Saturday, June 13, 2015

Unit Linked Insurance Plans


  • Suitable to people prepared to undertake some investment risk.
  • Contain fewer guarantees
  • They are much more flexible
  • ULIPs give the insured the option to participate in the growth of the capital markets.
  • On the death of the insured the sum insured or the market value of the investment(fund value), which ever is higher is paid.
    • Fund value = Unit Price * No of Units in the individual's account
  • On maturity  of the plan the fund value is payable
  • Lock in period :  5 years


Break up of ULIP Premium:

  • Expenses
  • Mortality
  • Investment

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