Bajaj Allianz Group Term Care

In a world where uncertainties and bad luck can daunt you at any point of time, a sense of financial security means a lot. And when it comes to getting financial security and stability, what other than an affordable insurance cover comes to the mind. Bajaj Allianz Group Term Care helps you get not only adequate cover, but also the premiums would be returned on maturity of the policy. It is a single premium, non-participating and non-linked group insurance plan to share your financial burden at the time of need.

 

Policy set-up

A scheme under the policy can be set-up for:

    EE (Employer-Employee) group

    Non EE (Employer-Employee)/homogenous group as approved by the Insurance Regulatory and Development Authority IRDA

 

Policy features

    The members under the policy pay out just a single premium and get benefits for the entire term of membership

    In case the member dies an untimely death, the amount of sum insured is paid as the death benefit.

    On the maturity of the policy, on the basis of the term of membership, up to 100 percent of the premium (single) paid by the member is returned to him or her.

    On selecting higher amount as sum insured, attractive rebates are also given.

 

Policy Benefits

Death benefit

In the event of unfortunate death of a member, death benefit is paid. It is the amount of sum insured. Once the benefit is paid, the membership would come to an end.

 

Maturity benefit

On maturity of the policy, a certain amount of the premium (single) of the member would be paid back to him or her. Take a look at the table given below for knowing the percentages of return (service tax and extra premiums excluded):

Term of Membership in Years

Value on Maturity in %age

5

75

7

90

10

100


 

Surrender benefit

    Surrender of membership

      It can be given at any time.

      The surrender value of membership is the higher of SSV (Special Surrender Value) and GSV (Guaranteed Surrender Value).

      The insurance provider can declare the amount of SSV periodically and this declaration is subject to the authorization of IRDA. The SSV would be equal to at least the GSV.

      Upon membership surrender, the surrender value would be paid to the member and the membership would terminate.

    Surrender of policy

For the master policyholder, policy surrender is not allowed. However, enrolment or inclusion of new member can be stopped at any point of time after policy commencement.

 

About HSAR

HSAR stands for High Sum Assured Rebate. It is an attractive rebate paid to the policy members on insuring high sums, i.e. Rs. 1000 (additional sum insured) and more and Rs. 100000 (sum insured) . Refer to the following table for detailed insight:

Term of Membership in Years

HSAR in Rupees

5

15

7

20

10

25


 

An example:

Term of Membership in Years

HSAR for SI up to Rs. 100000

HSAR for SI more than 100000

5

NA

15*400000/1000 = Rs. 6000

7

NA

20*400000/1000 = Rs. 8000

10

NA

25*400000/1000 = Rs. 10000


 

Policy parameters

Criteria

Details

Group Size (Minimum)

50 people

Age at entry

Minimum

15 Years

Maximum

65 Years

Age at Maturity

Minimum

20 Years

Maximum

70 Years

Available Terms of Membership

5 Years, 7 Years and 10 Years

Sum Insured

Minimum

Rs. 100000/member

Maximum

No Limit

Frequency of Premium Payment

Single

Premium Paying Frequency Factor

NA


 

Some frequently asked questions

Are there any tax benefits?

Yes, tax benefits are offers as per the tax laws applicable.

 

Is there any free-look period for policy review?

Yes, 15 days of free look period is provided.