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For Self-Employed

Term Insurance for Self-Employed & Business Owners

As a business owner or freelancer, you don't have employer-provided insurance. Learn how to protect your family and business with the right term insurance coverage.

Self-Employed Need Higher Coverage

Unlike salaried employees with fixed income and employer benefits, self-employed individuals face income volatility, business liabilities, and no guaranteed retirement benefits. Your term insurance should cover business debts, family expenses, and provide for irregular income periods.

Unique Challenges for Self-Employed

Irregular Income

Unlike salaried employees, self-employed individuals often face fluctuating income. This makes it crucial to have a substantial financial safety net. Term insurance ensures your family can handle income volatility even in your absence.

💡 Choose flexible premium payment options
Business Liabilities

Business loans, equipment financing, and commercial property mortgages are common for entrepreneurs. If something happens to you, these liabilities shouldn't fall on your family. Your term coverage should account for all business debts.

💡 Include business loans in coverage calculation
No Employer Benefits

Self-employed individuals don't have employer-provided group insurance or gratuity benefits. You need to create your own safety net. Personal term insurance becomes even more critical for comprehensive protection.

💡 Build your own insurance portfolio
Income Documentation

Proving income for high coverage can be challenging without salary slips. ITR documents, bank statements, and business financials become crucial. Choose insurers who understand self-employed income patterns.

💡 Maintain clean financial records

What to Include in Your Coverage

Include All Business Loans
  • Business loans and overdraft facilities
  • Equipment and machinery financing
  • Commercial property mortgages
  • Personal guarantees given for business
  • Credit card dues (business and personal)
Account for Business Continuity
  • Working capital needs for 6-12 months
  • Employee salaries for transition period
  • Cost of hiring professional manager
  • Business restructuring costs
  • Outstanding client commitments
Personal Financial Goals
  • Children's education (₹30-50L per child)
  • Children's marriage (₹15-25L)
  • Spouse's retirement corpus
  • Outstanding personal loans
  • Regular household expenses for 15+ years

Coverage by Profession

🏥
Doctor

Recommended: ₹2-5 Crore

High earning potential, clinic setup loans, professional indemnity needs

Est. Premium₹15,000-25,000/year
⚖️
CA/Lawyer

Recommended: ₹1.5-3 Crore

Office setup, staff salaries, client obligations

Est. Premium₹12,000-20,000/year
💻
Freelancer

Recommended: ₹1-2 Crore

Irregular income, no paid leaves, self-funded retirement

Est. Premium₹8,000-15,000/year
🏪
Shop Owner

Recommended: ₹1.5-3 Crore

Inventory, shop rental deposits, supplier dues

Est. Premium₹10,000-20,000/year
🚀
Startup Founder

Recommended: ₹2-5 Crore

Investor commitments, company liabilities, personal guarantees

Est. Premium₹15,000-30,000/year
📊
Consultant

Recommended: ₹1-2.5 Crore

Project-based income, client relationships, intellectual property

Est. Premium₹8,000-18,000/year
Documents Required for Self-Employed
Last 3 years' Income Tax Returns (ITR) with computation of income
Bank statements for last 12 months showing business income
GST registration and returns if applicable
Business registration documents (Shop Act, Company Registration, etc.)
CA certified financial statements for larger coverage amounts
Profit and loss statements and balance sheets

For coverage above ₹1 crore, insurers may require additional financial documents and medical tests. Maintain consistent ITR filings as they serve as primary income proof for self-employed individuals.

Frequently Asked Questions

Learn More About Term Insurance

Protect Your Business & Family

As a self-employed professional, your family's financial security depends solely on your planning. Get comprehensive term insurance coverage today.