Friday, August 23, 2019

JEEVAN LABH - 836

JEEVAN LABH - KEY FEATURES


High Bonus Attracting Plan
Premiums need to be paid for less number of years than Maturity year
Ideal Plan for planning Child's Education and Marriage
Options to avail accidental benefit and term riders
Paid premiums are exempted from income tax under 80C
Maturity amount is tax free under 10 (10D)



                Jeevan Labh (836) with an Example

Sum Assured (Rs.)
12,00,000
Age (Years)
29
Policy Term(Years)
25
Premium Paying Term
16
Purchase Year
2016
Yearly Premium (Rs.) (Without ST)
54,385
Total Paid Premium (Rs.)
8,70,160
(To know premium with prevailing service tax (ST) and benefits as per your details, please use Premium Calculator and Maturity Calculator for this plan.)
So, as per above example, policy holder needs to pay the premium of Rs. 54,385 per year for 16 years(Premium Paying Term) and after completion of 25 years (Policy Term). The benefits (maturity & Year-wise death claims) related to this plan is given below. The following illustration has been prepared as per 2015-16 bonus rate(Latest).
Maturity Details
If Policy holder survives 25 years, then Maturity (Sum Assured + Bonus +FAB) will be as under.
Maturity Year
Age at Maturity
Total Premium Paid
Maturity Amount (Approx.)
2041
54
870160
3240000
Death Claim Details
In case of death during policy term ( Before 25 years ), Sum Assured + Bonus + Final Addition Bonus (Normal Life Cover) will be paid to nominee. In case of accidental death, additional amount equal to Sum Assured along with Sum Assured + Bonus + Final Addition Bonus (Accidental Life Cover) will be paid to nominee. Year-wise and Age-wise Normal Life Cover and Accidental Life Covers will be as follows.
How to Understand Following Table
Suppose if, unfortunate death of policy holder happens in year 2027 (at age 40), then by that time total premium paid will be Rs. 6,52,620 and nominee will get death claim as Rs. 19,20,000 in case of normal death or Rs. 31,20,000 as accidental death claim in case of death due to accident and policy will stop.
Year
Age
Total Paid Premium
Normal Life Cover (Approx.)
Accidental Life Cover (Approx.)
2016
29
54385
1260000
2460000
2017
30
108770
1320000
2520000
2018
31
163155
1380000
2580000
2019
32
217540
1440000
2640000
2020
33
271925
1500000
2700000
2021
34
326310
1560000
2760000
2022
35
380695
1620000
2820000
2023
36
435080
1680000
2880000
2024
37
489465
1740000
2940000
2025
38
543850
1800000
3000000
2026
39
598235
1860000
3060000
2027
40
652620
1920000
3120000
2028
41
707005
1980000
3180000
2029
42
761390
2040000
3240000
2030
43
815775
2136000
3336000
2031
44
870160
2202000
3402000
2032
45
--
2274000
3474000
2033
46
--
2346000
3546000
2034
47
--
2448000
3648000
2035
48
--
2520000
3720000
2036
49
--
2640000
3840000
2037
50
--
2784000
3984000
2038
51
--
2940000
4140000
2039
52
--
3060000
4260000
2040
53
--
3240000
4440000
Above example has been prepared for illustration purpose only. The Bonus rate has been taken as Rs. 50 per thousand of sum assured which is as per last declared and FAB rate as Rs. 450 per thousand of sum assured. for More details, please refer to LIC Website and in case of any query please write your comment below.


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