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Trade Publication Article
Whole Life Policies 101
2020
Overview
The cost basis in the policy (essentially how much premium has been paid to date into the policy); The current cash value and cash surrender value; The current policy loan amount if any; The current dividend options; and Forward looking illustrations that show how the policy performs at different dividend rate assumptions and utilizing different policy options. Variable life insurance products are long-term investments and may not be suitable for all investors. Private Placement Life Insurance is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products.
Publisher
Informa
Subject
