Determining The Amount of Life Insurance That a Buyer Needs

After establishing that a person needs a life insurance policy, it is logical that he/she determines the amount of life insurance policy that he/she should buy. The person should consider a lot of factors when determining the amount of insurance policy that he needs. Here we look at determining the amount of life insurance that a buyer needs.

Debt – Determining the Amount of Life Insurance

Before a person can choose a life insurance policy, he/she must check how much debt he/she has. A person with a lot of debt cannot afford to choose a life insurance policy that requires high monthly or annual premiums although it will pay out a large death benefit cover.

A policyholder should strive to find a company that charges relatively low premiums but pays out a relatively high death benefit.

Job and income stability – Determining the Amount of Life Insurance

Determining the Amount of Life InsuranceThe only way that a person can afford to pay the required insurance premiums is if he/she has a job or other source of income.

A person must not invest in paying higher premiums with the hope of receiving a large payout. Especially if his/her income is not that huge.

A stable source of income means that a person is guaranteed to pay his/her monthly income and his/her dependents are guaranteed to receive the death cover.

Dependents needs – Determining the Amount of Life Insurance

A person should determine the amount of cover depending on the number of dependents he has and their specific needs.

A person with fewer dependents does not need to take a life insurance with higher premiums or significant death benefit.

At the end of the day, there should be a reasonable balance between the premiums paid, the net income of the policyholder and the amount of death benefit cover.

A policyholder pays low premiums when he is younger and high premiums when he is older.

Calculations

Although is quite normal that a policyholder will require the largest pay-out for his/her independent, the true value or near-perfect value of life insurance that he/she needs can be achieved by doing some calculations.

When making the necessary financial calculations, a person must consider the following factors:

  • Salary/income
  • Assets
  • Savings
  • Age and needs of dependents
  • Age of Policyholder

 

Term life insurance versus Whole life insurance

A person must only choose term life insurance if he/she requires insurance for a specific amount of time. Term life insurance ensures to meet the policyholders needs future such as pay for his/her child’s tertiary education.

Although the premiums for whole life insurance are higher than those of term life insurance, they are constant.

It is easy for a policyholder to deal with insurance premiums that are fixed and do not change.

Insurance or Investment

If a person wants to make investments on top of his life insurance policy, he/she must buy a universal insurance policy.

Healthy counts

When you purchase an insurance policy, a person must do so while he is in good health. It gives him/her a chance to pay low premiums.

 

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All info was correct at time of publishing