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/saving-investment plan that pays the sum assured in three instalments during the policy term (33%, 33%, 34% + bonus) and continues for a 20-year extended term paying 5% of sum assured annually. Death risk is covered during the policy term and the extended period.

परिपक्वता अनुमान

Rs
Rs 1.00 lakhRs 2.00 crore
वर्ष

अनुमानित परिपक्वता रकम

Declared bonus

Rate by policy term

Declared FY 2080/81

Policy termRate / 1,000Prev. year
15-19Rs 45Rs 45
20-24Rs 50Rs 50

Recent years

FY 2081/82
Rs 40–75/ 1,000
FY 2080/81
Rs 45–50/ 1,000
FY 2079/80
Rs 43–50/ 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 2080/81

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

What's included

Key highlights

  • न्यूनतम बीमाङ्क: रु.500,000
  • पालिसी अवधी: 12/15/18/21 वर्ष
  • विस्तारित अवधि: 20 वर्ष, 5% सालाना भुक्तानी

Features

  • बीमा अवधिमा ३ किस्तामा धन फिर्ता (33% / 33% / 34% + बोनस)
  • पारिचयपछि २० वर्षको विस्तारित अवधि र हरेक वर्ष ५% बीमाङ्क भुक्तानी
  • गारन्तीकृत २००% बीमाङ्क फिर्ता (उल्लिखित)
  • मृत्यु हुँदा पूरा बीमाङ्क सहित बोनस तिर्ने
  • बीमा अवधी: 12/15/18/21 वर्ष; प्रिमियम भुक्तानी अवधि समान
  • राइडर विकल्प: आकस्मिक मृत्यु, आकस्मिक स्थायी अपाङ्गता, प्रिमियम वेभर, क्रिटिकल इलनेस
Terms and conditions
  1. Maturity benefit
  2. The sum assured plus bonuses will be paid at maturity of the policy
  3. Survival benefit
  4. Additional 5% on sum assured will be returned every year for an extended period of 20 years
  5. Death in extended period benefit
  6. If the death occurs anytime during the extended period of 20 years, basic sum assured-survival benefits paid will be deducted and paid to the beneficiary
  7. On the death
  8. The sum assured minus the return on sum assured paid anually will be given to the nominee

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)
  • दुर्घटना मृत्यु लाभ (ADB)

    दुर्घटनाबाट मृत्यु भएमा थप लाभ।

  • दुर्घटनाजन्य पूर्ण स्थायी अशक्तता (TPD)

    दुर्घटनाबाट पूर्ण स्थायी अशक्तता भएमा आधारभूत बीमाङ्क १२० मासिक किस्तामा।

  • बीमाशुल्क छुट सुविधा (PWB)

    दुर्घटनाबाट पूर्ण स्थायी अशक्तता भएमा भविष्यको बीमाशुल्क छुट।

  • घातक रोग लाभ (CI)

    निर्धारित १८/३५ घातक रोगको निदान भएमा एकमुष्ट लाभ।

  • Accidental Death Benefit (ADB)

    Additional benefit on accidental death.

  • Accidental Total Permanent Disability (TPD)

    Additional benefit equal to basic sum assured payable in 120 monthly installments.

  • Premium Waiver Benefit (PWB)

    Future payable premiums are waived after accidental total permanent disability.

  • Critical Illness Benefit (CI)

    Lump-sum benefit on diagnosis of a defined 18/35 critical illness.

Loan & liquidity

Policy loan
Available
Surrender allowed
After 3 years

Premium

Quote on request

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