Saw the Colonial Penn commercial? Call us first: (754) 800-1152 — We’ll show you what the same money buys elsewhere
Carrier Review — Independent & Unbiased

Colonial Penn $9.95 Plan Review 2026:
The Real Numbers They Don’t Show You

The commercials say $9.95. They don’t tell you that $9.95 buys as little as $418 in coverage — with a 2-year waiting period before it even pays out. Here’s exactly what you’re actually paying for, and what the same money buys you elsewhere.

A.M. Best Rating
A
Financially stable
BBB Rating
1.2/5
Poor consumer reviews
NAIC Complaints
5.70x
5x industry average
Waiting Period
2 Years
Every policy

Bottom line: Colonial Penn is legitimate and pays claims. But the $9.95 advertising is genuinely misleading. For almost every senior 50–85, there are better options with more coverage, lower cost, and no waiting period. The only exception is someone whose health is so poor they cannot qualify for simplified issue coverage anywhere.

HomeFinal Expense Insurance › Colonial Penn $9.95 Plan Review

What is the Colonial Penn $9.95 plan?

Colonial Penn’s $9.95 plan is a guaranteed acceptance whole life insurance policy sold in “units.” Every unit costs $9.95 per month. The catch is that the amount of coverage each unit provides depends entirely on your age and gender at the time you apply. The older you are, the less coverage each $9.95 buys. There are no health questions and no medical exam — but this comes with a mandatory 2-year waiting period on all natural cause deaths and some of the worst coverage-per-dollar ratios in the final expense market.

The number they hide in the commercial: Jonathan Lawson says “coverage starts at $9.95 a month.” He does not say how much coverage that $9.95 actually buys at your age. A 75-year-old male gets $549 in coverage per $9.95 unit. To get $10,000, he needs 19 units — but Colonial Penn caps you at 15 units. That means a 75-year-old male cannot reach $10,000 in coverage from Colonial Penn at any price.

LL

From Larry La Spina — Licensed Independent Broker

NPN #21598508 • Licensed in all 50 states • 9 A-rated carriers

I get calls every week from seniors who signed up for Colonial Penn after seeing the commercial and then discovered what they actually bought. A 70-year-old woman came to me paying $149.25/month for 15 Colonial Penn units — $15,000 in coverage with a 2-year wait. I moved her to Mutual of Omaha level benefit: $15,000, full payout from day one, for $76/month. That’s $876 per year she was wasting. Please call before you sign anything: (754) 800-1152.

The complete unit chart — what $9.95 really buys at every age

Colonial Penn never publishes a simple rate chart because their unit system makes that inconvenient. Here is every age from 55 to 85 with the real numbers, including the actual monthly cost to reach $10,000 in coverage:

AgePer unit — FemalePer unit — MaleUnits for $10K (F)Units for $10K (M)Monthly for $10K (F)Monthly for $10K (M)
55$1,761$1,42068$59.70$79.60
60$1,515$1,16779$69.65$89.55
65$1,258$896812$79.60$119.40
70$1,000$6891015*$99.50$149.25*
75$762$5491415* (max $8,235)$139.30$149.25* — can’t reach $10K
80$608$42615* (max $9,120)15* (max $6,390)$149.25* — can’t reach $10K$149.25* — can’t reach $10K
85$468$41815* (max $7,020)15* (max $6,270)$149.25* — can’t reach $10K$149.25* — can’t reach $10K

*15 units is the maximum. Highlighted rows indicate ages where $10,000 in coverage is impossible regardless of units purchased. Source: ColonialPenn.com. Not a quote.

At age 75 and above, Colonial Penn cannot provide $10,000 in coverage at any price. The average U.S. funeral costs $8,000–$12,000. An 80-year-old male paying the maximum $149.25/month gets only $6,390 in coverage — not enough to cover burial costs — and must still wait 2 years before it pays out.

The real cost comparison: Colonial Penn vs. your alternatives

This is the comparison Colonial Penn’s commercials never show. Same coverage amount, same age — radically different cost and protection:

ProfileColonial Penn monthlyWaiting periodMutual of Omaha monthlyWaiting periodAnnual savings
Female, age 65$119.40/mo (12 units)2 years$58/moNone$736/yr saved
Male, age 65Max 15 units = $13,440 only2 years$76/mo for full $15KNoneCan’t match at Colonial Penn
Female, age 70$149.25/mo (15 units)2 years$76/moNone$879/yr saved
Male, age 70Max 15 units = $10,335 only2 years$100/mo for full $15KNoneCan’t match at Colonial Penn

The 10-year cost comparison

65-year-old female seeking $15,000 in coverage — 10-year comparison

Colonial Penn: units needed for $15,00012 units at $119.40/month
Colonial Penn: when coverage startsAfter 2 full years for natural causes
Colonial Penn: 10-year total premiums paid$14,328
Mutual of Omaha level benefit monthly$58/month
Mutual of Omaha: when coverage startsDay one — no waiting period
Mutual of Omaha: 10-year total premiums paid$6,960
10-year savings choosing Mutual of Omaha$7,368 saved — plus full coverage from day one

What the 2-year waiting period actually means

All Colonial Penn $9.95 policies have a 2-year waiting period for natural cause deaths. If you die from any medical or health-related cause within the first 2 years of your policy, your beneficiaries receive only your premiums paid back plus 7% interest — not the death benefit. If you pay $119.40/month for 18 months and then die from a heart attack, your family receives approximately $2,148 — not the $15,000 you were insured for. Only accidental death is covered from day one.

This is not an industry standard. Mutual of Omaha, American Amicable, and Royal Neighbors all offer level benefit policies that pay the full death benefit from day one for both natural and accidental causes — at lower monthly premiums than Colonial Penn. The 2-year waiting period is specific to guaranteed issue products. Most seniors qualify for simplified issue level benefit and never need to accept a waiting period.

The Jonathan Lawson question

Jonathan Lawson is Colonial Penn’s current TV pitchman. Unlike previous spokespeople Alex Trebek and Ed McMahon who were paid celebrity endorsers, Lawson is an actual Colonial Penn employee who works in their marketing department. The company deliberately shifted to an employee pitchman to make the advertising feel more genuine and trustworthy.

The issue is not whether Lawson is real or fake. The issue is that the product he promotes does not deliver what his presentation implies. The commercial emphasizes “$9.95” and “guaranteed acceptance” without ever showing viewers how much coverage that $9.95 actually buys at their specific age — and that omission causes real financial harm to seniors who sign up believing they have meaningful burial coverage.

Pros and cons

✓ What Colonial Penn does right

  • Legitimate company — A-rated by A.M. Best, pays claims reliably
  • Guaranteed acceptance for anyone 50–85, no health questions
  • Premiums locked in and never increase once issued
  • Can apply online without speaking to an agent
  • One of the few options available for ages 81–85

✗ The serious problems

  • 2-year waiting period on every policy — no exceptions
  • Coverage per unit shrinks dramatically with age
  • Cannot reach $10,000 in coverage past age 75 at maximum units
  • Costs 2–3x more than simplified issue alternatives for same coverage
  • BBB rating 1.2/5 — among the worst in the insurance industry
  • NAIC complaint index 5.70 — five times the industry average
  • Confusing unit system makes comparison shopping deliberately difficult
  • Advertising omits the actual coverage amounts seniors receive

When Colonial Penn is — and isn’t — the right choice

The only valid use case: Your health is so severe that you cannot qualify for any simplified issue policy from any carrier, and you are between ages 50 and 85. Even in this scenario, AIG/Corebridge guaranteed issue is typically cheaper for the same coverage with the same 2-year waiting period. Colonial Penn is rarely even the cheapest guaranteed issue option available.

For everyone else — the vast majority of seniors — simplified issue level benefit from Mutual of Omaha, American Amicable, or Royal Neighbors delivers dramatically more coverage at lower cost with full payout from day one. Conditions like diabetes, COPD, heart disease, and cancer history do not automatically disqualify you. See our health condition guides: diabetes, COPD, heart disease, cancer history.

Colonial Penn vs. your real alternatives

CarrierCoverage typeWaiting periodEst. $15K cost (F, 65)Health questionsBest for
Colonial PennGuaranteed issue2 years$119.40/moNoneLast resort only
Mutual of OmahaLevel benefitNone$58/moSimplifiedClean health, best rates
American AmicableLevel benefitNone$62/moSimplifiedDiabetes, smokers, COPD
Royal NeighborsLevel benefitNone$56/moSimplifiedCheapest pricing, lenient underwriting
AIG / Corebridge GIGuaranteed issue2 years$100/moNoneSevere health — cheaper than Colonial Penn

Even AIG/Corebridge guaranteed issue — same 2-year waiting period as Colonial Penn — costs less for the same coverage amount. There is almost no scenario where Colonial Penn is the cheapest guaranteed issue option. If you genuinely need guaranteed issue, call us and we’ll find you a better rate: (754) 800-1152.

Before you call Colonial Penn — call us first

We’ll tell you in 10 minutes whether you qualify for level benefit at a fraction of Colonial Penn’s cost. If you don’t qualify for anything better, we’ll tell you that honestly. No pressure, no obligation.

See What I Actually Qualify For →

Frequently asked questions

How much coverage does the Colonial Penn $9.95 plan give you?
It depends entirely on your age and gender. A 65-year-old female gets $1,258 per $9.95 unit. A 65-year-old male gets $896. To get $15,000 in coverage, the female needs 12 units at $119.40/month. The male needs 17 units — but Colonial Penn caps at 15, so a 65-year-old male cannot reach $15,000. See the complete unit chart above for your specific age.
Is Colonial Penn a scam?
No. Colonial Penn is a licensed, legitimate insurance company that pays claims. It is not a scam. However, its advertising is genuinely misleading — the $9.95 figure implies affordable burial coverage when in reality $9.95 buys very little coverage at most ages, all policies have a 2-year waiting period, and the same coverage costs significantly more than alternatives that pay from day one.
What is the 2-year waiting period on Colonial Penn?
All Colonial Penn $9.95 policies have a 2-year waiting period for natural causes of death. If you die from any medical cause in the first 2 years, your beneficiaries receive only your premiums paid back plus 7% interest — not the death benefit. Only accidental death is covered from day one. This is not standard across the final expense industry — simplified issue carriers like Mutual of Omaha offer full day-one coverage.
Is there a better alternative to Colonial Penn?
For most seniors, yes — significantly better. Mutual of Omaha, American Amicable, and Royal Neighbors all offer simplified issue level benefit with full coverage from day one and lower monthly premiums. Even for people with health conditions like diabetes, COPD, or heart disease, level benefit is often available. See our health condition guides to find out what you actually qualify for before assuming you need guaranteed issue.
Who is Jonathan Lawson from the Colonial Penn commercials?
Jonathan Lawson is an actual Colonial Penn employee who works in their marketing department — not a paid outside celebrity like Alex Trebek or Ed McMahon. Colonial Penn shifted to an employee pitchman to make the advertising feel more authentic. The product, however, has not changed: same unit pricing, same 2-year waiting period, same coverage-per-dollar limitations.
What is the maximum coverage you can get from Colonial Penn?
Colonial Penn caps policies at 15 units. A 50-year-old female buying 15 units gets approximately $30,000. A 70-year-old male gets approximately $10,335 at maximum units. At ages 75 and above, you cannot reach $10,000 in coverage regardless of how many units you purchase.
When should someone actually consider Colonial Penn?
Only if your health is so severe that you cannot qualify for any simplified issue policy from any carrier. Even then, AIG/Corebridge guaranteed issue is typically cheaper for the same coverage with the same 2-year waiting period. An independent broker will tell you honestly if Colonial Penn is actually your best option — in most cases it isn’t.
Does Colonial Penn ask health questions?
No. The $9.95 plan asks no health questions — anyone 50–85 is automatically approved. This is why the 2-year waiting period exists and why the coverage per dollar is so poor. Carriers that ask health questions can offer full day-one coverage at lower rates because they price risk accurately. Colonial Penn prices for the worst possible risk because they accept everyone.

Related carrier reviews and health condition guides

Don’t buy Colonial Penn until you’ve seen the real comparison.

Tell us your age and basic health. In most cases you’ll qualify for more coverage, at lower cost, with full payout from day one. Free, no obligation, 10 minutes.

Share this:

Like this:

Like Loading…
Scroll to Top

Discover more from Anchor Life Insurance Group

Subscribe now to keep reading and get access to the full archive.

Continue reading