Mortgage Life Insurance, MRTA/MDTA vs MLTA for Property Financing

25th January, 2010

in Home Loan, Insurance, Property


Mortgage Life Insurance is an insurance that loan owner purchase when buying a property. It is designed to settle the outstanding loan balance in the event that the borrower dies or suffers from total and permanent disability (TPD) prior of settling the loan.

Basically there are two types of mortgage life insurance that are available in the market. There are Mortgage Reducing Term Assurance (MRTA) or Mortgage Decreasing Term Assurance (MDTA) and Mortgage Level Term Assurance (MLTA).

The table below shows the different between MRTA/MDTA and MLTA

MRTA MLTA
Purpose Protection Protection, Saving & Cash Value
Protection Reducing Protection throughout the loan tenure. Protection is leveled throughout the loan tenure.
Transferability Non transferable on New Purchase or Refinance. Premium will increase while age increases. Transferable. One MLTA can be attached to Any Loan. Transferable on New Purchase or Refinance.
Cash Value Reducing Cash Value throughout the loan tenure. Normally is much lower than Premium, and drop to RM0 at the end of loan tenure. Fixed Cash Value (Guaranteed) throughout the loan tenure. Policy Holder will get back the paid premium in the future.
Nomination Beneficiary is bank Beneficiary can be anyone.
Payment Lump Sum Payment or financed into Mortgage Loan. Payment Mode can be Annually, Semi Annually, Quarterly or Monthly.
Premium Low High
Example on premium* One time RM5,931.7 RM303.60 monthly or RM3,643.20 yearly or RM109,296 throughout the tenure
Example if there is no death or TPD* At the end of tenure owner will received RM0 At the end of tenure, owner will received RM109,296
Example if there is death or TPD** Insurance company will pay the loan balance of RM186k to the bank & beneficiary will received the home. Insurance company will pay the loan balance of RM186k to the bank & beneficiary will received the home plus RM50k cash

Note

* Example based on a loan owner at the age of 26 taking RM236k loan for 30 years

** Example based on loan remaining of RM186k

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{ 14 comments… read them below or add one }

patchong May 7, 2010 at 11:17 am

Question – is there an age limit for MRTA; I understand that elderly borrowers (above 65yrs) cannot purchase MRTA. Is this true?

Reply

CHONG KONG HUI May 7, 2010 at 4:15 pm
kj May 9, 2010 at 9:10 pm

Hi,

I would like to fine out with you about home loan insurance. I am buying a house soon but i am hiv+ so it is i cannot buy any homeloan insurance or what type of homeloan insurance are suitable for me to buy? kindly reply…

Regards

kj

Reply

Chong Kong Hui May 10, 2010 at 10:24 pm
soo June 7, 2010 at 10:11 am

i will buy house soon. N now compare both insurance. dun knw which 1 is better.. can you advise? let say if i want to buy the MLTA, loan amount is 130k, 29 yrs old.. how much is the fees need to pay for that insurance?
Thanks

Reply

Chong Kong Hui September 18, 2010 at 11:39 am

There is more than a product that can serve MLTA concept for mortgage protection.

Check for details and get a plan that fits your financial position (an accounting new term for Balance Sheet).

Reply

AskChong February 15, 2011 at 9:45 am

MRTA is a life insurance.
Investment link policy is a life insurance.
MLTA also is a life insurance.
PA also is a life insurance.

Reply

aisyah February 18, 2011 at 12:06 pm

Hi,
I will buy a house soon, my 90% loan : RM 276,126.30 Im interested on taking MLTA instead of MRTA proposed by the bank. Can u consult? about what is the cost to pay? is it shariah compliance? TQ in advance.

Reply

1-million-dollar-blog February 18, 2011 at 3:07 pm

aisyah,

You can look for takaful based MLTA for shariah compliance such as PRUBSN Takafulink. For the premium, best if you contact insurance agent as the calculation is also based on your age and few other things.

Reply

Bertille March 29, 2011 at 6:12 pm

Hi.

Just wondering whether it’ll benefit us if we opt for Investment link for MRTA from Great Eastern instead of taking the MRTA from bank? My friend were saying its cheaper & serve the same purpose.

Reply

Nahar April 18, 2011 at 8:47 pm
Vanessa kong November 5, 2011 at 1:06 am

I’m Vanessa kong from ING. If you have any question for comparision MRTA and MLTA the different. Pls email me as:[email protected] or call my mobile: 0122932823.
Thanks

Regards

Vanessa Kong

Reply

gurmit singh January 24, 2012 at 12:41 pm

i already took home with mrta, can i can cel and change to mlta

Reply

Lawrence April 19, 2012 at 2:48 am

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