What’s the Catch? (Cost, Suitability & Common Misconceptions)
Whole life is significantly more expensive than term life—for the same death benefit. For example:
With a $100 monthly budget, you might afford:
- $500,000 of term life insurance (20–30 year term)
- ~$50,000 of whole life insurance (lifetime coverage + cash value)
That’s why we only recommend permanent policies when they’re a fit for your goals—not just because they “sound good.” Some clients value the
forced savings and stability; others prefer to
“buy term and invest the difference.” We’re here to walk through both approaches—without pressure.
Term vs Whole Life: A Quick Comparison
Term Life Insurance:
- Fixed term (e.g., 20 years)
- Lower premiums
- No cash value
- Ends if you outlive the term
Whole Life Insurance:
- Lifetime coverage
- Higher premiums
- Builds cash value
- Will eventually pay out

