Ethical Responsibilities
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what is variable life insurance Informational
- Funding the Trust What are the ongoing administrative and trustee responsibilities associated with an ILIT that owns a variable life insurance policy?
- Policyholder Communication
- Investment Income What are the advantages of the tax-deferred growth offered by variable life insurance?
- COI Changes with Age
- Critical Analysis What are the key elements of a sound financial plan that should be considered in addition to life insurance, such as emergency savings and debt management?
- Needs Assessment What are the implications of future changes in interest rates on the performance of any fixed-rate loan taken against a variable life insurance policy?
- Interest Accrual What are the potential tax consequences of the cancellation of debt (COD) if a variable life insurance policy lapses with an outstanding loan?
- Value fluctuation What is the relationship between risk and return in variable life insurance investments?
- GDB Rider Comparison
- Evaluating Assumptions
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