Difference Between LIC Jeevan Anand and New Jeevan Anand Policy

LIC Jeevan Anand and New Jeevan Anand Policy
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Introduced by LIC Corporation of India LIC Jeevan Anand’s policy is a whole life plan cum endowment plan. As a non-linked participating policy this policy offers a double death benefit plan in case of the survival of the policyholder till the end of the policy tenure. This plan offers financial security to the family of an individual against all types of emergencies. The LIC New Jeevan Anand policy also safeguards the financial liquidity of the insured by providing them with a loan facility.

Also read: LIC New Endowment Plan 814 Maturity Calculator Details

Benefits of LIC Jeevan Anand Policy

In case if all the premiums are fully paid by the insured then you can avail of a host of benefits offered by the policy:

1. Death Benefit

The death benefit is applicable in case of expiration of the policyholder during the term of the policy. If the insured dies before the policy terms conclude, the beneficiary of the policy receives a lump sum consisting of the sum assured amount and any additional bonus.

The death benefit sum assured determines the higher value between 125 percent of the basic sum assured or the annualized premium in multiples of 10, excluding the rider premium.

2. Maturity Benefit

Maturity benefit is payable to the insured in the case when the policyholder survives till the completion of the policy tenure. Under this, a basic sum assured amount along with the bonus is payable to the insured at the end of the policy term.

3. Accidental Benefit

Up to the age of 70 of the policyholder, if he/she dies due to an accident, an extra sum assured of Rs5,00,000 is payable as a lump sum to the nominee of the policyholder.

In case of permanent disability due to an unforeseen accident, the insured receives a sum assured amount in monthly installments until the completion of the policy tenure.

4. Add-on Benefits

By paying some extra amount of premium onto the basic premium you can avail yourself of the options for some optimal benefits that you can add to the basic plan.

5. Participation in Profits

The LIC Life Insurance’s New Jeevan Anand Policy is a participating plan wherein the policyholder actively participates in the earnings of the LIC and consequently receives a Simple Reversionary Bonus declared by the Corporation.

However, if the policy is in full force the same shall take place only during the policy tenure.

6. Guaranteed Surrender Value

The policyholder is offered a guaranteed surrender value of 30%. If the insured surrenders the policy after three years, the insured receives the surrender value, which excludes the first year’s premium and consists of the basic premium paid.

The LIC can pay more than the guaranteed surrender value or an equal amount of money depending upon various factors such as the economic environment and various other factors.

Also read: LIC New Bima Gold Plan 179 Maturity Calculator

LIC Jeevan Anand Policy – Eligibility Criteria

  • The minimum entry age of the policy starts from 18 years – 65 years
  • To purchase the policy one needs to fill out the application form thoroughly with the right information
  • The policy can be bought with a minimum period of 5 years to 57 years.
  • The plan is profitable for people of all age groups who want to protect their families from all types of financial risk in the absence of death.
  • According to your convenience, you can pay the premium on a yearly, half-yearly, quarterly, and monthly basis.
  • The minimum sum assured (basic) under the plan is Rs. 100,000
  • There is no limit to the maximum sum assured under the LIC New Jeevan Anand Policy (Basic Sum Assured is always in a maximum figure of Rs. 5000/)

Key Features of LIC Jeevan Anand Plan

The following were the noteworthy characteristics of this plan from Life Insurance Corporation:

  • Premiums had to be paid throughout the policy period.
  • Insurance was done for the whole life of an individual.
  • Disability and accidents followed by death were covered.
  • A minimum age of 18 years and a maximum age of 50 years were the criteria for entry age.
  • The maximum maturity age was 75 years.
  • The full benefit amount was paid to the insured person if he/she survived till the end of the policy term.
  • The nominee was authorized to get the maturity claim in case the insured one passed away for any reason.
  • There was a deduction on the premium if the greater sum assured was chosen by the customer.
  • The premium paying term was the same as the policy term.
  • The policy term was 15 years minimum and 35 years maximum.
  • Rs, 100,000/ was the lowest limit for a sum assured.
  • 80% of the premium was provisioned to be paid to the nominee of the policyholder if he/she committed suicide within 1 year of the commencement of the scheme.

Besides the above-listed features, this plan gives the following benefits:

  • Accrued bonuses.
  • Death benefits to the nominee when the policyholder dies before the maturity period.
  • The death benefit involved 125% of the basic sum assured along with ten times the annual premium and 105% of the gross premium.

Inclusion and Exclusion of LIC Jeevan Anand Policy 

Inclusions

  • Dual protection regarding disability and life risk was covered.
  • Suicidal recovery had been included.
  • Backdating interest was taken into account.
  • Proposal form no. 340 & 300 had to be filled.
  • Riders were included.
  • Home loan surety.
  • Grace time of 30 days

Exclusion

No rebate was provisioned to offer for the sum assured up to Rs 2, 00,000/.

Documents Required for LIC Jeevan Anand Policy

  • Proposal form
  • Age proof
  • Address proof
  • Identity proof
  • Photograph(s)
  • Medical proof(s)

Claim Procedure of LIC Jeevan Anand Policy 

  • Fill out the NEFT form first
  • Fill Discharge form
  • Copy of bank passbook
  • Policy bond formality
  • Accident supporting papers
  • Death certificate
  • Medical report in support of any disability
  • Submit all the above-listed papers and go for the claim

LIC New Jeevan Anand Policy

LIC New Jeevan Anand launched by LIC Life Corporation of India is a non-linked participating policy that offers profit of savings and protection combined at the same time. This combined profit secures monetary protection of the policyholder’s family against his demise. In case the policyholder survives till the entire policy tenure, the policy ensures a lump sum payment once the tenure of the policy comes to an end. The New Jeevan Anand Plan provides financial liquidity as well as a loan facility for protection to the insured.

Key Features of LIC New Jeevan Anand Policy

  • LIC New Jeevan Anand Plan provides guaranteed returns along with the bonus facility.
  • The life cover under the New Jeevan Anand Policy can expand till the death of the policyholder.
  • Benefits of add-on coverage, such as Disability Benefit Rider and Accidental Death Benefits can also be avail by the insured under the plan.
  • The policy offers a rebate in case the policyholder opts for a higher sum assured.

Also read: LIC Jeevan Anand Plan 149 Maturity Calculator

Benefits of LIC New Jeevan Anand Policy

Here are some benefits of LIC New Jeevan Anand Policy:

1. Death Benefit

If all premiums of the policy have been duly paid, the policyholder can avail of the benefits offered by the policy. In the event of the policyholder’s sudden death during the policy tenure, the beneficiary receives a lump sum consisting of the assured sum and the allotted bonus. The Sum Assured, in this case, is higher than 125 percent of the Basic Sum Assured or annualized premium multiplied by 10.

However, the death benefit under the LIC New Jeevan Anand Policy shall not be lower than 105% of the total premiums paid till the date of death.

NOTE: The premiums referred to in the above statement do not include rider premiums (if any), service tax, or extra premiums.

In the case of the policyholder’s demise after the policy tenure is over: On the maturity of the policy after the completion of the policy term, the Basic Sum Assured is payable to the nominee in such case.

2. Benefits by the end of the Policy

In case the insured survives the entire term of the policy, then with the completion of the policy term, the Basic Sum Assured along with the final additional bonus (if any) and the vested simple reversionary bonus is payable in a lump sum. However, the benefit shall be payable only if all the premiums have been duly paid.

3. Participation in Profits

The Life Insurance Corporation declares a Simple Reversionary Bonus for policyholders participating in the earnings of the LIC under the New Jeevan Anand Policy, which is a participating plan.

However, if the policy is in full force the same shall take place only during the policy tenure. When the death claims have been made under the policy or when the survival benefit is due the policy might also result in the final additional bonus in the year. However, the policy should be in full force and should have completed a certain specified minimum term.

Optional Benefit

Accidental Disability and Death Benefit Rider

In the event of the insured’s death due to an accident during the policy term, the beneficiary receives the Accident Benefit Sum Assured as a lump sum, in addition to the death benefit specified under the LIC New Jeevan Anand Plan. This benefit is available as an add-on cover, obtainable by paying a nominal amount of additional premium.

In the case of a permanent disability arising out of an accident during the policy term, then the Sum Assured under the Accidental Benefit Rider will be payable to the beneficiary in equal monthly installments over 10 years. Also, the future premiums for the basic sum assured as well as the rider will be waived.

Key Factors of the LIC New Jeevan Anand Policy

  • One can get a guaranteed return on the plan along with the bonus facility.
  • The life coverage of the insured expands until the demise of the policyholder under LIC Jeevan Anand’s Policy.
  • Under the plan, the policyholder can take advantage of add-on coverage such as accidental death benefit and disability rider.
  • In case as an ins, ured you opt for a higher sum assured then in that case the policy offers a rebate.

Eligibility Conditions for the LIC New Jeevan Anand Policy

  • The minimum sum assured (basic) under the plan is Rs. 100,000
  • There is no limit to the maximum sum assured under the LIC New Jeevan Anand Policy (Basic Sum Assured is always in a maximum figure of Rs. 5000/-)
  • The minimum entry age for the policy is 18 years.
  • The maximum entry age for the plan is 50 years.
  • The maximum maturity age is 75 years for this policy.
  • The minimum term of the policy is 15 years
  • The maximum policy term is 35 years

You can avail of LIC New Jeevan Anand online in a simple and hassle-free way, providing various benefits.

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