| Universal Life Insurance is a type of insurance | | | | Realize, however, by doing this, the face amount |
| policy that not only provides protection in the | | | | of the policy will change because the difference |
| event of the insured's death, but it also serves as | | | | between the minimum monthly premium and the |
| an investment option. It may earn money market | | | | lower amount you pay is taken from the policy |
| interest rates. It's flexible and allows you to | | | | cash value. Be aware that most companies, if not |
| increase or decrease the amount of insurance | | | | all, include an expense charge for each premium |
| coverage you need throughout the policy term. | | | | payment. |
| Although it is flexible, there are certain | | | | • Withdrawals - You may withdraw |
| parameters you must follow. The policy limit may | | | | money from the cash value of the policy. |
| not be decreased beyond a predetermined | | | | Companies may have limits as to how many |
| amount, and increasing the coverage may subject | | | | withdrawals you may take each year and what |
| you to underwriting requirements. Always be | | | | the minimum amount can be. Each withdrawal |
| aware of your policy's terms and conditions. | | | | may be subject to fees or charges. |
| How does it work? | | | | Rates: |
| With a Universal Life policy you are in control of | | | | Rates vary depending on the company. Some |
| the amount and how often you pay the | | | | companies guarantee that the account value will |
| premiums. | | | | earn interest at the company's current interest |
| • You have the option to make lump | | | | rate. Other companies have come out with |
| sum payments which will increase the cash and | | | | policies where rates are guaranteed, regardless of |
| death benefit value of your policy. The interest on | | | | the interest rate the insurance company pays. |
| the cash value of the policy grows tax-deferred. | | | | The best advice is to shop around and always |
| • You may also, at times of financial | | | | know what's in the fine print. |
| hardship, lower the premium amount you pay. | | | | |