Question:
Life insurance question?
?
2011-08-06 16:05:41 UTC
What is the difference between whole life and term life insurance? Which one would be better for me? I am 48 and a widow 2x. I have 2 grown children and one that is turning 18 in a month. My youngest son and my mother live with me.
Thanks in advance
Eight answers:
Anonymous
2011-08-06 16:54:02 UTC
There are several differences.



Whole life never expires. It costs a heck of a lot more. And because it lasts forever, it's geared so that by the time you reach 95 or 100, the "balance" of your policy - what you've paid in - is worth the death benefit, plus commissions and interest for the insurance company.



Term life expires after a set period of time - 5, 10, 15, 20 years. It's drastically cheaper than whole life. It has no "cash value", because most people outlive their term life insurance policies.



There are also hybrid policies, universal life, return of premium term, indexed universal, etc.



When you're thinking about life insurance, the FIRST thing you have to decide, is what you want it to DO for you. What's the GOAL. Are you going to need it to do something, if you don't die until you're 95? Or do you think in 10 years, your kids will be supporting themselves and your mom will have passed already??





Set the goal FIRST.
Dan B
2011-08-06 16:47:11 UTC
Whole life is sometimes called permanent insurance. It is more expensive. You pay premiums forever. But as long as you keep paying, you have insurance. It also builds cash value (like a savings account) that you can borrow against. Any money you borrow is deducted from our benefit if it isn't paid back.



Term insurance covers you for a certain length of time (usually 10 yrs). At the end of that time, you have no insurance, and you have no more premiums to pay. The insurance company bets you will live beyond the end of the term policy - they get to keep your money and not have to pay out anything. Usually, their bet is right on, sometimes they are not.



The usual way of doing insurance is to buy a term policy (cheaper) and invest the savings (over a whole life policy). Then your investments replace the insurance policy.



At your age, you might get a 10 yr policy. After that, if you renew for another 10 yrs, your premiums may be too high to be affordable.
Anonymous
2011-08-07 07:02:34 UTC
I'm rolling my eyes and shaking my head at the "I would suggest you get 5 year term" response. Maybe you changed the question, but no where do I see in your question that you only need coverage for 5 years.



There are some really long answers here and it boils down to this....how long do you want life insurance for? Get it for that length of time. If it's only 5 years, then go with that.....person's response. But, if you need it for 30 years, then you're going to want a 30 year term. If you want it longer then you're going to need to consider coverage for longer. A good stop gap coverage is a return of premium term. You can get coverage for 15, 20 or 30 years, but then if you decide you need coverage longer you can either take a paid up policy (like a burial policy) and keep that forever with no more premiums OR you can roll the policy into a new one (regardless of your health condition at that time). You would use the returned premiums to go towards the new policy. It's a good policy for planning, but that's just an aside.
StephenWeinstein
2011-08-06 16:19:18 UTC
You do not need to have any life insurance, and you do need save as much money as possible for retirement. It would be best to have no life insurance. However, if you must have some, then get whichever is cheaper, so that you spend as little money as possible on life insurance and can save more for retirement.



The difference is the term costs less initially but more later. Whole costs more initially, but the price says the say as long as you live. Neither is needed is your children are all at least 17 and you are not going to have more children.
?
2016-09-11 05:41:41 UTC
I would recommend one to visit this website where onel can compare rates from the best companies: http://COVERAGEFINDER.NET/index.html?src=2YAcizugXB57



RE :Life insurance question?

What is the difference between whole life and term life insurance? Which one would be better for me? I am 48 and a widow 2x. I have 2 grown children and one that is turning 18 in a month. My youngest son and my mother live with me.

Thanks in advance

Follow 7 answers
car253
2011-08-06 16:11:15 UTC
Whole life is a lot more expensive and you get less insurance for your dollar. If you get a term policy make sure you get level premiums for 20 or 30 years with a level death benefit.



If others like your mom and your son are dependent on your income, then you might want life insurance. Especially, if you have a disabled child or disabled adult child.
Go with the flow
2011-08-06 16:15:23 UTC
You only need insurance to support your children until they are old enough to get on their own two fee. Then, if you want life insurance to cover your debt - you can get that, but you don't have to since when you die, your debts die with you (not passed on to your children)



I would suggest you get 5 year term. Run away from whole life (it's never financially a good idea - something subprime people get conned into)



Now, does your mother depend on your income to survive? Get enough insurance so she can feed and put a roof over her head if anything happens to you
2011-08-06 22:39:23 UTC
There are generally two types of life insurance.

The first type is life insurance that bundles life insurance and savings together, otherwise known as cash value life insurance. It comes in many different names such as whole life, universal life, or variable life. These types of policies are very expensive. An average 30 year old with $100,000 coverage would pay about $1000/year for it. In a whole life policy, no cash value is accumulated in the first two years. In the third year, the insurance company will put some of your premiums into it and it will get a fix rate of 1% to 4%. The cash value will grow very slowly because of tax laws that prevents cash value from growinng too fast. If you bought $250,000 coverage, it will take until you nearly 100 years old until there is about $250,000 in the cash value. If you wanted to take money out from the cash value, you will be borrowing and be charged 8% loan interest. That's similar to you going to the bank and taking money out from your savings account, but the bank going to charge you daily interest until you put the money back. In majority of life insurance policies, your beneficiary gets the face amount of the policy, but the insurance company keeps the cash value. If you want both the face amount and cash value included with your death benefit, you will have to pay more premiums for it.



With term life insurance, it does not bundle life insurance and savings together. It only provides a death benefit. Majority of term policies expire when you are 95 years old. How term insurance work is that premiums stay level dring the term. For example, a 30 year level term mean you are paying the same premiums for 30 years. At the end of the term, you have options on what you want to do. You may convert it to whole life, universal life, or term life insurance (it depends on the company). You can also renew the term annually, but you will pay higher premiums each time you renew.



An average 30 year old that buys a 20 year level term with $100,000 coverage will pay about $250/year for it. Lets say the person invest the difference of $750/year in mutual funds for the next 20 years. Conservative or moderate risk mutual funds have average annual rate of return of 5% to 8% in the past 30 years. Aggresive growth or high risk mutual funds have average annual rate of return of 10% to 14% in the past 30 years. If you invest $750/year and have an average return of 6%, you will have around $30k in 20 years. With 8% return, you will have around $38k and with 12% return, around $65k. All this money is yours and you don't have to put it back. If you die during the term, your beneficiary will get the face amount. Your savings will go to your wife or to a designated beneficiary or to your estate if you have no beneficiary.



I don't know how many years you have left on your mortgage or your current financial situation (do you have other debts to pay? do you have children dependent on your income? how old is the youngest child?). Financial experts say you need coverage between 8 to 12 times your annual gross income. so if you earn $40k/year, then you need around $400,000 coverage. If you get a 30 year level term with $250,000 coverage at age 34, you will be paying between $400 to $500 per year since you are not healthy. If you were healthy, it would of cost you between $250 to $350 per year.



I also suggest you and your wife open a Roth IRA if you are eligible for it (couples filing jointly must have Adjusted Gross Income of below $177,000 and earn taxable income such as your income from your job in order to open a Roth IRA and contribute to it). There is a maximum annual contribution limit of $5000/year. If you go IRS website and search for publication 590, it will go into full details about IRAs.


This content was originally posted on Y! Answers, a Q&A website that shut down in 2021.
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