Sunday, 14 October 2012

Endowment versus money back Policy


Selecting insurance products can be confusing. There are products like unit-linked insurance plan (Ulip) where the policyholder can choose to invest in different securities and get market-related returns. Then, there are plans that promise to return a fixed sum.

However, there have been two kinds of plans that have been popular with every person seeking insurance – endowment and money back plans. And there is a confusion that exists on the difference between the two. Here’s a primer:

Plans that return money during the policy tenure are money-back policies. These plans, usually, give a fixed percentage of the sum assured periodically. In a 15-year policy and sum assured of Rs 10 lakh cover, these plans could give 10 per cent of the sum assured on completion of three years, 15 per cent after six years and so on.

Endowment plans, on the other hand, pays the entire money only when the policy matures. This includes products that offer the entire premium back and policies that have part assured returns with bonus on policy Maturity.
Endowment Policy Vs Term Insurance

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