Whole Life Insurance Benefits

What is Whole Life Insurance?

 

The main feature of a whole life insurance is it covers you for lifetime. As long as the premiums are paid, you will be covered even after your retirement age. In most cases, the sum assured of the death benefit will remain the same, so does the amount of premium. You are going to pay the same amount of premium down the road until the death benefit is fully claimed.

 

Whole life insurance policy is usually a participating policy, which means you are going to be benefited from insurance company's investment return in the form of cash value. A cash value is normally comprises of contractual and non contractual return from the insurance company.

 

Whole Life Insurance Benefits

  • One of the benefits of whole life insurance is its participating nature. Here is where your interest, dividends or bonuses are accumulated as part of cash value. After paying the premiums for several years, when enough cash value is accumulated, you can actually stop paying the future premiums and still, you can enjoy the benefits of the policy you have bought.

  • Premium of whole life insurance is constant. This is good when you come to doing your budget every month. You know it is going to be a fixed outflow to you and you never have to worry about this expense to go higher. The longer the policy goes, the easier you will feel paying the premium, because it still remains as initial, while your pay rises from time to time.

  • Besides, whole life insurance allows you to borrow the cash value, in case you need it in an emergency. This benefit very much suits those who need some cash urgently and at the same time do not want to surrender the policy. While applying for personal loan from bank needs time, and even a guarantor or collateral sometimes, borrowing from your whole life insurance are always the better option.

  • You do not have to worry about the tax as well. The cash value of your whole life insurance policy is tax deferred until you withdraw it. Hence, while the cash value still with the insurance company, you are paying no tax for that.

  • Death benefits in of your policy is tax free. Your beneficiary is going to enjoy 100% of the benefits you have insured. Benjamin Franklin's famous quote "... in this world nothing is certain but death and taxes" may not apply here.

  • While some may say the benefits of insurance will only go to the beneficiaries, this may not be the scenario if you are buying a whole life insurance policy. You will have your say on the cash value of the policy. You are one of the beneficiaries of the policy as well.

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