IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana)

3.0% market share100.0% claims settledEst. 2017

In simple terms: you pay a fixed amount each year, and at the end of the term you get your cover amount back together with the bonus the insurer adds along the way. A traditional endowment (protection + savings) plan providing Sum Assured plus vested bonus on maturity or on death during the policy term.

परिपक्वता अनुमान

Rs
Rs 1.00 lakhRs 2.00 crore
वर्ष

अनुमानित परिपक्वता रकम

Declared bonus

Rate by policy term

Declared FY 2081/82

Policy termRate / 1,000Prev. year
0-9Rs 32Rs 32
10-14Rs 32Rs 32
15-19Rs 40Rs 40
20-24Rs 52Rs 52
25-29Rs 67Rs 67
30+Rs 70Rs 70

Recent years

FY 2081/82
Rs 32–70/ 1,000
FY 2080/81
Rs 32–70/ 1,000
FY 2079/80
Rs 32–70/ 1,000
FY 2078/79
Rs 32–70/ 1,000
FY 2077/78
Rs 30–70/ 1,000

Source: आईएमई लाइफ इन्स्योरेन्स declaration for FY 2081/82

Bonus rates are declared annually and are not guaranteed. Past rates do not guarantee future rates.

What's included

Key highlights

  • सरल र किफायती एन्डोमेन्ट योजना
  • विविध ऐच्छिक राइडर उपलब्ध
  • ऋण सुविधा र कर लाभ

Features

  • न्यूनतम बीमित रकम: रु.25,000
  • प्रवेश आयु: 18–65 वर्ष
  • नीतिहरूको अवधि: 5–52 वर्ष
  • मृत्युमा बीमित रकम + घोषित बोनस भुक्तानी
  • परिपक्वतामा बीमित रकम + घोषित बोनस भुक्तानी
  • सरेण्डर भ्यालु प्राप्त भएपछि ऋण सुविधा
  • कर लाभ उपलब्ध
  • एउटै योजना अन्तर्गत धेरै वैकल्पिक राइडरहरू उपलब्ध छन्
Terms and conditions
  1. 1.On Death of Policy holder during the policy term, Full Sum Assured Plus Vested Bonus, if any, will be paid to nominee/beneficiary.
  2. 2.On Survival till Maturity, Full Sum Assured Plus Vested Bonus, if any, will be paid to Policy holder.
  3. 3.Loan facility: After the policy acquires surrender value.
  4. 4.Tax Benefits.

आईएमई लाइफ इन्स्योरेन्स’s page for this plan

What happens in each case

Each plan pays out differently depending on what happens during the term. These are the situations that matter for this kind of plan.

  1. If the insured passes away during the term

    The nominee receives the sum assured plus the bonus built up to that date, and the policy ends.

    Typical for endowment plans — confirm the exact terms in the brochure.

  2. If the policy runs to maturity

    You receive the sum assured plus the bonus built up to that date as a lump sum on the maturity date.

    Typical for endowment plans — confirm the exact terms in the brochure.

  3. If death is caused by an accident

    With the accidental death rider, an additional amount is paid on top of the sum assured. The rider is optional and carries its own premium.

    Typical for endowment plans — confirm the exact terms in the brochure.

Optional riders

Accidental death (ADB)PTD / PWBCritical illness (CI)
  • दुर्घटना मृत्यु लाभ

    ऐच्छिक दुर्घटना मृत्यु राइडर

  • आय लाभ

    स्थायी पूर्ण अशक्ततामा ऐच्छिक आय लाभ

  • एकमुष्ट लाभ

    स्थायी पूर्ण अशक्ततामा ऐच्छिक एकमुष्ट लाभ

  • बीमाशुल्क छुट लाभ

    स्थायी पूर्ण अशक्ततामा ऐच्छिक बीमाशुल्क छुट लाभ

  • अन्त्येष्टि खर्च लाभ

    ऐच्छिक अन्त्येष्टि खर्च लाभ

  • घातक रोग लाभ

    ऐच्छिक घातक रोग राइडर

  • Accidental Death Benefit

    Optional accidental death rider

  • Income Benefit

    Optional income benefit on permanent total disability

  • Lump-Sum Benefit

    Optional lump-sum benefit on permanent total disability

  • Premium Waiver Benefit

    Optional premium waiver on permanent total disability

  • Funeral Expense Benefit

    Optional funeral expense benefit

  • Critical Illness Benefit

    Optional critical illness rider

Loan & liquidity

Policy loan
Available
Loan facility
Up to 90% of surrender value

Premium

Quote on request

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