👁️ Did You Know?

Life Insurance Has Living Benefits

70%
of Americans will experience a serious illness before age 65.
Up to 90%
If a major illness like a stroke or heart attack strikes, your policy can release up to 90% of your benefit right when you need it most.
$225,000
A $250,000 life insurance policy could give you up to $225,000 cash during a critical time.

How Living Benefits Work

You Have Coverage

Life insurance policy with Living Benefits included

Serious Illness Occurs

Critical, chronic, or terminal diagnosis

Access Your Benefits

Receive up to 90% while you're still living

Focus on Recovery

Use funds for treatment, bills, or living expenses

Traditional Life Insurance

  • Benefits only paid after death
  • No access during illness
  • Can't help with medical costs
VS

With Living Benefits

  • Access benefits while living
  • Help during critical illness
  • Pay for treatment & expenses

What Are Living Benefits?

Living Benefits, also known as Accelerated Death Benefits, allow policyholders to access a portion of their life insurance death benefit while they're still alive if they're diagnosed with a qualifying serious illness or condition.

Traditional life insurance only pays out after the policyholder passes away. But what if you need financial help during your lifetime? Living Benefits bridge that gap, providing financial support when you face critical, chronic, or terminal illnesses.

Key Advantage

Instead of waiting until death to receive benefits, you can access funds to pay for medical treatments, cover living expenses, maintain your lifestyle, or spend quality time with family during difficult times.

Three Types of Living Benefits

Understanding your options for accessing benefits during your lifetime

Critical Illness Benefit

Access funds if diagnosed with a life-threatening condition

Qualifying Conditions Include:

  • Heart Attack
  • Stroke
  • Cancer (invasive)
  • Organ Transplant
  • Kidney Failure
  • Coronary Artery Bypass
  • Major Organ Failure

Typical Payout: 25% to 50% of death benefit

Survival Period: Usually 14-30 days after diagnosis

Chronic Illness Benefit

Support for long-term care needs and daily living assistance

Qualifying Criteria:

  • Unable to perform 2+ Activities of Daily Living (ADLs)
  • Requires substantial supervision due to cognitive impairment
  • Condition expected to last 90+ days or be permanent

Activities of Daily Living (ADLs):

Bathing Dressing Eating Transferring Toileting Continence

Typical Payout: Up to 2% per month (varies by policy)

Use For: In-home care, nursing home, assisted living, medical equipment

Terminal Illness Benefit

Immediate access when life expectancy is limited

Qualifying Criteria:

  • Diagnosed with a terminal illness
  • Life expectancy of 12-24 months or less (varies by policy)
  • Confirmed by licensed physician

Typical Payout: Up to 95% of death benefit

Processing: No waiting period - fast approval

Use For: Experimental treatments, end-of-life care, quality time with family, paying off debts

How Living Benefits Work

1

Diagnosis

You're diagnosed with a qualifying critical, chronic, or terminal illness by a licensed medical professional.

2

Claim Submission

You or your representative submit a claim with required medical documentation to your insurance carrier.

3

Review & Approval

The insurance company reviews your claim to verify it meets the policy's qualifying conditions.

4

Receive Funds

Once approved, you receive the accelerated benefit payment to use as you see fit—no restrictions.

Life Insurance With vs. Without Living Benefits

Feature
With Living Benefits
Without Living Benefits
Death Benefit
Yes
Yes
Critical Illness Access
Yes
No
Chronic Illness Access
Yes
No
Terminal Illness Access
Yes
No
Long-Term Care Support
Yes
No
Flexibility During Life
Yes
No

Real Stories: Living Benefits in Action

See how living benefits made a difference for real families

Sarah's Story - Critical Illness

"When my husband was diagnosed with cancer at 52, we were devastated. Thanks to the Critical Illness living benefit, we accessed $75,000 from his $300,000 policy. This paid for experimental treatment not covered by insurance and allowed me to take time off work to be with him during chemotherapy. He's now in remission, and we're so grateful we had this option."

David's Story - Chronic Illness

"After a stroke at 45, I needed help with basic daily activities. The Chronic Illness benefit provided monthly payments that covered in-home care assistance. This allowed me to stay in my own home during recovery instead of going to a nursing facility. My family didn't have to drain savings or sell our house."

The Martinez Family - Terminal Illness

"When Mom was diagnosed with terminal illness, the Terminal Illness benefit gave us the gift of time. We accessed her life insurance benefits immediately and used them to take a family trip, make her comfortable at home, and pay off her medical bills. She passed peacefully knowing we were taken care of."

Common Questions About Living Benefits

Do living benefits cost extra?

Many policies include living benefits at no additional cost as a standard feature. Some may have a small administrative fee when you access the benefit, but there's typically no extra premium.

What happens to the death benefit if I use living benefits?

The amount you receive as a living benefit is deducted from your policy's death benefit. For example, if you have a $500,000 policy and receive $100,000 as a living benefit, your beneficiaries would receive $400,000 upon your death.

Are there restrictions on how I can use the money?

No. Once you receive the living benefit payment, you can use it for any purpose—medical bills, daily expenses, travel, paying off debt, or anything else you choose.

How quickly can I access the funds?

Processing time varies by carrier and benefit type. Terminal illness claims are often the fastest (days to weeks), while chronic illness may take longer. Critical illness typically processes within 2-4 weeks after providing required documentation.

Can I buy a policy if I already have health issues?

It depends on your specific health condition. Many people with managed health conditions can still qualify. Our advisors can help you explore your options and find carriers that may approve your application.

Is the living benefit payment taxable?

Generally, accelerated death benefits for terminal or chronic illness are not taxable under IRS guidelines. However, tax situations can vary, so we recommend consulting with a tax professional.

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