Asymmetrica Glossary

Death Benefit

Also called: sum assured on death, SAD

What the insurer pays the nominee if the life insured dies during the policy term.

Death Benefit is the amount paid to the nominee on death of the life insured. For a typical Indian endowment policy, it is defined as the higher of: (a) Sum Assured on Death, often 10× annual premium or 105% of premiums paid, whichever is higher, and (b) the Sum Assured + Vested Bonus + FAB at the time of death.

Death benefits from a life insurance policy are always tax-free under §10(10D) — no conditions attached, regardless of the 10× SA rule that governs maturity tax treatment.

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