Life Insurance Bonus; All You Need To Know

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Life Insurance Plan Bonus

Certain life insurance policies allocate a share of their profits as a bonus. This is an extra payment one receives in addition to the entitled basic sum assured.

Bonus

Traditional Policies

Bonus in life insurance is only offered in traditional life insurance policies. These include participating and Unit Linked Insurance Plans.

Policies

How Does It Work

Once an individual buys a traditional life policy, a part of their annual premium is invested in various funds such as government debts. Based on the returns of these investments, the insurer declares the bonus the policy has earned at the end of the financial year.

Investment

How Is It Paid

The bonus starts building up from the first year and is credited to the accounts of the policyholder at the end of the maturity period. If the policyholder passes away, the insurance company will give the accumulated bonus collected to the nominee.

How is it paid

No Bonus

If the policy is surrendered before maturity, there is no bonus.

No Bonus

How Is The Bonus Calculated

Insurance company gathers premiums from all policyholders to build a corpus for the beneficiaries. Most of this fund is invested in bonds or debt instruments. They evaluate investment returns and insurance obligations at the end of every financial year.

Compiled by Syed Muskan

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