Term vs Whole Life Insurance — Simple Comparison

FeatureTerm LifeWhole Life
Coverage Period10, 20, or 30 yearsEntire lifetime
Monthly Cost (30yr, $500K)$25-40$250-400
Cash ValueNoYes (grows slowly)
Investment ComponentNoYes (low returns)
Best ForIncome replacementEstate planning

The Buy Term and Invest the Difference Strategy

Term insurance for a 30-year-old costs roughly $30/month vs $300/month for whole life (both for $500,000 coverage). If you invest the $270 difference in an index fund at 10% for 30 years, you would have $593,000 — more than the death benefit!

For 90% of people, term life insurance is the right choice. Get coverage for 10-15x your annual income, for a term that covers your working years.