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Question

My husband is 50. we have two kids 20 and 14 years old. My husband is the only working person. He is a physiscian with good salary. What kind of life insurance should we buy. We have two houses with mortgage of around 800,000.00$

Submitted: 47 days and 11 hours ago.
Category: Finance
Value: $15
Status: CLOSED
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Country/State/Province of question: Michigan

Posted by Bill 47 days and 11 hours ago.

Answer

Term insurance would be the least expensive. The insurance will remain in force for a certain period of time. He could purchase level term insurance where the death benefit remains level for a certain period of years with the premium amount guaranteed for each of the years. The period of time could be anywhere from 5 - 30 years. At the end of the last period the insurance will cease or he could possibly renew it or convert it to another type of insurance. However, the premium will increase at the end of the period.

 

Generally, term insurance is purchased when the need is only for a certain number of years (for example, after children are grown, mortgage paid off, up until retirement, etc).

 

http://en.wikipedia.org/wiki/Term_life_insurance

 

http://www.ehow.com/facts_5028729_term-insurance.html?ref=fuel&utm_source=yahoo&utm_medium=ssp&utm_campaign=yssp_art

 

47 days and 10 hours ago.

Reply

This is least expensive but is it the best one?. Are there any other life insurances on the market you can suggest? Do those insurances guarantee profit?

Accepted Answer

If the primary purpose for purchasing the life insurance is to provide a lump sum for you in the event of your husband's premature death then term insurance would be the best type of policy to purchase. If the objective is to provide a lump sum and also to serve as a forced savings arrangement then a universal life (UL) policy might be best. The universal life policy is a permanent policy where the premiums are somewhat flexible and cash value builds in the policy that can be borrowed from and/or withdrawn. However, the premium is going to be significantly more on a UL policy than a term policy. For example, if your husband is in good health and obtains a preferred rating then the annual premium for a 15 level term policy for $1,000,000 would be about $1,400 - $1,600. For a UL policy the premium could be $8,000 - $10,000. The premium is more because a portion of the premium is used to cover mortality and policy expenses with the remaining portion invested in the cash value. The UL policy may guarantee a minimum growth rate on the cash value of 1 - 2% based on current market interest rates.

 

http://www.lifeinsurance.net/about-universal-life-insurance.htm

 

 



Edited by Bill on 10/7/2009 at 2:40 PM

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Expert: Bill
Pos. Feedback: 100.0 %
Accepts: 
Answered: 10/7/2009

Financial Advisor

EA, QPA, CHFC, CEBS, CLU - 29 years experience providing financial advice

47 days and 7 hours ago.

Reply

Thank you very much for answer. One more question. 8 years ago someone advised us Variable life insurance. So far we put 162000$ and policy is worth 102000$. From my prospective it was not a good investment. Should we cancel that policy and buy different one? that term life insurance sounds much better.

Posted by Bill 47 days and 6 hours ago.

Answer

Since your total premium payments of $162,000 exceed the cash value of $102,000 there would be no tax consequences from surrendering the policy. You may want to check with the insurance company to see if there is a surrender charge. As long as your husband is in good health and there are no surrender charges then in my opinion the term insurance would be a better alternative. He should obtain the term insurance first before surrendering the policy in the event that something happened to him in the interim if he surrendered the policy first before having the term insurance in effect.

 

Since he will receive a significant amount of funds from surrendering the policy, if he has his own practice then he could consider funding a retirement plan if he doesn't already have a plan in place.

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