ISSUE III - APRIL 2005
Unit linked covers continue to be the flavour of the season. And with more and more individuals going for them insurers have also launched unit linked pension plans.
The latest to latch on to the bandwagon in case of pension plans is LIC. Future Plus, LIC’s unit linked pension plan, say insiders, is doing roaring business mobilizing business of around Rs 500 crore. But is the Indian customer matured enough to understand the nuances of a unit linked product? And should individuals opt for such products that combine investments with insurance? Opinions differ.
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By now you are done with your tax liabilities for this year. And for the coming year the equations are bound to change thanks to PC and his Union budget that has shifted the competition between insurance, mutual funds and other investment avenues to a different level altogether. Which means no more will insurance be bought with an aim to save taxes and mutual funds too will not cry hoarse about insurance companies selling financial products masqueraded as risk products.
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The British during their reign brought the railways, the telegraph, and would you believe it even Insurance to India. It was launched way back in 1818, by setting up ‘The Oriental Life Insurance Company’ in Calcutta. However as can be expected it was influenced by imperial prejudices. They initially only insured European widows and native Indians were kept out. Later they eventually started insuring Indian lives, but at a premium that was 15-20 percent higher than was charged to a European.

It was only in 1870 that the discrepancy was corrected. Six Indians, angered by this second-class treatment, set up Bombay Mutual Life Assurance Society, and started insuring Indian lives at the same cost as British lives.
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Next edition:
Independence brings a new dawn….
 
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