LIC is going to launch a traditional limited premium paying endowment plan “Jeevan Labh Plan 836” on 4th January, 2016.
Beginning of financial year is considered as a tax savings season because employer start asking for tax-savings investment proofs to ascertain our tax outgo and employee start seeking tax-saving investment options. Thus LIC follows a practice of coming out with a new plan mostly at this time only.
Jeevan Labh is a limited premium paying endowment plan which means premium paying shall be less than the policy tenure and policyholder’s nominee will receive the maturity benefit together with any other benefits at the end of the policy term or on the death of the policy holder, whichever is earlier.
| Name | Description |
|---|---|
| Minimum Sum Assured (SA) | Rs.2 lakh, than in multiplication of Rs.10,000 |
| Maximum Sum Assured (SA) | No Limit |
| Minimum Entry Age | 8 years |
| Maximum Entry Age |
59 years (nearest birthday) for 16 years policy term 54 years (nearest birthday) for 21 years policy term 50 years (nearest birthday) for 25 years policy term |
| Policy Term | 16 years / 21 years / 25 years |
| Premium Paying Term | 10 years / 15 years / 16 years |
| Maximum Maturity Age | 75 years (nearest birthday) |
| Frequency of Premium Payment | Yearly, Half-Yearly, Quarterly or Monthly (through ECS only or salary deductions) |
On the death of life assured during the policy tenure, the nominee will receive the Sum Assured on Death together with the revisionary bonuses and Final Additional Bonus, if any.
However, death benefits shall not be less than 105% of the total premiums paid as on the date of death.
In case of life assured survives through the policy term, s/he will receive Sum Assured on Maturity together with vested revisionary bonuses and Final Additional Bonus, if any.
If buyer opted for this rider, an amount equal to sum assured will be payable if death occurs due to accident.
In case of permanent disability due to accident, future premium will be waived and the amount equal to Sum Assured is payable in 10 years equal monthly installments.
If policy holder opted for this rider, an amount equal to term assurance rider sum assured will be payable on the death of the life assured during the policy term.
Mr. Jain aged 35 years, bought Jeevan Labh plan for 16 years having a sum assured of Rs.3 lakh. For 16 years policy term, premium paying term would be 10 years which means after paying premium for 10 years he will continue to be covered for 6 years more.