Here’s the Math Behind a Whole Life Insurance Policy

December 23, 2020 by Neal Templin

Whole life insurance often finds itself on the list of financial don’ts, in large part because of its opacity. But with a growing number of researchers recommending that retirement savers consider how they might benefit from a whole life policy, we decided to try to peel back the curtain a bit on this investment vehicle to better understand this math.

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Originally Posted at Barron's on December 19, 2020 by Neal Templin.