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Protection

Loan insurance

For whom?: Anyone with mortgage or consumer creditAnnual premium: 300-6000 MAD/an

Loan insurance guarantees credit repayment in case of death, disability or incapacity of borrower. Required by all banks for mortgage in Morocco. Cost: 0.2-0.5% of borrowed capital per year.

Coverage details

Death + IAD (Absolute Permanent Disability) systematic guarantee. Optional: ITT (Total Temporary Incapacity) to cover work stoppages > 3 months. Quota: 100% one borrower, 50/50 or 70/30 for borrowing couple.

Benefits

  • Family protection: credit repaid if death, no heir burden
  • Required for mortgage, loan obtainment conditional
  • Negotiable tariffs: insurance delegation possible (−30-50% vs bank)
  • Premium refund if early credit repayment

Limitations

  • Increased premium after 50 (30-50% surcharge)
  • Exclusions per medical history (smoker: 30% surcharge)
  • Standard group bancassurance less advantageous than delegation
  • Some banks impose their contract (questionable practice)

2026 taxation

Premiums not IR-deductible. Capital paid to bank (credit repayment): not taxable. If capital higher than credit balance (rare), excess paid to designated beneficiaries, exempt from inheritance duties.

Eligibility

Age at adhesion: 18-70. Guarantee duration: until 75-80 years (age at credit end). Mandatory medical questionnaire. Smokers: 25-40% surcharge. High-risk sports: surcharge or exclusion.

Concrete example

1M MAD mortgage over 25 years, borrower 35 non-smoker: bancassurance premium 2,400 MAD/year (0.24% capital). Via delegation: 1,200 MAD/year (−50%). Total savings over 25 years: 30,000 MAD.

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