Universal Life Insurance

Flexible permanent coverage with adjustable premiums.

Typical cost: $75 – $400+ per month

Universal Life Insurance

Universal life offers permanent coverage with flexibility. Unlike whole life's fixed structure, universal life lets you adjust your premium payments and death benefit as your needs change. Cash value earns interest based on current rates.

Interest Rate Sensitivity

Universal life cash value grows based on current interest rates, with a guaranteed minimum floor. In low-rate environments, policies may require higher premiums to stay in force. Monitor your policy to ensure adequate funding.

What's covered

Flexible Premiums

Pay more or less within limits as your financial situation changes.

Adjustable Death Benefit

Increase or decrease coverage as needs evolve.

Cash Value

Earns interest based on current market rates with a guaranteed minimum.

Tax-Deferred Growth

Cash value grows without annual taxation.

Policy Loans

Borrow against cash value at competitive rates.

Tips

  • Monitor your policy annually—underfunding can cause it to lapse
  • Interest rate sensitivity means cash value projections aren't guaranteed
  • Flexibility can be valuable if your income varies
  • Compare guaranteed vs projected values when evaluating policies
  • Consider indexed or variable universal life for potential higher returns

Other life insurance types

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