Categories: Insurance Planning

LIC’s Bonus rates for 2013-14 and Comparison

LIC declared it’s bonus rate on 6th September 2013. So let us see some big movers and changers this year. Surprising factor this year is the Jeevan Saral. I updated the comparision from my old post to till this declaration. I also highlighted with red colour wherever I found some changes in rates.

Note-LIC declared bonus rates for 2014-15. You can view the details in my recent post “LIC’s Bonus rates for 2014-15 and Comparison“.

You notice from above table that bonus rates are kept as it is for most plans. But major changes are for plan Jeevan Anand, Jeevan Tarang, Jeevan Shree 1 and Jeevan Pramukh. Hope policy holder will rejoice 🙂

Below is the LA table for Bima Nivesh and Komal Jeevan.

Now the surprising part about LA declaration will be about Jeevan Saral. Last year LA was declared based on the term of the policy. But this year LIC classified LA rate based on term and premium payment slab also. Below is the table showing the same change.

Hope I furnished the full details about the same.

 

BasuNivesh

View Comments

  • i am having a jeevan saral with yearly premium of 72000. policy term 12 years.
    what will be maturity amount approx?

  • sir myself having a jeevan saral plan for 15,years my yearly premium is 12254/- at the age of 26 in the year 2013
    my question is to u that can u give me an idea that how much I will get after maturity period

  • Hi,
    I am having a JEEVAN SARAL policy from LIC. I invested Rs 42035/- per year and 20 years plan.
    Can you please confirm that how much amount i will get after mature.

    Or
    As per current market i can get max if i was invested 20 years back.

    Thanks,
    Raj

  • I have Lapsed Policy (Lapsed since 11/2011) from LIC (Jeevan Saral) 165-25-25 with assured sum of rs 5,00,000/-.
    LIC has recently sent a revival plan (Of course with a certain Late Fee).
    Is it advisable to revive the Policy?
    Do You Need any other information to answer this query?

  • sir, I have 3 LIC POLICY. DETAILSS ARE GIVEN BELOW :
    POLICY NO. & NAME SUM ASSURED STARTING DATE COMPLETION DATE
    1. 551480396- endowment 25000 28 oct-2001 yly 28.03.2016
    2.556840352 samridih plus 25000 20.4.11 yly 20.4.15
    3.556841254 -do- 25000 10.5.11 10.5.15

    though the policy no 2&3, maturity date is 20.4.21 & 10.5.21, The RANCHI AGENT TOLD ME THAT IT CAN BE TAKEN THE MONEY AFTER 5 YEARS PAYING.

    NOW THIS IS MT REQUEST TO YOU ABOUT HOW MUCH I CAN GET MONEY FROM THESE AFTER MATURING, A LUMP SUM WILL BE SUFFICE.

    NOW MY SON IS WORKING IN BANGALORE, TCS. I DESIRE TO DO FOR HER PENSION AFTER 60 YRS. HE IS NOW 29 AND EARNING A PACKAGE OF 8LAKHS PER ANNUM.

    PLEASE LET ME KNOW, THE ABOVE. PARTICULARLY, HOW I CAN DO ANY PENSION POLICY FOR MY SON, WHAT WIJJ BE THE YRLY PREMIUM AND HOW MUCH HE CAN GET AFTER 60. I NEED ABOUT 70 TO 1 CRORRE AFTER HIS RETIREMENT. THANKING YOU..

    YOURS - ARUN KUMAR SENGUPTA

  • Hi Basavaraj,

    I need your help regarding my investment of close to Rs 49000 /yr for 20 yrs sum assured 10lacs back in 2008 in ING product, now known as "Exide Life Creating Life Child" . Frankly, I was quite novice while opting for it as I thought of saving some money for future of our kids. Is it still a good policy and advisable to continue as I am still not sure due to ambiguity and continuously changing the policy name and market conditions.

    Thanks in advance for your help and time.

    Regards,
    Prashant

    • Prashan-I strictly against any product which combines Insurance+Investment. I don't know exactly the fine prints of this product. Hence, I can not comment more.

  • I have ULIPs Yungstar Champion, Progrowth Super 2 and Wealth Multiplier by HDFC and Exide Prime Life. I have appx 5 years pending till maturity. Should i continue these?

    • Mahesh-Before that check the current valuation of these ULIPs and how they performed. Then go ahead for either continue or discontinue.

      • I did get call for Plan 814 The callers Mahi Sharma and Mayank Jaiswal say they are from LIC connugt place . Numbers called from 919711654717. They are aslo saying a person from LIC office Pune Shivajai nagar branch MR Prakash witll come for the document collection. And we can verify the ID .The Juicy offer is the Agent commision amount is being credited to policy holders account. 20% in the Ist year, 10% for the remaining years. Can LIC confirm this is true and correct, It sounds correct but I have my own doughts. How do you verify the Valid ID card.

        • Raj-Stay away, it seems a spam call. If you want to go with them then let them present in concerned branch and you submit all documents in front of Branch Manager of that branch.

      • Thnx for ur kind reply. If i compare with FD returns @ 10%, then i am at loss for last 5 years or u can say since commencement. I am not getting desired returns, and if i surrender, then they will deduct Surrender Chares as well. So, i want an advise on this. Thnx

        • Arun-Better you wait for days when your ULIPs are at 0% surrender charges. But waiting is not worth if it is not adding any returns to your investment.

  • Hi,
    I have jeevan shree policy since 2000 and have been paid all yearly premiums. Can i withdraw money after surrendering teme in 2016 or will i have to keep is as a floater till next 9 yrs.

    • Yes, precisely. I was told that one can withdraw money post 16 yrs (after paying premiums) and surrender this scheme or else can keep it as a floater for next 9 years and take some extra amount after 25 years. So my query is
      1) can i withdraw the money and surrender this policy. Leading to a closure
      2) If yes, what money will be there lump sum (16 yrs)
      3) If no, than what would be the total amount payable after 25 years
      Premium being paid by me was 24423.

      • Nitin-First check for surrender and paid up of policy values. Then dedice. In my view if it is near to maturity then don't surrender, instead make it to paid up.

  • I have Jeevan Shree (T No 112) taken in 2001 for Rs. 500,000. Term 25 (premium paying 16)

    Can you please share the approx amount that I will get after 25 years?

    • Bhupinder-What was your expectation while buying or what your agent told to you while selling?

  • sir, in 2008 i have taken jeevan anand(958/- monthly) and jeevan mithra(814/- monthly) policies for 250000/- each at the age of 29years. now i am planning to surrender the above policies and the same amount invest in mutual funds.i had 35,00000/- term policy, 50,00000/- accidental policy and 300000/- family health policy. so i need only returns.so please advice how much amount i will get whether surrender above endowment policies. suggest will i continue or surrender.
    thank you

Share
Published by
BasuNivesh

Recent Posts

Framing Effect in Behavioral Finance: Lessons for Investors

Do you know how the framing effect in behavioral finance shapes Indian investors’ decisions? Learn…

1 week ago

Gold Price History in India (1978–Present): Trends & Returns

Explore Gold Price History in India from 1978 to the present. Learn key trends, risks,…

2 weeks ago

New EPF and EPS Withdrawal Rules 2025: After Job Loss

EPF and EPS withdrawal rules after job loss explained with examples. Learn EPF liquidity, EPS…

3 weeks ago

New EPF Withdrawal Rules 2025: Major Changes with Examples

What are the new EPF withdrawal rules 2025 announced by EPFO? Learn 8 key changes…

3 weeks ago

Post Office MIS + RD Returns: Can You Really Earn 8.8%?

Social media claims Post Office MIS + RD gives 8.8% returns. Is it true? Find…

4 weeks ago

Jio BlackRock Flexi Cap: Don’t Let AI Hype Mislead You

Jio BlackRock Flexi Cap Fund debuts with AI-powered hype. But does BlackRock’s global performance and…

4 weeks ago