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About

Endowment Plans give assurance of both savings from investment, as well as insurance cover. It protects with regular savings over a definite period of time so as to get a bigger lump sum amount along with benefits and bonuses at the end of the policy tenure. It can also help you secure your family’s future life with disciplined periodic investment before retirement to gain benefits post-retirement.

Types of Endowment Policies

Unit Linked Endowment

Under this policy, the returns depend on the market performance completely. The insurance premiums are segregated into separate specific investment funds as per the policyholder’s choice based on their risk appetite.

Full/With Profit Endowment

An amount equal to the death benefit is assured at the start of the policy tenure to the policyholder. The total payout at the end of the policy tenure includes sum assured plus the bonus.

Low Cost Endowment

Payments like loan repayments have to be done after a specific period of time. The Low Cost Endowment plan helps the policyholder to accumulate enough amounts over a period of time to be able to service the loan.

Non-profit Endowment

The endowment plans which do not participate in the profits generated by the company which are paid in the form of bonuses are called as Non-profit Endowment plans. However, guaranteed additions are assured by the insurer to generate returns for the insured.

Benefits of Endowment Policy

Maturity Benefits

Maturity Benefit is non-taxable. Once the tenure of the policy is over, the insurer pays an amount to the insured. This amount includes the total sum chosen by the insured and the bonus declared by the insurance company after every year.

Additional Bonus:

Reversionary Bonus – A bonus is added to the amount of a policy sum paid after the maturity of the policy or the death of the person insured.

Terminal Bonus – A Terminal bonus is a one-time bonus added to the sum of the policy either on death of the insured or maturity of the policy.

Rider Benefits:

Rider Benefits help to have a more secure policy for a particular situation a policyholder feels more likely to happen. These Riders can be accidental death cover, critical illness, disability, daily allowance in case of hospitalization, etc.

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