Life Insurance Advice

Q: How do I check the financial strength of a life insurance company?

A: The financial health of the life insurance company is a critical component of any life insurance policy evaluation. Keep in mind that you do not want to simply choose the life insurance company that has the best financial strength. You want to make sure that the company is financially healthy, but you do not want to base your decision solely on which company has the stronger balance sheet.

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All of the rating firms require that you create an account, however none of them charge for their basic ratings service.

AM Best - AM Best focuses purely on the insurance industry. This makes them unique among the four major ratings firms and reflects an in-depth knowledge of the insurance industry that they developed over 100 years. AM Best's Financial Strength Ratings grade an insurance company's ability to meet its obligations to policyholders. You should look for a B++ or better, and a Fiancial Size Category of at least IX or higher.

Standard & Poors - Standard & Poors evaluates the financial health of companies in many industries. Take a look to see if the insurance company invests in high-risk assets.

Moodys - Moodys evaluates a company's ability to meet its short and long term debt obligations. Although Moody's website is cryptic, you can view the ratings for insurance companies. Look for a company with a rating of at least A or better (AAA is the highest). Moodys also offers an outlook for each company. Look for companies with a Positive (POS) or Stable (STA) outlook.

Fitch - Provides ratings similar to Standard & Poors and Moodys. Includes a letter rating of each insurer's financial strength and the outlook for the company.

 

Related Questions on Choosing a Life Insurance Company:

Life Insurance Medical Exam Tip!

Never cancel an existing life insurance policy until a new policy is in place.

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