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Important Warning

Common Term Insurance Mistakes to Avoid

Don't let these common mistakes put your family's financial future at risk. Learn from others' errors and ensure your term insurance actually protects your loved ones.

Critical Warning: These Mistakes Can Lead to Claim Rejection

Over 15,000 term insurance claims worth ₹2,500+ crores are rejected annually in India. Most rejections happen due to mistakes made at the time of purchase - mistakes that families discover only when filing a claim. Don't let your family face this situation.

Why Are Claims Rejected?

Non-disclosure of health conditions35%
Non-disclosure of lifestyle habits (smoking, alcohol)20%
Policy lapse due to non-payment of premium18%
Death within contestability period (first 2-3 years)12%
Death due to excluded causes10%
Fraud or misrepresentation5%

Source: IRDAI Annual Report & Industry Analysis

Common Mistakes & How to Avoid Them

High Risk
Being Under-insured

The Problem:

Buying coverage of just ₹20-30 lakhs when you need ₹1-2 crores based on your income, debts, and dependents.

Consequence:

Your family receives a payout that's insufficient to maintain their lifestyle, pay off loans, or fund future goals. They may struggle financially despite your planning.

Solution:

Calculate coverage as 10-15 times annual income + all loans + future goals. For ₹12L income with ₹40L home loan, you need at least ₹1.6 Cr coverage.

Critical
Hiding Medical History

The Problem:

Not disclosing pre-existing conditions, past surgeries, family history of diseases, or lifestyle habits like smoking and alcohol consumption.

Consequence:

This is the #1 reason for claim rejection. Insurers can reject claims even years later if they find non-disclosure. Your family loses the entire benefit when they need it most.

Solution:

Declare ALL health conditions honestly. Pay slightly higher premium if needed. A policy that costs more but pays is infinitely better than a cheaper policy that rejects claims.

High Risk
Choosing Wrong Policy Term

The Problem:

Taking a 15-20 year term when you have 25-30 years of financial responsibilities ahead (children's education, spouse's retirement).

Consequence:

Coverage ends just when you need it most. After 50, buying new insurance is extremely expensive or may be denied due to health issues developed during the term.

Solution:

Choose term until retirement age (60-65) or until your youngest child becomes independent. Better to have coverage longer than needed than fall short.

High Risk
Relying Only on Employer Insurance

The Problem:

Depending solely on company-provided group insurance which is typically only 1-2 times your salary.

Consequence:

Coverage ends when you leave your job. During job transitions, layoffs, or career breaks, you're completely unprotected. Your family gets minimal payout if something happens.

Solution:

Maintain personal term insurance regardless of employer coverage. Consider employer insurance as a bonus, not your primary protection.

Medium Risk
Ignoring Nominee Details

The Problem:

Not updating nominee details, choosing minor as nominee without guardian, or not informing family about the policy.

Consequence:

Delayed or disputed claims. Family may not even know the policy exists. Legal complications can tie up the death benefit for years.

Solution:

Update nominee immediately after marriage, childbirth, or any change. Keep policy documents accessible. Tell your spouse/family about the policy and claim process.

Medium Risk
Buying Without Comparing

The Problem:

Buying the first policy an agent recommends without comparing premiums, features, claim ratios, or rider options.

Consequence:

You may pay 30-50% higher premium for similar or worse coverage. Or get stuck with an insurer having poor claim settlement record.

Solution:

Compare at least 5-6 insurers on premium, CSR, features, and riders. Online comparison makes this easy. Don't rush into a decades-long commitment.

Medium Risk
Not Considering Inflation

The Problem:

Buying ₹50L coverage today thinking it's enough, without accounting for inflation reducing its value over 20-30 years.

Consequence:

₹50L today will have purchasing power of only ₹19L after 20 years at 5% inflation. Your family's real protection declines every year.

Solution:

Build 30-40% buffer in coverage. Consider increasing cover option where sum assured grows by 5-10% annually. Review coverage every 5 years.

High Risk
Delaying the Purchase

The Problem:

Thinking 'I'm young and healthy, I'll buy later' or waiting for the 'perfect time' to buy insurance.

Consequence:

Premium increases by 8-10% every year you delay. Health issues may develop making coverage expensive or impossible to get. You remain unprotected.

Solution:

Buy as early as possible - ideally in your 20s. Lock in low premiums for the entire policy term. Tomorrow's health is never guaranteed.

Pre-Purchase Checklist

Before Buying Term Insurance, Ensure:
Declare all health conditions, surgeries, and medications
Disclose smoking, alcohol consumption, and tobacco use
Mention family history of heart disease, cancer, diabetes
Declare high-risk occupation or hobbies
Choose coverage based on thorough calculation, not guess
Select policy term covering all financial responsibilities
Compare multiple insurers on premium and CSR
Add essential riders (critical illness, accidental death)
Update nominee details and inform family
Set up auto-debit for premium payments
Keep policy documents accessible to family
Review coverage after major life events

Frequently Asked Questions

Learn More About Term Insurance

Don't Make These Mistakes

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