Free Term vs Whole Life Insurance Calculator

Compare term life and whole life insurance costs and the potential investment difference over time.

USD
USD
years
%

Monthly Savings (Buy Term)

$310

Total Term Premiums$9,600
Total Whole Life Premiums$84,000
Invested Savings Value$161,487

Monthly Savings (Buy Term) vs Term Life Monthly Premium

Buy Term and Invest the Difference

This strategy compares two approaches:

1. Whole life: Higher premiums that build cash value inside the policy 2. Term + invest: Lower premiums, invest the savings in the market

Formula for Invested Savings

FV = Monthly Savings x [(1+r)^n - 1] / r

Where r is the monthly investment return and n is total months.

Considerations

  • Whole life guarantees cash value; investments carry market risk
  • Whole life has tax advantages on cash value growth
  • Term life expires; whole life is permanent
  • Example Calculation

    $40/month term vs $350/month whole life over 20 years at 7% return.

    1. 01Monthly savings = $350 - $40 = $310
    2. 02Total term premiums = $40 x 240 = $9,600
    3. 03Total whole life premiums = $350 x 240 = $84,000
    4. 04Invested at 7% for 20 years = $310 x [(1.00583)^240 - 1] / 0.00583 = ~$161,400

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