Notes
Outline
Life Insurance Considerations
Term Insurance - 10 Year Renewable Guaranteed
Term insurance is often used for one of two purposes - to cover a temporary need or to cover a permanent need temporarily. The advantage of this type of coverage is that
it is inexpensive to start and easy to understand. The disadvantages of this
Term to 100: LCOI Minimum Life-Pay
Universal Life: RBC Insurance Security Fund 4
Universal Life: Using the Tax Shelter to Fund the Insurance
Universal Life: Using the Tax Shelter
to build an Emergency Fund
Impact of Changing Interest Rates
Universal Life: Using the Tax Shelter Randomly
A Summary of Considerations