6.2% market share100.0% claims settledEst. 2022

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. You also receive part of the cover amount at set points during the term, not only at the end. A money-back life insurance plan that refunds fixed percentages of the Sum Assured at each policy anniversary which can be adjusted against renewal premiums. In case of death, full Sum Assured is paid to the beneficiary without deducting refunded amounts.

परिपक्वता अनुमान

Rs
Rs 1.00 lakhRs 2.00 crore
वर्ष

अनुमानित परिपक्वता रकम

Declared bonus

Rate by policy term

Declared FY 2077/78

Policy termRate / 1,000
10-14Rs 42
15-19Rs 42
20-24Rs 52
25-29Rs 60

Recent years

FY 2081/82
Rs 40–75/ 1,000
FY 2080/81
Rs 40–75/ 1,000
FY 2079/80
Rs 40–75/ 1,000
FY 2077/78
Rs 42–60/ 1,000

* Company-wide declared range — the plan's own term bands were not published that year.

Source: सूर्यज्योति लाइफ इन्स्योरेन्स declaration for FY 2077/78

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

What's included

Key highlights

  • वार्षिक ४%–६% सम्म फिर्ता (अप्शन अनुसार)
  • प्रवेश आयु १८–५० वर्ष
  • अधिकतम परिपक्वता आयु ६० वर्ष

Features

  • प्रत्येक नीतिको वार्षिक वर्षगाँठमा निश्चित प्रतिशत बीमांक फिर्ता
  • मृत्युमा पूरा बुनियादी बीमांक र बोनस (फिर्ता रकम कटौती नगरि) भुक्तानी
  • राइडरहरू: आकस्मिक मृत्यु, आकस्मिक पूर्ण स्थायी अपांगता, प्रिमियम माफी, क्रिटिकल इल्यानेस
Terms and conditions
  1. Fixed percentage of Sum assured paid annually as survival benefit:
  2. 10 years- 3 options (6%,5% and 4% respectively)
  3. 11-15 years 3 options (5%, 4.5% and 4% respectively)
  4. 16-20 years- 1 option (4% only)
  5. On maturity remaining % of sum assured with bonuses given
  6. On death basic sum assured plus accrued bonuses given without deducting the survival benefits already paid to beneficiary

सूर्यज्योति 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. Instalments already paid out along the way are not deducted from this amount.

    Typical for money-back plans — confirm the exact terms in the brochure.

  2. Along the way, while the policy is in force

    A set share of the sum assured is paid at fixed points during the term. The schedule on this page shows when each instalment falls due.

    Typical for money-back plans — confirm the exact terms in the brochure.

  3. If the policy runs to maturity

    You receive the balance of the sum assured plus the bonus built up to that date — the part not already paid as instalments.

    Typical for money-back plans — confirm the exact terms in the brochure.

  4. 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 money-back plans — confirm the exact terms in the brochure.

Optional riders

Accidental death (ADB)PTD / PWBCritical illness (CI)

Premium

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