❤️‍🩹 Supplemental · Issue-Age · Lump-Sum Cash Benefit

Critical Illness Insurance — A Lump Sum When You Need It Most

A cancer diagnosis, a heart attack, a stroke — your major medical plan covers the treatment. But it doesn't cover your deductible, your out-of-pocket maximum, lost income during recovery, non-covered treatments, or the thousand other costs a serious illness creates. Critical illness insurance pays a single lump-sum cash benefit on first diagnosis — to use however you need, with no restrictions.

Cancer Heart Attack Stroke Organ Failure Bypass Surgery + More covered conditions

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First Diagnosis. Lump Sum. No Restrictions on Use.

Critical illness insurance is structurally different from all other insurance products. It doesn't reimburse providers. It doesn't coordinate with your health plan. It pays you — once — when you're diagnosed.

The mechanics of critical illness insurance are deliberately simple. You purchase a policy with a benefit amount — commonly $10,000, $20,000, $25,000, or $50,000. You pay a monthly premium that is fixed at your issue age. If you're diagnosed with a covered condition after the policy effective date, the carrier pays you the full benefit amount in a single lump-sum payment. That money is yours. No invoices required. No coordination with Medicare or your ACA plan. No requirement to spend it on medical bills.

Most people who receive a critical illness benefit apply it to the most immediate financial pressure they face: the major medical deductible and out-of-pocket maximum that the diagnosis triggers, medical bills for treatments their health plan doesn't cover, and income replacement during the weeks or months they're unable to work. But the money can also go toward mortgage payments, childcare, travel to a specialty cancer center, experimental treatment, or any other priority the policyholder has. The absence of restrictions is the point.

Critical illness insurance addresses a specific financial reality of modern health coverage: high-deductible plans protect you from the most catastrophic bills but leave you exposed to thousands of dollars in out-of-pocket costs before coverage kicks in. A $6,000 deductible and $8,000 out-of-pocket maximum means that a cancer diagnosis could cost you $8,000 in medical costs before major medical pays 100% — plus whatever income you lose during treatment, plus whatever your plan doesn't cover. A $25,000 critical illness benefit changes the financial reality of that scenario entirely.

Issue-age pricing applies. Critical illness premiums are set at the age you purchase the policy. A 38-year-old pays less per month than a 48-year-old for the same benefit amount — and that rate is locked. For a product that provides the most value when a serious illness occurs at an age where financial obligations are highest, buying coverage earlier produces a meaningfully lower lifetime cost.

Why This Isn't Redundant With Major Medical

The most common question about critical illness coverage is whether it's redundant with a good health plan. It isn't — and the reason is simple: major medical pays providers. Critical illness pays you. The financial shock of a serious diagnosis isn't only the treatment bills. It's the deductible, the income gap, the non-covered costs, the travel, the family impact. Critical illness coverage is designed to address everything your health plan doesn't pay — in cash, immediately, without conditions.

Common Covered Conditions
🎗️Cancer (invasive)Most common CI claim
❤️Heart AttackAcute myocardial infarction
🧠StrokeResulting in permanent deficit
🫀Coronary Artery BypassMajor cardiac surgery
🫁Major Organ FailureRequiring transplant
🩺Kidney FailureEnd-stage renal disease
🧬ALS / MSVaries by plan
🦯Blindness / DeafnessPermanent loss, varies by plan
ParalysisPermanent, varies by plan
Covered conditions and definitions vary by carrier and plan. Some plans offer tiered benefits — a percentage of the full benefit for less severe diagnoses. A broker reviews the covered condition list and definitions on any plan before recommendation.

What a Cancer Diagnosis Actually Costs — Beyond the Treatment Bills

Major medical covers most of the treatment. Here's everything else a serious diagnosis puts on your personal balance sheet — and how a $25,000 critical illness benefit changes the picture.

Without Critical Illness Coverage
Breast Cancer Diagnosis — Year One Financial Impact
Major medical deductible (triggered immediately)$6,000
Out-of-pocket maximum (likely hit during treatment)$8,500
Non-covered treatments / integrative care$2,000–$5,000
Travel to specialty cancer center (e.g. Mayo Phoenix)$500–$2,000
Childcare / household support during treatment$1,500–$4,000
Lost income (partial or full leave during treatment)Variable — often significant
Prescription costs (may exceed formulary coverage)$500–$3,000+
Estimated year-one out-of-pocket (excluding income loss)$19,000–$30,000+
With $25,000 Critical Illness Coverage
Same Diagnosis — Same Treatment — Different Financial Reality
Critical illness benefit paid on first diagnosis$25,000 lump sum
Applied to major medical deductible$6,000 covered
Applied to out-of-pocket maximum$8,500 covered
Remaining benefit for non-covered / income / other~$10,500 available
Non-covered treatments / integrative careCovered from benefit
Travel / childcare / householdCovered from benefit
Income replacement (partial)Partially offset by benefit
Net out-of-pocket after $25K benefit~$0–$5,000

Illustrative example for educational purposes. Actual costs vary significantly based on diagnosis type, severity, treatment protocol, plan design, geographic location, and individual circumstances. Major medical plan specifics, deductibles, and out-of-pocket maximums affect the outcome materially. Income loss estimates are not included in totals as they are highly variable. A licensed broker can model scenarios specific to your plan and benefit amount.

How to Size a Critical Illness Benefit

The right benefit amount depends on your major medical out-of-pocket exposure, your income, your family obligations, and your budget. Here's how a broker thinks about it.

$10K
Entry Level
Covers the deductible on a mid-range ACA plan with a little left over. Best for healthy individuals with lower deductibles who want meaningful protection at minimum premium.
~$15–25/mo at age 35
$50K
Comprehensive
Full out-of-pocket coverage plus substantial income replacement buffer. Appropriate for higher-income earners, self-employed individuals, business owners, or those with higher family financial obligations.
~$55–90/mo at age 35
Custom
Broker-Sized
A broker models your specific major medical plan deductible, out-of-pocket maximum, monthly income, and financial obligations to recommend the benefit amount that provides the right level of protection for your situation.
Quoted after assessment

The most common broker recommendation for critical illness benefit sizing starts with two numbers from your major medical plan: your individual deductible and your individual out-of-pocket maximum. These represent the maximum you could pay in a single year for a covered condition before your major medical plan pays 100%.

If your deductible is $5,000 and your out-of-pocket maximum is $8,000, a $10,000 CI benefit covers the full out-of-pocket exposure with $2,000 remaining. A $25,000 benefit covers the full exposure and provides $17,000 for income replacement, non-covered costs, and other needs. A $50,000 benefit provides roughly three months of average income replacement plus full out-of-pocket coverage for most plans.

The underwriting consideration: Unlike accident insurance, which is typically guaranteed issue, critical illness plans involve medical underwriting. Most plans use a health questionnaire rather than a full medical exam, but existing health conditions — particularly a prior cancer diagnosis — may affect eligibility or premiums. This is one of the strongest arguments for buying critical illness coverage while you're healthy: the underwriting is simple, the premium is locked at a young-age rate, and you have the protection in place before a diagnosis makes coverage harder to obtain.

A question brokers hear often: "Is critical illness coverage worth it if I'm generally healthy and have no family history of serious illness?" The actuarial answer is that cancer, heart attack, and stroke are not conditions that respect family history in every case — the American Cancer Society estimates that roughly 40% of Americans will receive a cancer diagnosis at some point in their lifetime, and most of those diagnoses occur in people who considered themselves healthy. The financial protection is most valuable precisely when the diagnosis is unexpected.

For Arizona residents on ACA plans with high deductibles, the arithmetic is particularly compelling. A $25,000 CI benefit at $35/month costs $420/year. A cancer diagnosis that triggers a $7,500 deductible and $10,000 out-of-pocket maximum would cost $10,000 out-of-pocket without the CI benefit — and the $25,000 benefit would leave $15,000 for income replacement and non-covered costs on top of covering the full out-of-pocket exposure. The premium-to-protection ratio at issue age is difficult to match with other financial products.

No Restrictions — Here's Where the Money Actually Goes

The lump-sum benefit is paid directly to you with no requirement to apply it to medical bills. Here are the six most common uses.

🏥

Major Medical Deductible & OOP Max

The most immediate application for most recipients — covering the deductible and out-of-pocket maximum triggered by the diagnosis, so ongoing treatment is covered at 100% by major medical as quickly as possible.

💵

Income Replacement

Cancer treatment, cardiac recovery, and stroke rehabilitation often require weeks or months of reduced work capacity. The CI benefit provides a cash bridge for household expenses, mortgage payments, and daily living costs during recovery.

✈️

Travel to Specialty Centers

Arizona has world-class cancer care at Mayo Clinic Phoenix and Banner MD Anderson — but many patients travel to national centers for second opinions or specialized treatment. Travel, lodging, and meals during extended treatment are legitimate uses of the CI benefit.

🧪

Non-Covered Treatments

Integrative oncology, experimental protocols, nutritional support, acupuncture, and other treatments that major medical plans don't cover can be meaningfully beneficial — and the CI benefit funds them without restriction.

👨‍👩‍👧

Family & Household Support

Childcare during treatment, home cleaning, meal delivery, and caregiver support for a spouse or parent are real costs that a diagnosis creates. The CI benefit covers these without the policyholder having to justify the expense.

🏠

Mortgage & Fixed Obligations

A two-income household that loses one income to an extended illness can face mortgage stress even with good health insurance. A $25,000–$50,000 CI benefit provides 3–6+ months of mortgage coverage at typical Arizona payment levels.

Critical Illness Insurance — Frequently Asked Questions

Most critical illness plans exclude conditions you had before the policy effective date — or conditions diagnosed within a "look-back period" (commonly 24 months before the policy start). If you had a prior cancer diagnosis and purchase a CI plan, a recurrence of that cancer may or may not be covered depending on the plan language. A broker reviews the pre-existing condition exclusion language on any plan before recommending it, particularly for applicants with prior health history. For healthy applicants, this is rarely an issue — which is another argument for purchasing while you're healthy.
Critical illness insurance only pays for conditions specifically listed in the policy. If you're diagnosed with a condition not on the covered list, no benefit is paid from the CI policy — your major medical plan covers treatment according to its standard terms. This is why reviewing the covered condition list carefully before enrollment is important. Broader plans that cover more conditions provide more comprehensive protection. A broker compares the covered condition lists across carriers and recommends the plan with the most comprehensive covered condition schedule at a competitive premium.
Some plans pay the full benefit once and then terminate. Others allow for multiple benefit payments — for example, paying for a cancer diagnosis and later paying again for a separate heart attack diagnosis. This varies by carrier and plan design. Some plans also offer a "return of premium" feature if no claims are made by a specified age. A broker identifies multi-event benefit plans if that's a priority, and models the premium difference between single-event and multi-event structures.
Generally, critical illness benefits received from a policy you paid for with after-tax dollars are not taxable income. If premiums were paid through an employer's pre-tax benefit program, the benefit may be subject to income tax. Consult a qualified tax advisor for guidance specific to your situation — the tax treatment depends on how premiums were paid and your individual circumstances. The general principle is that after-tax premium payments produce tax-free benefits, but your advisor should confirm this for your specific case.
The benefit payment process begins when you file a claim with documentation of your diagnosis — typically a physician's written diagnosis and relevant medical records. Most carriers process and pay approved claims within 2–4 weeks of receiving complete documentation. A broker who works with critical illness products regularly can help you navigate the claims process quickly, which matters considerably when you're dealing with a serious diagnosis and have immediate financial needs.

Get Critical Illness Coverage While You're Healthy

Issue-age pricing means the cost of coverage is lowest today. A licensed Arizona broker compares carriers, sizes the benefit to your out-of-pocket exposure, and helps you lock in your rate before you need it.

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