LIFE INSURANCE PLAN

Total & Permanent Disability (TPD) Benefit -

Exclusions under TPD:

Terminal Illness (TI) Benefit -

Simplified Critical Illness (SCI) Benefit -

Accidental Death & Disablement Insurance (ADD)

Permanent Total Disability

Major Burns

Exclusions under ADD:

Life Insurance Insured Sum And Monthly Premium

Spouse and Children Cover

HKICPA Booklet Plan 2019-2020

HKICPA Booklet Plan Doc 2019-2020

 

LIFE INSURANCE PLAN

 

Life Insurance with extended Total & Permanent Disability (TPD) Benefit, Terminal Illness (TI) Benefit, Simplified Critical Illness Benefit (SCI), and Accidental Death & Disablement Benefits (ADD)

This Life Insurance covers death arising from any causes except suicide in the first year of cover, or subsequent increase of Insured Sum, or date of reinstatement after lapse.  The TPD, TI, SCI and ADD are benefit extensions to the Life Insurance.  The maximum benefits payable under the Life Insurance including all benefit extensions except ADD is the Life Insurance Insured Sum.  ADD is payable on top of the Life Insurance.  Coverage under each benefit extension is described as follows.

 

Total & Permanent Disability (TPD) Benefit -

If as a result of sickness or accident, an Insured Member suffers TPD (as defined below) continuously for at least 6 months, 10% of the Life Insurance Insured Sum will be payable.  The remaining 90% of the Life Insurance Insured Sum will be payable in one lump sum if the TPD persists at the end of a 12 month period or prior death occurs after the initial 10% payment.

TPD is defined as the inability to engage in any occupation or employment for compensation or profit for which an Insured  Member is reasonably qualified by reason of his education, training or experience for the remainder of his lifetime as a result of accidental bodily injury, sickness or disease.  The total and irrecoverable loss of sight of both eyes, or the loss by severance of two or more limbs at or above wrists or ankles, or the total and irrecoverable loss of one eye and loss by severance of one limb at or above wrist or ankle will be considered as TPD.

 

Exclusions under TPD:

l  self-destruction or intentional self-inflicted injuries or any attempt thereat while sane or insane;

l  war, declared or undeclared, revolution or any warlike operations;

l  participating in riot and civil commotion, strikes or terrorist activities;

l  violation or attempted violation of  law or resistance to arrest;

l  entering, operating or servicing, riding in or on, ascending or descending from or with any aerial device, or conveyance except while the Insured Member is in an aircraft operated by a commercial passenger airline on a regular scheduled passenger trip over its established passenger route;

l  racing on horse or wheels; and

l  pre-existing conditions for which the Insured Member received medical treatment, diagnosis, consultation or prescribed drugs during the ninety (90) days preceding the effective date of coverage, unless the Insured Member affected by these conditions has been continually insured for Twelve (12) consecutive months.

 


Terminal Illness (TI) Benefit -

If an Insured Member suffers from a condition, which in the opinion of a medical practitioner is highly likely to lead to death within six (6) months, a lump sum benefit equal to 50% of the Life Insurance Insured Sum, subject to a maximum of HK$300,000/US$38,500 will be paid in advance.  However, no advance payment shall be made if the SCI benefit described below has been paid.  The balance of the Life Insurance Insured Sum after deducting this advance payment will be payable upon death while the coverage of the Insured Member is in force.

 

Simplified Critical Illness (SCI) Benefit -

If an Insured Member is diagnosed to have one of the following Illnesses:a) Kidney Failure, b) Paralysis or c) Coma, as defined in the Policy, a lump sum benefit equal to 100% of the Life Insurance Insured Sum subject to a maximum of HK$300,000/US$38,500 will be paid in advance. However, no advance payment shall be made if the TI benefit described above has been paid. The balance of the Life Insurance Insured Sum after deducting this advance payment will be payable upon death while the coverage of the Insured Member is in force.

The above Critical Illnesses must commence after 60 days following the effective date of coverage, and not be a result of i) self destruction or intentional self-inflicted Injuries; or ii) a condition/ symptom which was diagnosed, or advised or treated by a medical doctor prior to the effective date of coverage.

The Insured Sum of a Member will be reduced by any amount paid under TPD, TI or SCI.  In any event, the total amount payable to a Member under this Life Insurance is the Insured Sum.  When the Insured Sum is paid to a Member, the Life Insurance of this Member will be terminated.

 

Accidental Death & Disablement Insurance (ADD)

The ADD Insured Sum is equal to 135% of Life Insurance Insured Sum.  The ADD Insured Sum is payable according to the following Schedule of Indemnities for death or injury due to accidental and external means and the loss occurs within 12 months of an accident. Only one of the amounts specified in items 1) to 19) inclusive, with the highest amount will be paid if the injury results in more than one loss events.

SCHEDULE OF INDEMNITIES - I (SUPERIOR)

% of ADD Insured Sum

1)     Permanent and incurable paralysis of all limbs                                                                   150%

2)     Permanent total loss of sight of both eyes                                                                          150%

3)     Loss of or the permanent total loss of use of two limbs                                                      150%

4)     Loss of or the permanent total loss of use of one limb - right hand                                      125%

5)     Permanent and incurable insanity                                                                                       150%

SCHEDULE OF INDEMNITIES - II

% of ADD Insured Sum

6)     Loss of Life                                                                                                                      100%   

 7)    Permanent total loss of sight of one eye                                                                              100%

8)     Loss of or the permanent total loss of use of one limb

        -left hand/one foot                                                                                                             100%

9)     Loss of speech and hearing                                                                                                100%

10)       Permanent total loss of hearing in                                                                                        

            (a)  both ears                                                                                                                 75%    

(b)  one ear                                                                                                                    25%


11)       Loss of speech                                                                                                               50%

12)       Permanent total loss of the lens of one eye                                                                       50%

13)       Loss of or the permanent total loss of use of four fingers and thumb of

(a)  right hand                                                                                                                  70%

(b)  left hand                                                                                                                    50%

14)       Loss of or the permanent total loss of use of four fingers of

            (a)  right hand                                                                                                                  40%    

(b)  left hand                                                                                                                    30%

15)       Loss of or the permanent total loss of use of one thumb   

(a)  both right phalanges                                                                                                   30%    

(b)  one right phalanx                                                                                                       15%  

(c)  both left phalanges                                                                                                     20%    

(d)  one left phalanx                                                                                                         10%

16)       Loss of or the permanent total loss of use of fingers

            (a)  three right phalanges                                                                                                  10%    

(b)  two right phalanges                                                                                                   7.5%

(c)  one right phalanx                                                                                                         5%

(d)  three left phalanges                                                                                                   7.5%

(e)  two left phalanges                                                                                                        5%

(f)   one left phalanx                                                                                                           2%

17)       Loss of or the permanent total loss of use of toes     

(a)  all – both feet                                                                                                             15% 

(b)  great – both phalanges                                                                                                5%

(c)  great – one phalanx                                                                                                     3%

(d)  other than great, each toe                                                                                            1%

18)       Fractured leg or patella with established non-union                                                            10%

19)       Shortening of leg by at least 5 cm                                                                                     7.5%

 

NOTE:    Where the Member is left-handed, the % relating to the right arm shall apply to the left arm or vice versa.

 

Permanent Total Disability

 – If as a result of injury and commencing within 12 months from the date thereof, the Member is totally and permanently disabled and prevented from engaging in any gainful occupation or employment for the remainder of his lifetime, and provided such disability has continued for a period of 12 months, a benefit of 150% of the ADD Insured Sum less any other amount paid or payable for the same injury under this ADD coverage will be paid.

 

Major Burns

– If as a result of injury, a Member is suffering from Third Degree Burn covering at least 25% of the body surface, a benefit of 100% of the ADD Insured Sum less any other amount paid or payable for the same injury under this ADD coverage will be paid.

 

Exclusions under ADD:

·         suicide, self-inflicted injuries or any attempt thereat, while sane or insane;

·         war, declared or undeclared, revolution or any warlike operation;

·         participation in riot and civil commotion, strikes or terrorist activities;

·         violation or attempted violation of law or resistance to arrest;

·         entering, operating or servicing, riding in or on, ascending or descending from or with any aerial device, or conveyance except while the Insured Member is in an aircraft operated by a commercial passenger airline on a regular scheduled passenger trip over its established passenger route;

·         racing on horse or wheels.

 


Life Insurance Insured Sum And Monthly Premium

Members may select one of the following Life Insurance Insured Sums (Plan 1 to 17).  The maximum aggregate Life Insurance Insured Sum for any one Member under this Insurance Program is a total of HK$5,100,000 or US$654,500.

 

Spouse and Children Cover

Members can apply to cover their spouse and children. The Life Insurance Insured Sum of spouse and children cannot exceed the amount of cover of the Members and furthermore, children are limited to Plan 1 to Plan 6.

 

 

Plan

HK$ Policy

US$ Policy

 

 

 

Life Insurance Insured Sum

Life Insurance Insured Sum

 

 

1

HK$

300,000

US$

38,500

 

 

2

 

600,000

 

77,000

 

 

3

 

900,000

 

115,500

 

 

4

 

1,200,000

 

154,000

 

 

5

 

1,500,000

 

192,500

 

 

6

 

1,800,000

 

231,000

 

 

7

 

2,100,000

 

269,500

 

 

8

 

2,400,000

 

308,000

 

 

9

 

2,700,000

 

346,500

 

 

10

 

3,000,000

 

385,000

 

 

11

 

3,300,000

 

423,500

 

 

12

 

3,600,000

 

462,000

 

 

13

 

3,900,000

 

500,500

 

 

14

 

4,200,000

 

539,000

 

 

15

 

4,500,000

 

577,500

 

 

16

 

4,800,000

 

616,000

 

 

17

 

5,100,000

 

654,500

 

 

 

Monthly Premium Rates

as % of Life Insurance Insured Sum

 

 

Age under 30

 

0.01252%

 

 

 

30 - 34

 

0.01392%

 

 

 

35 - 39

 

0.01531%

 

 

 

40 - 44

 

0.01947%

 

 

 

45 - 49

 

0.02783%

 

 

 

50 - 54

 

0.04592%

 

 

 

55 - 59

 

0.06958%

 

 

 

60 - 64 (Renewal Only)

 

0.09879%

 

 

 

65 - 69 (Renewal Only)*

 

0.15722%

 

 

*TPD ceased at age 65

Premium calculation is by multiplying the Life Insurance Insured Sum by the Monthly Premium Rate, and then rounded to 2 places of decimal.

Premiums are adjusted at the Policy Anniversary (1 Oct) when the Insured's attained age enters the next higher age bracket.