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[DOC File]90-1278-04 Variable Life Surrender of Policy for Cash Value
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The cash value is equal to the policy value plus the value of any paid-up additional insurance, reduced by any policy debt outstanding and any surrender charges if applicable. If you are not paying premiums on an annual basis, we reduce the cash value for any premiums due later in the year. For further information, refer to the prospectus.
whole life cash value chart

[DOC File]U
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Cash held in savings and checking accounts, safe deposit boxes, homes, etc. Cash value of whole life insurance policies available to the individual before death. Equity in rental property and other capital investments. Personal property held as an investment. Lump sum receipts or one-time receipts. Mortgage or deed of trust held by an applicant
benefits of cash value life insurance

[DOC File]COMMUNITY PROPERTY
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H purchases a whole life insurance policy (cash value) before marriage, and subsequent premiums are paid w/ CP after marriage. But, not term life insurance policy (no cash value, last premium pay. determines character). Reimbursement Rules: CP used to improve SP: Where spouse uses CP to improve own SP → improvements become part of the SP.
cash value of life insurance policy

[DOCX File]TMC Business
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A whole life policy differs from a term policy in that: premium on a whole life policy increases each year. no premiums are required when the insured turns age 65. the rate on a whole life policy is always lower than that charged on a term policy. a whole life policy accumulates cash value, whereas a term policy does not. none of the above
life insurance cash value definition

[DOC File]90-1278-01 Surrender of Paid-Up Additions for Cash Value ...
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SURRENDER OF PAID-UP ADDITIONS FOR CASH VALUE . TO: POLICYOWNER SERVICES DEPARTMENT, LOAN AND SURRENDER DIVISION LOSS OF COVERAGE The surrender of paid-up additions before a policy anniversary will reduce the dividend payable on the policy anniversary. If this form applies to any of the following policies: Extra Ordinary Life (EOL)
whole life cash value illustration

[DOCX File]Statutory Accounting Principles Working Group
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The difference between the account value and the cash value is the surrender charge, if any. After the surrender period is over, there is no difference. Some contract types have no account value such as traditional whole life, term, etc. So, if there is no account value, leave it blank. UL typically has an account value and a cash surrender value.
whole life cash value table

[DOC File]Client Asset Information
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Asset Description Gross Fair Market Value Loans, Liens & Encumbrances Net Fair Market Value Owners* Cash Accounts Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit Investment Securities Brokerage Accounts Stocks Dividend Reinvestment Mutual Funds Bonds (Corporate and Municipal) U.S. Savings Bonds U.S. Treasury ...
whole life insurance cash value

[DOC File]Veterans Affairs
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That plan has a cash value at the end of the sixth policy year provided premiums at the Whole Life (Ordinary Life) rate have been paid beginning with the sixth policy year following the effective date of the original issue and the policy is in force by payment or waiver of premiums.
whole life cash value calculator

[DOCX File]A plan may purchase life insurance as a means of providing ...
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Cash value accumulations in a life insurance contract are tax-deferred so there is no additional tax benefit of the contact being in the plan. P.S. 58 costs – The term insurance cost (P.S. 58) is includable in the employee’s taxable income.
whole life cash value chart

Cash value of whole life