All guides
Life5 min read

Sizing Your Term Life Policy: A Simple Formula

Ten times your income? DIME? Here's how to land on a number that actually fits your family.

Start with the job the policy does

A term life policy has one job: if you die during your working years, it replaces the financial support your family would lose. That means the right size isn't a mystical number — it's the sum of what your people would need. Income to live on, debts to retire, a mortgage to keep, tuition down the road.

It also means life insurance isn't just for the primary earner. A stay-at-home parent's work — childcare, transportation, household management — would cost real money to replace, and a policy on that parent is often the most overlooked piece of a family's plan.

The quick method: a multiple of income

The fastest rule of thumb is to carry roughly ten to twelve times your annual income. It's blunt, but it gets most families into a sensible range in ten seconds, and it errs toward enough rather than too little. If you want one number to sanity-check any agent's recommendation, this is it.

The multiple works because a lump sum that size, prudently invested, can generate income support for many years while the family adjusts. Families with young children or a single income often size toward the top of the range — or above it.

The tailored method: DIME

DIME stands for Debt, Income, Mortgage, and Education — add the four together for a personalized target. Debt: everything outside the mortgage, plus final expenses. Income: your annual income times the number of years your family would need it (many people use the years until their youngest is independent). Mortgage: the payoff balance. Education: an estimate for each child's schooling.

Then subtract what you already have: existing savings earmarked for these goals and any coverage through work. A note of caution on that last one — employer group coverage usually ends when the job does, so most planners treat it as a bonus rather than the foundation.

Picking the term length — and keeping it affordable

Match the term to your longest obligation. If your youngest is two and your mortgage has 28 years left, a 30-year term covers the whole arc; if the kids are nearly launched and the house is nearly paid, 10 or 15 years may do. Some families ladder policies — say, a larger 20-year policy plus a smaller 30-year one — so coverage steps down as obligations shrink.

Term insurance is generally most affordable when you're young and healthy, and level-premium policies lock the price for the full term. Since carriers underwrite health very differently, the same person can get noticeably different quotes for identical coverage — which makes comparison shopping the easiest money you'll save on the whole exercise.

Ready to put this guide to work?

Compare life rates from licensed independent agents in about two minutes — free, no obligation, and Dash does all the running.

Get My Quote