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Matt applies for an income protection policy which has an indemnity value. In his application hereports that his previous year’s salary was $80,000 p.a. His application is approved and he accepts apolicy with a maximum insurance benefit of $5,000 per month. Matt falls ill and is unable to maintainhis work. He is forced to reduce his working hours and as a result his income falls to an average of$70,000 over the year. Eventually, he needs to stop working at which point he makes a claim for aninsurance payout. On what level of income will his claim benefit be calculated and how much will thebenefit be per month

Question

Matt applies for an income protection policy which has an indemnity value. In his application hereports that his previous year’s salary was 80,000p.a.Hisapplicationisapprovedandheacceptsapolicywithamaximuminsurancebenefitof80,000 p.a. His application is approved and he accepts apolicy with a maximum insurance benefit of 5,000 per month. Matt falls ill and is unable to maintainhis work. He is forced to reduce his working hours and as a result his income falls to an average of$70,000 over the year. Eventually, he needs to stop working at which point he makes a claim for aninsurance payout. On what level of income will his claim benefit be calculated and how much will thebenefit be per month

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Solution

The claim benefit for an income protection policy with indemnity value is typically calculated based on the insured's income at the time of claim, not the income at the time of policy inception. In Matt's case, his income at the time of claim is $70,000 per year.

To calculate the monthly benefit, we first need to convert the annual income to a monthly figure.

70,000/12months=70,000 / 12 months = 5,833.33 per month.

However, the policy has a maximum insurance benefit of 5,000permonth.Therefore,eventhoughMattsmonthlyincomeatthetimeofclaimis5,000 per month. Therefore, even though Matt's monthly income at the time of claim is 5,833.33, he will only receive the maximum benefit amount stated in the policy, which is $5,000 per month.

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