Dedicated To Mumbai
Home > Business & Investment > Best performing insurance policy

Best performing insurance policy

Monday, February 28, 2011
By Manoj Aswani

Policy Snapshot
Tata AIG Maha Life Gold which has been in the market since 2003 is one of the best performing insurance policies of Tata AIG Life Insurance Company. It is a whole life insurance policy that participates in the company’s profits and offers guaranteed income till the policyholder reaches the age of 100.
Key Features

  • Life cover till the age of 100
  • Guaranteed annual cash payment of 5% of Sum Assured from the 10th policy anniversary year
  • Limited premium paying term of 15 years
  • Cash dividends from the 6th policy year onwards
  • Choice of additional covers / riders

Death Benefit
In the event of death of the policy holder, the nominee gets the entire sum assured + 5% of Guaranteed Cash accumulated every year + Dividends / Bonus declared by the company.

In case the policyholder dies before the age of 4, the following payouts would be payable: 
    Age at the time of death    Amount Payable (Rs.)
    0    20% of sum assured
    1    40% of sum assured
    2    60% of sum assured
    3    80% of sum assured

Maturity Benefit
On maturity of the policy, the policyholder gets the Sum Assured plus final guaranteed coupons

Eligibility Criteria
Minimum Premium    Rs.2,500
Minimum Sum Assured    Rs.25,000 (per Rs.1000 increment)
Maximum Sum Assured    No limit
Minimum Age at Entry    30 days
Maximum Age at Entry    60 years
Maximum Age at Maturity    100 years
Premium Payment Term    15 years
Mode of Premium    Yearly, Half-Yearly,

Quarterly and Monthly
Riders – Some additional benefits can be taken in the form of riders by paying extra premium
1.    5 year renewable term rider
2.    10 / 15 year term rider
3.    Term to age 60 rider
4.    Accidental Death Benefit (ADB) rider
5.    Accidental Death and Dismemberment (Long Scale)
6.    Accidental Death and Dismemberment (Short Scale)
7.    Critical illness rider (Lumpsum Benefit)
8.    Critical illness rider (Accelerated Benefit)
9.    Waiver of premium rider

Automatic Premium Loan
In case the policyholder is unable to pay the premium within the grace period, the premium that is due can be provided as an automatic loan. Guaranteed

Surrender Value

The policy assures a guaranteed amount of surrender value which is equal to 30% of the total amount of basic premiums paid excluding the 1st year premium and all extra premiums of the basic policy. This is referred to as the guaranteed amount of cash value of the policy.

Income Tax Benefits
The premiums paid under this policy are eligible for exemption from taxable income as per section 80C
Maturity proceeds from this policy are also eligible for tax exemption as per section 10(10D)

Reinstatement
In case the policy has lapsed, the policy holder has the option to reinstate the same within 5 years after the due date of the premium in default. This however is at the sole discretion of Tata AIG whether to allow reinstatement or not.

Facebook
Tweet
COMMENTS
No Comments Posted
POST YOUR COMMENTS
Name:  
Email:    
Comments:
 
From my youth days, I have a problem of being ove
Dr. Rajan B. Bhonsle, M.D. (Bom)
Consulting Sex Therapist & Counsellor
Dr. (Mrs.) Minnu R. Bhonsle, Ph.D.
Consulting Psychotherapist & Counsellor
Astrology
Select Sun sign:
 
Aries (Mar 21 - Apr 20)
Aries (Mar 21 - Apr 20)You may find it difficult to meet your target at work inviting censure of a senior. Rather than giving weak explanations it is better to admit that you had taken the issues for granted and that you will now expedite the matter and conclude to everyone’s satisfaction. Those in love will find their beloved drifting away, maybe that could be one of the distractions making you neglect work. It is better to concentrate of work and handle personal issues later.
- Advertising -
Read More