Endowment Return Planner

LIC Return Calculator

Model maturity proceeds for traditional endowment policies by combining tabular Sum Assured, vested bonuses, and terminal additions.

Sum Assured Maturity Combiner
Simple Reversionary Bonus Slabs
Final Additional Bonus (FAB) Tiers
Effective Yield Percentage Auditor
Policy Return Inputs
Compare insurance policy premiums against final vested maturities.
5,00,000
25,000
Expected Maturity Value

9,30,000

Sum Assured + Reversionary Bonus + FAB.

Total Premiums Paid:3,75,000
Accrued Reversionary Bonus:4,20,000
Final Additional Bonus (FAB):10,000
Effective CAGR / Yield:6.90%
Maturity Component Breakdown
Base
Bonus

• Traditional policy calculations assume active premium continuation without paid-up reduction.

• Bonus rates are declared annually by LIC and vary based on plan codes, tenure, and product category.

Maturity Components

Traditional LIC endowment and money back policy payouts are built from three core actuarial blocks:

  • Sum Assured: The guaranteed basic risk cover amount paid on maturity or death.
  • Reversionary Bonus: Declared annually as simple additions per ₹1,000 Sum Assured.
  • Final Additional Bonus (FAB): A one-time terminal loyalty addition paid on maturity or death claims for long policy terms.

Bonus Declaration

Reversionary and final additional bonuses depend on LIC's annual actuarial valuation surplus, distributed to policyholders in the form of bonus additions.

Frequently Asked Questions (FAQ)

Are the bonus rates guaranteed by LIC?

No. Bonus rates are declared annually based on LIC's corporate valuation. However, once declared and vested in a policy, they are fully guaranteed and paid at maturity.

What is the difference between simple and compound reversionary bonuses?

Simple reversionary bonuses add a fixed percentage of basic Sum Assured annually. Compounded bonuses add a percentage to the Sum Assured plus already vested bonuses.