Policy Loans

It’s important to remember that a policy loan is a loan from the mutual insurance company from which you get your whole life policy, and not a loan from yourself (as a 401k loan typically is).  If you don’t understand this, the following won’t make much sense.  We feel like, in most cases, policy loans […]

Accessing Money from a Whole Life Policy

Lately, a few people have asked how policy loans work when you have a whole life policy. We’ll address this in the next couple of posts. There are two typical ways to access cash from your in-force whole life policy when you are still young.  There are other ways to get creative, and options that […]

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