IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana)

by IME Life Insurance

EndowmentParticipating
3.0% market share100.0% claims settledEst. 2017

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 traditional endowment (protection + savings) plan providing Sum Assured plus vested bonus on maturity or on death during the policy term.

Declared bonus

Rate by policy term

Declared FY 2081/82

Policy termRate / 1,000Prev. year
0-9Rs 32Rs 32
10-14Rs 32Rs 32
15-19Rs 40Rs 40
20-24Rs 52Rs 52
25-29Rs 67Rs 67
30 and aboveRs 70Rs 70

Recent years

FY 2081/82
Rs 32–70/ 1,000
FY 2080/81
Rs 32–70/ 1,000
FY 2079/80
Rs 32–70/ 1,000
FY 2078/79
Rs 32–70/ 1,000
FY 2077/78
Rs 30–70/ 1,000

Source: IME 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

  • Simple, affordable endowment
  • Multiple optional riders
  • Loan facility and tax benefits

Features

  • Minimum Sum Assured: NPR 25,000
  • No upper limit on SA (subject to underwriting)
  • Entry Age: 18–65 years
  • Policy Term: 5–52 years
  • Maximum Maturity Age: 70 years
  • Premium modes: Yearly / Half-yearly / Quarterly
  • Death benefit: Sum Assured + vested bonus
  • Maturity benefit: Sum Assured + vested bonus
  • Loan available after policy acquires surrender value
  • Tax benefits
  • Multiple Optional riders under single plan

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

    You receive the sum assured plus the bonus built up to that date as a lump sum on the maturity date.

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

Optional riders

Accidental death (ADB)PTD / PWBCritical illness (CI)

No optional riders are attached to this plan.

Questions about this plan

What kind of plan is IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana)?

IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana) from IME 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 IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana)?

The entry age for IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana) is 18 – 65 years.

How long does IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana) run?

The policy term for IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana) is 5–52 Years.

What bonus rate does IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana) earn?

For FY 2081/82, IME Life Insurance declared Rs 22–80 / 1,000 of sum assured on IME Simple Endowment Plan (IME Saral Sawadhik Bima Yojana). Bonus rates are set each year and are not guaranteed.

Premium

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