Monday, September 9, 2013

The Whole Life Plans

These are an important group of conventional insurance products. Ideally they are Plans where premiums are payable till death and claims are payable on death. There should not be any maturity claim in a whole life policy. These policies are best suited to pay estate duty or other similar taxes that a person’s estate becomes liable on his death. But companies have devised many features that project their Plans better than the Plans of competitors. In marketing, especially financial service marketing, it is the perceived benefits that rule the roost. There are with profit whole life plans as well as without profit whole life plans. There are life long premium paying policies and limited period premium paying policies. There are whole life plans that allow conversion to endowment plan after passage of a stipulated period. In one whole life plan of the Life Insurance Corporation of India premiums are payable till 80 years of age of the life assured or for 35 years whichever is more. However in a variation of this Plan premiums can be paid as single premium or in limited number of years, for example 7 or 8 years. Non-forfeiture regulations (see Post on the topic under the label ‘Policy’) are applicable to whole life policies. Some life insurers may opt to give a maturity claim on whole life policy at 80 or 100 years of age of the life assured.

Key words:

Conventional insurance products
Whole life Plan
Estate duty
Maturity claim


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