Whole Life Insurance

Permanent coverage with a cash value component.

Typical cost: $100 – $500+ per month

Whole Life Insurance

Whole life insurance provides permanent coverage that lasts your entire lifetime with level premiums and guaranteed cash value growth. It's more expensive than term but serves as both insurance and a conservative savings vehicle.

Cash Value Component

Part of each premium goes toward cash value that grows at a guaranteed rate. You can borrow against this cash value or surrender the policy for its accumulated value. Cash value grows tax-deferred.

What's covered

Guaranteed Death Benefit

Fixed benefit paid to beneficiaries whenever you die.

Level Premiums

Premium never increases for the life of the policy.

Cash Value

Accumulates at a guaranteed rate you can borrow against.

Dividends

Participating policies may pay annual dividends.

Paid-Up Options

Eventually the policy can become paid-up requiring no more premiums.

Tips

  • Only buy whole life if you need permanent, lifelong coverage
  • Cash value growth is slow early on—expect decades to accumulate significant value
  • Consider term plus investing the difference for many situations
  • Whole life makes sense for estate planning and wealth transfer
  • Ensure you can commit to premiums long-term—early surrender is costly

Other life insurance types

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