Compare Term, Whole & Universal Life Insurance

The benefits of comparing life insurance carriers naturally takes you to the most affordable option. This is why it becomes ever more important to work with an independent agency, such as The Sarrica Group, who provides access to multiple insurance carriers. It is equally as important to understand the different life insurance products these carriers offer and the pros and cons of each.

In this blog, we will discuss the differences in certain Life Insurance products and why comparing rates on each of them is so important. Let's dive in!

Term Life

Pros:

  • Usually cheaper during the first couple of years compared to a Whole Life or Universal Life policy

  • Can typically go with a higher death benefit amount due to lower costs

Cons:

  • Has an expiration date

  • Gets more expensive after term expiration

  • Does not offer cash value benefit

Whole Life

Pros:

  • No expiration date

  • Guaranteed premium

  • Offers cash value accumulation plus death benefit

  • Allows borrowing from the cash value without having to repay

  • Gains interest 

  • Tax shelter investment

Cons:

  • Usually more expensive compared to a term policy

Universal Life

Pros:

  • No expiration date

  • Flexible-Premium (can adjust to fit your financial needs)

  • Ability to skip payments

  • Flexibility to changing the death benefit

  • Interest earned over time accumulate tax-deferred

Cons:

  • Usually more expensive compared to a term policy

  • Paying minimum premiums or skipping payments will negatively affect policy's cash value

Now that we understand the difference between the term, whole life and universal life insurance products, we can start to tailor a policy to meet an individual’s needs.

In addition the benefit of comparing multiple insurance carriers and coverages ensures that we are selecting the most affordable policy with the greatest cost-benefit option.

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