BANKIT News and Blogs

Term Life Insurance 101: Everything You Should Know to Protect Your Family’s Future

Written by Deepshikha | Jul 4, 2024 7:31:57 AM

Life is unpredictable, and ensuring your family's future should be a top priority. One of the best ways to provide financial security for your loved ones is through term life insurance. In this blog post, we'll cover the basics of term life insurance, explain why it's important, and show how to choose the perfect insurance to secure your family and loved ones.

 

What is Term Life Insurance?

Term life insurance covers individuals for a specific period, providing a lump-sum payment to beneficiaries if the insured person passes away during that time. It's designed to offer financial protection by covering expenses such as mortgages,

education, and everyday living. Unlike other types of life insurance, it doesn't build cash value—it solely focuses on ensuring that loved ones are financially secure if something happens to the insured.

 

Why Do You Need Term Life Insurance?

  1. Financial Security for Your Family

The primary reason for investing in term life insurance is to provide financial security for your family. In the unfortunate event of your untimely death, the death benefit can help cover living expenses, mortgage payments, education costs, and other financial needs. This financial support can be crucial for your loved ones during a difficult time, helping them maintain their standard of living and achieve their long-term goals.

  1. Protect Your Assets

Term life insurance can help safeguard your family's assets by providing a financial cushion. This protection ensures that your loved ones can retain important assets, such as the family home, and continue to meet their financial obligations even in your absence.

  1. Managing Lifestyle Risks

Today's lifestyles come with various risks, including health issues and accidents. Term life insurance offers a safety net, mitigating the financial impact of these risks on your family. By having a term life insurance policy, you can ensure that your loved ones are protected from the financial burden that may arise from unexpected events.

 

Features of Term Life Insurance

  1. Affordability

Term life insurance is generally more affordable than other types of life insurance. This makes it an accessible option for individuals and families looking for substantial coverage without the high costs associated with other life insurance products.

  1. Age of Entry

Term life insurance policies are available for individuals across a wide age range. Younger people can lock in lower premiums, while older individuals can still find suitable policies to meet their needs. This flexibility ensures that everyone can find a policy that fits their life stage and financial situation.

  1. Policy Term

The policy term can vary, typically ranging from 10 to 30 years. Choosing the right term depends on your financial goals and life stage. For example, if you have young children, you might choose a term that covers the years until they are financially independent.

  1. Maturity Benefits

Term life insurance is usually there to help out if someone dies unexpectedly. But sometimes, there's an extra bonus. If the person who bought the insurance policy is alive during the term they chose, they might get some money back. This can give them more financial security and make the insurance even better for them.

  1. Life Cover

Term life insurance gives you a substantial life cover. If something happens to you and you pass away while the insurance is active, your loved ones get the insurance amount. They can use this money to handle important expenses like paying off a mortgage, paying for their kids' education, and covering everyday costs for their families.

  1. Tax Benefits

Premiums paid towards term life insurance are eligible for tax deductions Under Section 80C of the Income Tax Act, 1961, you can claim deductions up to ₹ 1.5 lakh on the premium you pay for your term plan. The payouts are also tax-exempt under Section 10(10D). This provides additional financial benefits, making term life insurance an even more attractive option for those looking to maximize their tax savings while securing their family's future.

 

Who Should Buy Term Life Insurance?

  1. Young Professionals: If you're just starting your career, getting term life insurance early means you pay lower premiums. It helps protect your financial goals as you build your career and savings. Your loved ones are financially secure if unfortunately, something happens to you.

  2. Newly Married: Term life insurance provides financial security for newlyweds as they start their lives together and plan for children. It ensures that if one spouse passes away unexpectedly, the surviving partner is financially supported.

  3. Parents with Kids: For parents, term life insurance ensures that their children's future is secure. It covers expenses like education and living costs if a parent dies, helping kids maintain their lifestyle and pursue their dreams.

  4. Homemakers: Even if you don't earn a salary, term life insurance protects the financial stability of your family. It covers expenses like childcare and household management if something happens to you, ensuring your family can maintain their lifestyle.

  5. Self-Employed: Term life insurance is crucial for self-employed individuals to secure their business and family financially. It helps cover business debts and supports your family's financial needs if you pass away unexpectedly.

  6. Taxpayers: The taxpayers can avail deductions of up to ₹ 1.5 lakh per annum for the amount paid towards the premium of a life insurance policy subject to the conditions prescribed under Section 80C of The Income Tax Act, 1961.

  7. NRIs (Non-Resident Indians): NRIs can use term life insurance to protect their family back home in India. It provides financial support to loved ones in India, even if the NRI is living and working abroad.

 

How Does Term Life Insurance Work?

In Term life insurance, the policyholder pays regular premiums to the insurance company. If the policyholder dies within the term, the insurance company pays a death benefit to the beneficiaries. If the policyholder survives the term, no benefit is paid unless the policy includes maturity benefits.

 

Factors to Consider Before Buying Term Life Insurance

  1. Coverage Amount (Sum Assured)

Determine the coverage amount based on your future financial goals, liabilities, and dependents' future needs. This ensures your family can maintain their lifestyle and meet future expenses. Consider factors such as outstanding debts, living expenses, and future financial goals when determining the coverage amount.

  1. Claim Settlement Ratio

When choosing an insurance provider, check their claim settlement ratio. This shows the percentage of claims they pay out compared to the total received. A higher ratio indicates a more reliable company likely to pay your claim. This ensures confidence that the insurer will support you when needed.

  1. Solvency Ratio

The solvency ratio tells you if an insurance company has enough money to pay your claim. A higher solvency ratio means the company is financially strong and likely to pay out the benefits you are owed. This is important to make sure the company can pay the death benefit when you need it.

  1. Riders and Add-ons

When you're looking at your insurance options, check out additional features you can add to your basic policy, like coverage for serious illnesses, accidental death benefits, or the option to skip premium payments if needed. These extras are designed to give you more protection that fits your specific situation.

  1. Conversion Option

Check if your insurance policy has a conversion option. This lets you change a term life insurance plan into a permanent one without needing another medical exam. This can be helpful as your insurance needs change over time. For instance, if you decide you need coverage for your entire life, the conversion option means you can extend your insurance without having to go through another medical check-up.

 

Get the Best Insurance Plan with BANKIT

Choosing the best insurance plan can be tough. You need to consider many factors to find the right one for your financial goals and future needs. But with a BANKIT agent (POSP), this process becomes much simpler.

As a BANKIT agent, you become a POSP to offer various insurance services, such as term insurance, accidental insurance, health insurance, and coverage for 2-wheelers and 4-wheelers. This role allows you to earn good commissions and improve your financial health.

Join BANKIT for a safer future. As an agent, you'll help educate and empower others with important knowledge, making a positive impact on your community. Start your journey with BANKIT today and make a difference. Visit www.bankit.in to learn more and get started.