family — most prevalent), (b) Single premium investment-oriented (X-Tra Invest / Maxima Anugerah family), (c) Hybrid term-payment with locked-in benefits.
  • Acquisition-charge front-loading is universal: years 1-5 typically 80-110% of basic premium consumed by acquisition + admin in regular-premium PAYDI products. Post-Y5 acquisition drops to 0% — driving the well-known 'invest after year 5' guidance.
  • Top-up premium is the conventional escape valve to avoid the acquisition-charge ratchet — typically 4-5% fee only, allocated 100% to fund.
  • Sharia UL products use Akad Wakalah bil Ujrah (single-fee) or Wakalah + Tabarru' (split-fee) — both disclosed clearly in RIPLAY Akad sections.
  • USD-denominated UL has narrow availability — primarily Sun Life X-Tra Wealth Link USD, Salam Hijrah Arafah USD; positioned for affluent cross-border (Singapore/JB-Iskandar) buyers.
  • Premium holiday is universally supported but resets surrender-charge clock; CSV during holiday remains charged.
  • Allianz LegacyPro (USD non-PAYDI life) sits adjacent to this category — competitive substitute when customer wants guaranteed-cash-value without market exposure.
  • Insurer-level patterns: Manulife dominates the count (14 of 42), Sun Life and TMLI mid-tier (3-5), Sharia coverage thin (6 of 42).

Coverage caveat: Unit-linked (PAYDI) per-product detail extraction remains ~11-18% across the 55 catalogued unit-linked entries (agency + dual-channel). Cross-product comparison in Section 5 of any unit-linked brief produced this run relies on qualitative observation plus structured peer references: the three Sun Life Syariah PAYDI briefs (maxima-anugerah, salam-hijrah-amanah-prima, manulife-mismart-syariah) produced 2026-06-04, and the four conventional PAYDI products analysed this run (sun-solusi-bijak, aia-bahagia-bersama, aia-mila-plus, aia-maxi-value-protection). Quantitative population statistics will firm up once unit-linked PDF coverage exceeds 60%. (sample: ~10 products)

29 of 29 shown

AIA Bahagia Bersama

AIA Financial Indonesia

AIA Bahagia Bersama ("Happy Together") is sold as a whole-of-life unit-linked plan that accompanies the customer through every life stage.

Full brief Insurer’s play ▸

Asuransi Brilliance Spektra Invest

Sun Life Indonesia

Asuransi Brilliance Spektra Invest adalah asuransi jiwa dan investasi dengan perlindungan jiwa dan perencanaan finansial.

Analysis pending

Asuransi Jiwa Smile Flexi Link

MSIG Life Indonesia

Unit-linked life insurance offering flexible protection covering life, health riders, and critical illness in one policy.

Analysis pending Insurer’s play ▸

Asuransi Jiwa Smile Optima Flexilink

MSIG Life Indonesia

PAYDI (unit-linked/investment-linked) life insurance product offering flexible coverage with investment fund choices.

Analysis pending Insurer’s play ▸

Asuransi Mandiri Elite Plan - Protection

AXA Mandiri

Rencanakan masa depan dengan perlindungan jiwa yang dikaitkan dengan investasi (PAYDI) hingga usia 100 tahun.

Analysis pending Insurer’s play ▸

Asuransi Mandiri Elite Plan Syariah - Prime

Syariah

AXA Mandiri Syariah

Analysis pending Insurer’s play ▸

Asuransi Mandiri WealthSignature USD - Plan Protection

AXA Mandiri

Asuransi Mandiri Wealth Signature USD - Protection, merupakan Asuransi Dwiguna Kombinasi yang memberikan perlindungan jiwa berupa Manfaat Meninggal Dunia hingga 1.200% Premi Dasar tahunan serta manfaat hidup berupa Manfaat Akhir Masa Asura…

Analysis pending

Asuransi Mandiri WealthSignature USD - Plan Saving

AXA Mandiri

Asuransi Mandiri Wealth Signature USD hadir sebagai solusi elegan bagi Anda yang ingin menjaga stabilitas nansial sekaligus mendapat perlindungan jiwa dalam mata uang Dolar Amerika Serikat (USD), melindungi orang-orang tercinta dengan pere…

Analysis pending

Asuransi Maxima Anugerah

Syariah

Sun Life Syariah

Asuransi Maxima Anugerah is the pilgrimage-protection sharia unit-link.

Full brief Insurer’s play ▸

Asuransi Salam Anugerah Ikhtiar

Syariah

Sun Life Syariah

Asuransi Salam Anugerah Ikhtiar is Sun Life Syariah's family-package PAYDI — a Sharia unit-linked whole-of-life structure where one policy covers a husband, a wife, and up to two children under a single contract running to the first partic…

Full brief Insurer’s play ▸

Asuransi Salam Hijrah Amanah Prima

Syariah

Sun Life Syariah

ASHA Prima is the pilgrimage-anchored sharia answer to "I want my family protected and my Hajj/Umrah journey covered, in a fully sharia structure." It is a sharia unit-linked policy (PAYDI) with a 5-year payment window and 25-year coverage…

Full brief Insurer’s play ▸

Asuransi Salam Hijrah Arafah USD

Syariah

Sun Life Syariah

Asuransi Salam Hijrah Arafah USD is the dedicated Hajj-savings unit-linked Syariah product, priced in dollars.

Full brief Insurer’s play ▸

Asuransi Sun Solusi Bijak

Sun Life Indonesia

Sun Solusi Bijak is Sun Life Indonesia's flagship regular-premium unit-linked policy — a lifelong protection-plus-investment wrapper that runs to age 100 and lets the customer pick from four investment sub-funds (money market to all-equity…

Full brief Insurer’s play ▸

Asuransi Sun Solusi Bisa

Sun Life Indonesia

Sun Solusi Bisa, unit link premi tunggal dengan perlindungan 85 tahun, bebas biaya dan manfaat kecelakaan.

Analysis pending

Mandiri Elite Plan Prime

AXA Mandiri

Analysis pending

Manulife Mismart Insurance Solution Syariah

Syariah

Manulife Syariah

MiSSION Syariah is Manulife's sharia unit-linked flagship — a PAYDI (investment-linked insurance) wrapped in a takaful (mutual-aid) structure.

Full brief Insurer’s play ▸

Maxi Infinite Link Assurance Plus (MILA PLUS)

AIA Financial Indonesia

MILA Plus is AIA's flagship "Infinite" unit-linked product — a regular-premium investment-linked policy (PAYDI, Premi berkala) distributed both through AIA agents and, prominently, through BCA bank branches (bancassurance).

Full brief Insurer’s play ▸

Maxi Value Protection

AIA Financial Indonesia

AIA Maxi Value Protection (MVP) is a protection-led PAYDI — a regular-premium unit-linked life policy whose real selling point is not the investment account but the health and critical-illness rider ecosystem AIA hangs off it.

Full brief Insurer’s play ▸

PRULink Investor Account

Prudential Indonesia

PRULink Investor Account membantu kelola investasi unit link secara fleksibel sesuai tujuan finansial.

Analysis pending Insurer’s play ▸

PRULink NextGen

Prudential Indonesia

PRULink NextGen menawarkan proteksi jiwa yang dikaitkan investasi dengan 8 manfaat utama.

Analysis pending Insurer’s play ▸

PRULink NextGen Syariah

Syariah

Prudential Syariah

Yakin Melangkah untuk perlindungan masa depan keluarga Anda

Analysis pending Insurer’s play ▸

PRULink Syariah Investor Account

Syariah

Prudential Syariah

Menjadi sehat bisa berikan kamu kesempatan miliki perlindungan komplit karena SehatPangkalBisa dengan Asuransi Tambahan Kesehatan PRUWell Health Syariah memiliki fitur PRUWell sebagai reward berupa k

Analysis pending Insurer’s play ▸

Sinarmas Optima Plus

MSIG Life Indonesia

Analysis pending

Smile Wealth Guard Syariah

Syariah

MSIG Life Indonesia Syariah

Smile Wealth Guard Syariah is a Syariah endowment, not a Syariah unit-linked.

Full brief Insurer’s play ▸

TM Link Investasiku

benchmark

Tokio Marine Life Indonesia

Analysis pending

TM Link ProteksiKu

benchmark

Tokio Marine Life Indonesia

Analysis pending

TM Link Wealth Accumulation

benchmark

Tokio Marine Life Indonesia

Analysis pending

TM Link Wealth Enhancement

benchmark

Tokio Marine Life Indonesia

Analysis pending

TM Maximum Investment Plan Plus

benchmark

Tokio Marine Life Indonesia

Analysis pending