Limited Payment Endowment

w.e.f. 15-12-1956

Table 48

General Policy Conditions

Underwriting Requirements

Policy Servicing

Min. age at entry

12 years

Female lives category

I/II/III

Policy Loan @ 9% Loan on Single Prem. Plan after completion of 1 year (90% of SV)

Yes

Max. age at entry

65 years (nbd)

Age Proof

Std./NSAP-1/2/3

Housing Loan

Yes

Max. maturity age

75 years (nbd)

Form No.

300 / 340

Assignment

Yes

Min. Term

5 years

Dating Back @ 8%

Allowed

Revival

Yes

Max. Term

25 years

Non-Medical General **

Allowed

Surrender of Policy

Yes

Max. Term for S.P.

50 years

Non-Medical (Professionals) **

Allowed

Survival Benefits

Yes

Min. S.A.

Rs. 50,000*

Non-Medical (Special) **

Allowed

Term Rider Option

Yes

Max. S.A.

Any amount

Risk Coverage

S.A. + Vested Bonus + FAB if any

Critical Illness Rider

Yes

S.A. in multiples

Rs. 5,000

Actual Sum Assured (ASA)

Basic S.A.

Key-Man Insurance

No

Modes allowed

All

 

 

 

 

Accident Benefit per 1000 S.A.

Re. 1 extra (except S.P.)

 

 

 

 

* Suitability

:

A flexible plan for the Policyholder to select PPT of his choice.

* Other details

:

Premium to be paid for a fixed term. However, the life risk coverage continues till the end of the policy term. 

* Maturity Benefit

:

On survival, Sum Assured + Bonus + FAB if eligible.

* Death Benefit

:

Death before the policy term, S.A. + Bonus is given to the nominee.

Example

:

Mr. Pramod takes a plan Under Table-48 for 3 Lakhs for 25 years. He opts to pay premium only for 15 years, Premium payment stops after 15 years. However, Policy continues to get bonus for full 25 years. On maturity at the end of 25 years, he receives Rs. 8,05,500 (Rs. 3,82,500 as bonus at an estimated Rs. 51 per thousand p.a. + Rs. 1,23,000 as Final Additional Bonus at an estimated Rs. 410 per thousand for 25 years). In case he dies before the policy term his nominee will receive S.A. + Bonus + FAB, if applicable.

 *

 For Single premium min. S.A. remains at 30,000 & there will be no DAB for Single premium.

**

 For limits see NMS Article

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RushatiINDIA & Associates

60(24/16) Vivekananda Road, Sukantapally

PO: Sheoraphuli, Dist: Hooghly, Pin: 712 223

Phone: +91- 9433235073

Email: [email protected]

Web: www.geocities.com/rushatiindia

 

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