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Term vs Whole Life Insurance

Finance — Honest comparison to help you decide

Term Life

  • 5-10x cheaper for same coverage
  • Simple and transparent
  • Coverage for specific period (20-30 years)
  • Best for most families
  • Invest the difference in index funds
VS

Whole Life

  • Lifetime coverage (never expires)
  • Cash value component
  • Forced savings mechanism
  • Estate planning tool
  • Dividends from mutual companies

The Verdict

For 95% of families: Term + investing the premium difference beats Whole Life. Whole Life only makes sense for estate planning with $5M+ estates.

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