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Term Insurance: How Much Cover Do You Actually Need?

December 15, 2023

Term insurance is the most important financial product you'll buy—and hopefully never use. Yet it's commonly either skipped entirely or bought with the wrong cover amount.

Who Needs Term Insurance?

You NEED it if:

  • You have a spouse who doesn't earn or earns less
  • You have children
  • You have dependent parents
  • You have outstanding loans

You may NOT need it if:

  • You're single with no dependents
  • Your spouse earns enough
  • You have sufficient assets

The Simple Approach: Income Multiplier

Cover = Annual Income × Multiplier

AgeMultiplier 25-3015-20x 30-3515x 35-4012x 40-4510x

Example:

  • Age: 30
  • Annual income: ₹15,00,000
  • Cover needed: ₹15,00,000 × 15 = ₹2.25 crore
Round up to ₹2.5 crore or ₹3 crore.

Adjustments to Make

Increase if:

  • You have a home loan (add outstanding)
  • Children are very young
  • You're the sole earner

Decrease if:

  • Spouse earns well
  • Significant existing savings
  • Children are older

How Much Does This Cost?

For a 30-year-old, non-smoker, healthy male:

CoverAnnual Premium ₹1 crore₹10,000 - ₹12,000 ₹2 crore₹18,000 - ₹22,000 ₹3 crore₹26,000 - ₹32,000

Remarkably affordable for the protection provided.

Choosing the Right Policy

Look For:

1. Claim Settlement Ratio: 95%+ CSR 2. Policy Term: Till age 60-65 3. Online Purchase: Cheaper, no agent commission

What About Employer Insurance?

Great as bonus, dangerous as only cover:

  • Ends when you leave job
  • Cover is usually low (2-5x salary)
  • You can't take it with you
Always have personal term insurance.

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