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Overview of LIC Endowment Plans: Key Features & Benefits

Below is a comprehensive summary of various LIC Endowment Plans including the New Endowment Plan, New Jeevan Anand, Jeevan Lakshya, Jeevan Labh, and Bima Jyoti Plan. These plans are structured to offer both savings and life protection, making them ideal for long-term financial planning.

1. LIC New Endowment Plan (Table No. 714)

Type: Endowment Plan

Policy Term: 10 to 35 years

Sum Assured: Minimum ₹2 lakhs (no maximum limit)

Premium Payment: Regular or limited premium options

Maturity Benefit: Sum Assured + bonuses

Death Benefit: Sum Assured + bonuses paid to nominee

Additional Features:
• Accident Benefit Rider available
• Loan facility after acquiring surrender value

2. LIC New Jeevan Anand Plan (Table No. 715)

Type: Combination of Endowment + Whole Life

Policy Term: 25 years and above

Sum Assured: Minimum ₹1 lakh

Premium Payment: Regular premium

Maturity Benefit: Sum Assured + bonuses

Death Benefit: Nominee receives the sum assured, and whole-life coverage continues even after maturity.

Additional Features:
• Guaranteed surrender value
• Loan eligibility after policy acquires surrender value

3. LIC Jeevan Lakshya (Table No. 733)

Type: Endowment Plan

Policy Term: 10 to 25 years

Sum Assured: Minimum ₹1 lakh

Premium Payment: Regular or limited premium options

Maturity Benefit: Sum Assured + bonuses

Death Benefit: Nominee receives the sum assured, and the policy ends.

Additional Features: Designed to help meet future goals like children’s education and marriage.

4. LIC Jeevan Labh Plan (Table No. 736)

Type: Limited Premium Endowment Plan

Policy Term: 10, 12, and 16 years

Sum Assured: Minimum ₹2 lakhs

Premium Payment: Pay for a limited term, enjoy full-term benefits

Maturity Benefit: Sum Assured + bonuses

Death Benefit: Sum Assured + bonuses paid to nominee

Additional Features: Lower premium outlay due to short payment term.

5. LIC Bima Jyoti Plan (Table No. 860)

Type: Endowment Plan

Policy Term: 11 to 16 years

Sum Assured: Minimum ₹2 lakhs (no upper limit)

Premium Payment: Regular premium

Maturity Benefit: Sum Assured + guaranteed additions

Death Benefit: Sum Assured + guaranteed additions

Additional Features: Ideal for long-term savings with predictable returns and life coverage.

Important Notes for All Plans

• Optional riders like Accident Benefit and Critical Illness Rider can enhance coverage.

• Premiums are eligible for tax benefits under Section 80C.

• Maturity amounts are generally exempt under Section 10(10D) (conditions apply).

• Policies acquire surrender value after a minimum number of premiums are paid.

Conclusion

LIC endowment plans offer a balanced combination of savings and protection, making them reliable tools for long-term financial planning. Before choosing a plan, individuals should assess their personal goals, future financial needs, and risk appetite. Always refer to official LIC policy documents or consult an authorized LIC advisor for the most accurate, updated information.

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