Jeevan Ratna (Limited-Pay Endowment)

by Asian Life Insurance

EndowmentParticipatingCode 11
5.2% market share100.0% claims settledEst. 2008

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. A limited-pay endowment policy where premiums are paid for a limited period to secure long-term insurance benefits. Sum assured starts from NPR 50,000.

Declared bonus

Rate by policy term

Declared FY 2081/82

Policy termRate / 1,000Prev. year
0-14Rs 45Rs 45
15-19Rs 48Rs 48
20-24Rs 55Rs 55
25 and aboveRs 62Rs 62

Recent years

FY 2081/82
Rs 45–62/ 1,000
FY 2080/81
Rs 45–62/ 1,000
FY 2079/80
Rs 45–65/ 1,000

Source: Asian Life Insurance declaration for FY 2081/82

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

Maturity estimator

Rs
Rs 1.00 lakhRs 2.00 crore
years

Estimated value at maturity

What's included

Key highlights

  • Limited-pay structure for long-term protection
  • Surrender value and loan facility after 3 years
  • Payment-mode discounts availiable

Features

  • Entry age: 18 years-60
  • Minimum term: 5 years, Maximum term: 54 years
  • Minimum sum assured: NPR 50,000
  • Surrender/surrender value available after 3 years' premium payment
  • Loan against policy available after 3 years
  • Discounts for higher sums assured and for payment modes
  • Available riders: Accidental Death Benefit (ADB); ADB+PTD+PWB

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, and the policy ends.

    Typical for endowment plans — confirm the exact terms in the brochure.

  2. If the policy runs to maturity

    This plan states: Sum assured plus declared bonuses (participating policy)

  3. 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 endowment plans — confirm the exact terms in the brochure.

Optional riders

Accidental death (ADB)PTD / PWBCritical illness (CI)
  • Accidental Death Benefit (ADB)

    Additional benefit covering death caused by an accident

  • ADB + PTD + PWB

    Covers accidental death together with permanent disability and premium waiver benefits

Loan & liquidity

Policy loan
Available
Surrender allowed
After 3 years
Paid-up value
Yes
Partial withdrawal
No

Questions about this plan

What kind of plan is Jeevan Ratna (Limited-Pay Endowment)?

Jeevan Ratna (Limited-Pay Endowment) from Asian Life Insurance is an endowment plan that pairs savings with life cover for a single adult, and suits people who want a guaranteed amount on a fixed future date.

Who can buy Jeevan Ratna (Limited-Pay Endowment)?

The entry age for Jeevan Ratna (Limited-Pay Endowment) is 18 – 100 years.

How long does Jeevan Ratna (Limited-Pay Endowment) run?

The policy term for Jeevan Ratna (Limited-Pay Endowment) is 10 – 30 years.

How much cover can I take on Jeevan Ratna (Limited-Pay Endowment)?

The sum assured available on Jeevan Ratna (Limited-Pay Endowment) is From Rs 50,000.

What bonus rate does Jeevan Ratna (Limited-Pay Endowment) earn?

For FY 2081/82, Asian Life Insurance declared Rs 42–75 / 1,000 of sum assured on Jeevan Ratna (Limited-Pay Endowment). Bonus rates are set each year and are not guaranteed.

What is paid when Jeevan Ratna (Limited-Pay Endowment) matures?

Sum assured plus declared bonuses (participating policy)

Which riders can be added to Jeevan Ratna (Limited-Pay Endowment)?

Jeevan Ratna (Limited-Pay Endowment) can be taken with the following optional riders: Accidental death (ADB), PTD / PWB, Critical illness (CI). Each rider carries its own premium.

Premium

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