Term Insurance Timing Guide

When Should You Buy a Term Insurance Plan? Priority, Importance & Right Age in India

Every year you delay buying term insurance, your premium increases by 5-8%. At age 30, ₹2 Cr cover costs ₹20K/year. At age 40, it costs ₹48K/year—2.4x more. Learn the right age, priority in financial planning, and why protecting dependents can't wait.

Approx. 12 min read
Buy at 28 vs 40: 2.5x Premium Difference

The Right Age to Buy Term Insurance

The ideal age range to buy term insurance is 25-35 years. Here's why each age range matters and what happens if you delay:

Age 25-30: Optimal

  • • Lowest premiums (₹18K-₹20K for ₹2Cr)
  • • Best health = easy underwriting
  • • Lock low rates for 30-35 years
  • • No pre-existing conditions
  • • Maximum coverage period

Age 30-35: Still Good

  • • Premiums 20-30% higher
  • • Health issues may start
  • • Still affordable rates
  • • Good coverage period
  • • Last chance for low rates

Age 35+: Expensive

  • • Premiums 50-167% higher
  • • Health issues common
  • • Higher rejection risk
  • • Loading for conditions
  • • Shorter coverage period

Premium Escalation: Why Age Matters

This chart shows how term insurance premiums increase exponentially with age. Every year you delay, you pay significantly more for the same ₹2 Cr coverage.

Term Insurance Premium by Age (₹2 Cr Cover)

Age 28

₹18K

Lowest

Age 35

₹30K

+67%

Age 40

₹48K

+167%

Age 45

₹75K

+317%

💡 Key Insight: Premiums increase 5-8% per year after age 30. Buying at 28 vs 40 saves you ₹30K/year (₹9L over 30 years). Plus, you lock in low rates for the entire policy term.

The Cost of Waiting: Real Numbers

Compare the total cost of buying term insurance at different ages. The difference is staggering—waiting 7-12 years can cost you ₹3.6L-₹9L more over the policy term.

Total Premium Cost Over 30 Years (₹)

ScenarioAnnual PremiumTotal Cost (30 yrs)Extra Cost
Buy at Age 2818K5.4LBaseline
Buy at Age 3530K9.0L+₹3.6L
Buy at Age 4048K14.4L+₹9.0L

⚠️ Waiting 12 years (28 to 40) costs you ₹9L extra over 30 years. That's enough to fund a child's education or add to your retirement corpus.

Life Stage-Based Buying Guide

Your term insurance needs change with life stages. Here's when to buy and how much coverage you need at each stage:

Single (25-30)

₹50L - ₹1Cr

Premium: ₹8K - ₹12K/year

Basic protection, low income, no dependents yet

Newly Married (28-32)

₹1Cr - ₹2Cr

Premium: ₹12K - ₹20K/year

Spouse dependent, home loan likely, income growing

First Child (30-35)

₹2Cr - ₹3Cr

Premium: ₹20K - ₹35K/year

Child's future secured, education costs, peak responsibility

Multiple Dependents (35-40)

₹2.5Cr - ₹4Cr

Premium: ₹35K - ₹60K/year

Multiple children, higher expenses, loans, education goals

Peak Earning (40-45)

₹3Cr - ₹5Cr

Premium: ₹60K - ₹1L/year

Maximum earning years, all goals active, retirement approaching

💡 Pro Tip: Start with basic coverage in your 20s when premiums are lowest. Increase coverage as life stages change—marriage, children, loans. Don't wait for the "perfect time"—buy early, increase later.

Term Insurance Priority in Financial Planning

Term insurance should be your #2 priority (after emergency fund) in financial planning. Here's why it comes before investments and other goals:

1

Emergency Fund

3-6 months expenses

Immediate liquidity for unexpected expenses

2

Term Insurance

₹2-3Cr (Income × 20)

Protect dependents from financial crisis

3

Health Insurance

₹20-50L coverage

Protect savings from medical emergencies

4

Life Goals (SIP)

As per goals

Wealth creation for retirement, education, etc.

Why Term Insurance Before Investments?

Protection vs Wealth Creation

Term insurance protects your family if something happens early. Investments take 15-20 years to build—protection is needed from Day 1.

Cost Efficiency

₹20K/year gives ₹2Cr protection. To build ₹2Cr through investments, you need ₹25K/month for 20 years. Term insurance is 15x cheaper for protection.

When NOT to Delay: Critical Triggers

Don't wait for the "perfect time." Buy term insurance immediately if any of these situations apply:

Before Major Life Events

High
  • Marriage
  • First child
  • Home loan
  • Career change

Health Warning Signs

Critical
  • Family history of critical illness
  • Lifestyle risks (smoking, stress)
  • Pre-existing conditions developing

Financial Responsibilities

High
  • Dependents
  • Loans
  • Education goals
  • Retirement planning

Age Window Closing

High
  • Approaching 35
  • Health checkups showing issues
  • Premium becoming unaffordable

Common Excuses for Delaying (And Why They're Wrong)

"I'll buy when I'm older and have more money"

Premiums increase 5-8% per year. Waiting 10 years can cost you 2-3x more. Plus, health issues may make you uninsurable.

"I'm healthy, nothing will happen to me"

Life is unpredictable. Accidents, sudden illnesses don't check health records. Protection is about 'what if', not 'if'.

"I have employer group insurance"

Group insurance is usually ₹10-20L, which is 5-10x lower than your need. Plus, it ends when you change jobs.

"I'll buy after I finish other investments"

Term insurance should come BEFORE investments. ₹20K/year for protection enables you to invest confidently without worrying about dependents.

"Term insurance is expensive"

₹20K/year for ₹2Cr protection is 0.2% of coverage. That's cheaper than any other form of protection. Investments take ₹25K/month for 20 years to build ₹2Cr.

"I don't have dependents yet"

Buy early when premiums are lowest. You can increase coverage later when dependents arrive. Locking low rates saves lakhs over 30 years.

How Term Insurance Fits into Your Overall Financial Plan

Term insurance doesn't work in isolation. It's the foundation that enables all other financial goals. Here's how it integrates:

With Mutual Fund Investments

Term insurance protects your MF corpus. If something happens, your family gets ₹2Cr immediately instead of waiting 15-20 years for MF to grow. Your investments stay untouched for goals.

Read: Why MF Investors Need Term Insurance

With Health Insurance

Term insurance protects income, health insurance protects savings. Both are essential—term for life protection, health for medical emergencies. Buy both early.

Read: Why Health Insurance is Essential

With Emergency Fund

Emergency fund (3-6 months) is Priority #1, term insurance is Priority #2. Emergency fund handles short-term crises, term insurance handles long-term protection.

Get Financial Assessment

With Goal-Based Planning

Term insurance ensures your goals (retirement, education, home) are protected even if something happens to you. It's the safety net that enables goal-based investing.

Learn About Goal-Based Planning

Key Takeaways: When to Buy Term Insurance

Buy between 25-35 for best rates (premiums increase 5-8% per year after 30)

Don't delay if you have dependents—protection is needed from Day 1

Term insurance is Priority #2 in financial planning (after emergency fund)

Premiums increase exponentially with age—buying at 28 vs 40 saves ₹9L over 30 years

Health issues can make you uninsurable—buy early while healthy

Start with basic coverage, increase as life stages change (marriage, children, loans)

Term insurance enables other goals—it's the foundation, not an expense

Lock low rates for 30-35 years by buying early—premiums stay fixed throughout policy term

Don't Delay—Protect Your Dependents Today

Every Year You Delay Costs You More

Premiums increase 5-8% per year after age 30. Buying at 28 vs 40 can save you ₹9L over 30 years. Plus, health issues can make you uninsurable. Don't wait for the perfect time—buy term insurance now when premiums are lowest and you're healthy. Protect your dependents before it's too late.

Disclaimer

Premiums, costs, and calculations shown are illustrative and for educational purposes only. Actual term insurance premiums depend on insurer underwriting, medical reports, disclosures, age, lifestyle, sum assured, policy term, and applicable taxes.

Insurance cover adequacy is personal and should be reviewed regularly with a qualified professional. This content is for education, not a solicitation or promise of returns. Please read policy wordings, exclusions, and riders carefully before purchasing.

The age-based premium comparisons are indicative and vary by insurer, health condition, and policy features. Actual premiums may be higher or lower based on individual circumstances.

HRP WEALTH | 9327141436 | hrpwealth@gmail.com | IRDA Authorized Insurance Consultant | AMFI Registered Mutual Fund Distributor (ARN-342284) | Not a SEBI-Registered Investment Adviser

When Should You Buy Term Insurance Plan? Priority, Importance & Right Age in India | HRP Wealth | HRP Wealth