January 08, 2025

The Main Features Of Whole Life Insurance

Introduction


Whole life insurance refers to the type of permanent life insurance plan that provides lifelong coverage to the policyholder. It guarantees the death benefit to insured's family (nominees or beneficiaries) in case of death of the policyholder (insured person). In this post we are going to discuss some major characteristics of whole life insurance plan.


Key Features Or Characteristics Of Whole Life Insurance


The main features of whole life insurance can be highlighted as follows:


1. Lifelong Coverage


Whole life insurance provides coverage for entire life of the insured person. It never expires as long as premiums are paid.


2. Death Benefit


Another notable feature of this type of life insurance policy is that it provides death benefit to the beneficiaries if the policyholder passes away.


3. Higher Premiums


Generally, premiums in whole life insurance are higher than term life insurance plans because of lifetime coverage.


4. Fixed Premiums


Insurance premiums remain fixed (constant) throughout the life of the insured. No changes are made with the change in health or age of the policyholder.

features-whole-life-insurance


5. Wider Scope


It has wider scope than term insurance because it never expires and provides lifetime coverage.


6. Tax Advantage


Another feature of whole life insurance is that it provides tax benefit to the policyholder. Insurance premiums can be deducted from taxable income that helps to minimize the tax amount.


7. Loan Facility


Insurance companies provide loan to the policyholders against the cash value of the policy. It does not require credit checks and interest rates are lower than other forms of loans.


8. Surrender Value


Whole life insurance policies can be surrendered after certain period. Insurance companies provide accumulated cash value to the policyholders.


Also Read

Advantages and disadvantages of life insurance

Difference between term insurance and whole life insurance

The main features of term life insurance

Advantages and disadvantages of whole life insurance

Advantages and disadvantages of term life insurance


9. Customizable 


Whole life insurance is flexible in nature that can be customized as per the needs of the policyholders. Riders can be included to obtain more coverage and waivers.


10. Complexity


This type of life insurance plan is more complex than term life insurance. It is difficult to understand and requires lengthy and complex process to buy whole life insurance policy.