Is Your Cash Value Life Insurance Policy Still a Good Fit for You?

December 1, 2020 by Dennis Ho, FSA, CFA

When most people buy a life insurance policy, they file it away hoping to never need it. But, if you have cash value life insurance policy, such as whole life, universal life or variable universal life, you purchased more than just insurance coverage. Your policy is also an investment, and some of your premiums over the years went to building cash value.

 Like other assets in your portfolio, it’s important to review your policy regularly to make sure it still fits your goals and is performing as expected.

Click HERE to read the full story via Kiplinger

Originally Posted at Kiplinger on November 30, 2020 by Dennis Ho, FSA, CFA.