Finance · 7 min read

Term Life vs Whole Life Insurance

**Term life** covers a set period at low cost. **Whole life** lasts for life and builds cash value—but premiums are much higher. Most families need income replacement, not a hybrid investment product.

Step by step

1. Coverage amount

Often 10–15× annual income for income replacement.

2. Compare 20-year term quote

Baseline cost before whole-life illustrations.

3. Opportunity cost

Invest the premium difference in tax-advantaged accounts.

Term vs whole

Whole life can work for estate liquidity needs; term fits most mortgage/parent phases.

  • Term: Cheap; expires; pure protection.
  • Whole: Permanent; cash value; high fees.

Common mistakes

  • Under-insuring while funding cash value
  • Canceling term early without replacement coverage

FAQ

Is whole life a good investment?

Returns are often below diversified markets after fees—buy term, invest the rest is common advice.