How Much Life Insurance Do You Need? Quiz

Six questions. Outputs a dollar coverage target anchored to real 2026 costs — not a generic 10x-income rule of thumb.

0 of 6 answered
Score: 0 / 37
  1. 1.How old are you?
  2. 2.How many dependent children do you support?
  3. 3.What’s your gross annual household income?
  4. 4.What’s your outstanding mortgage balance?
  5. 5.How much do you have in liquid savings + retirement accounts?
  6. 6.How much life insurance do you already own (outside employer group)?

The Insurance Shopper's Checklist

Free PDF: 50 questions to ask before buying any policy.

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Why 10x income is usually wrong

The popular “10x income” rule was coined in an era of smaller mortgages, higher savings rates, and single-earner households. In 2026, median household income is about $78k and the median new mortgage is $370k, so 10x income on a dual-earner household with two kids under 10 routinely under-buys by 30–50%.

The DIME method — Debt, Income replacement, Mortgage, Education — is a better starting point. Add them up, subtract existing liquid assets, and the result is your coverage target. This quiz is DIME with age-based and dependent-count adjustments baked in.

The real cost at each coverage level

Here are actual 20-year level term quotes for a healthy 35-year-old non-smoker from carriers like Haven Life and Ladder in April 2026:

  • $500k: $22–$30/month
  • $1M: $38–$55/month
  • $1.5M: $52–$75/month
  • $2M: $75–$110/month
  • $3M: $115–$165/month

Female rates typically run 15–25% cheaper than male. Smokers can expect 2.5–4x these numbers. Every 5 years you delay, pricing climbs roughly 30%.

When to use a ladder instead of one policy

A 35-year-old with a newborn, a $450k mortgage, and $120k income probably needs $1.5M today but only $600k in 15 years once the mortgage is down and one kid is nearly through college. Buying a flat $1.5M 20-year term overpays for the back half.

Instead, ladder: $600k 30-year + $500k 20-year + $400k 10-year. Total Year-1 premium is often 15–25% lower than a single $1.5M policy, and coverage steps down naturally as needs shrink. The Life Insurance Ladder Calculator models this in seconds.

Stay-at-home parent coverage

If one parent is not working for pay, they still need coverage — usually $400k–$600k of 20-year term. The working parent doesn’t become a full-time parent overnight if tragedy strikes. You will pay for childcare, housekeeping, tutoring, and logistics. At $35–$55k/year of replacement services for 10–15 years, $500k is the honest number.

Most insurers require proof of household income and allow spousal coverage up to roughly 50–100% of the working spouse’s face amount. Skipping this policy is one of the most common mistakes underwriting-aware planners flag.

What the quiz doesn’t know

The quiz can’t see your health class. If you have managed hypertension, a past DUI, a family history of early-onset cancer, or are a private pilot, your preferred-rate price will be 1.5–3x the quotes above. Always pull real quotes through at least two independent brokers — Policygenius and one specialist (Crump, LBS, Quotacy) — before signing.

It also can’t know if you own a business with a buy-sell agreement, or carry student loan co-signer risk. Both of those push coverage higher and deserve a human planner’s eye.

Term first, permanent later (maybe)

For 90% of quiz-takers, a 20- or 30-year level term is the right answer. Permanent insurance (whole, universal, IUL) is worth considering only after you’ve maxed retirement accounts, have a taxable estate problem (>$13.6M in 2026), or specifically need lifelong coverage for a special-needs dependent.

If a sales agent opens with permanent on the first call, get a second opinion. The Term vs. Whole Life Comparison page runs the 30-year math so you can see the gap with your own numbers.

Next steps after the quiz

Print the PDF, then:

  1. Pull 3 quotes from independent brokers (Policygenius, Quotacy, your local indy). Use the exact face amount and term from the quiz.
  2. Disclose honestly on the application. Lies void coverage at claim time.
  3. Complete the medical exam quickly — rate locks usually expire in 60–90 days.
  4. Name a contingent beneficiary. Primary-only beneficiary designations create probate delays.
  5. Review coverage every 3 years or after any life event (child, home purchase, income jump of 25%+).

Circle back with the Coverage Gap Analyzer once policies are in force to confirm nothing slipped through.

Related tools

Frequently Asked Questions

It is a decent starting point, but it ignores debts, childcare years remaining, and existing coverage. A 32-year-old with a newborn and a mortgage usually needs 12–15x income; a 55-year-old with no mortgage and adult kids might need 2–4x. The quiz adjusts for those inputs so you don’t over- or under-buy.

The Insurance Shopper's Checklist

Free PDF: 50 questions to ask before buying any policy.