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Variable Life Insurance: Flexible Protection & Investment Growth

Combine life insurance protection with investment opportunities in a single, adaptable policy that grows with your financial goals.

Understanding Variable Life Insurance

What is Variable Life Insurance?

Variable life insurance is a permanent life insurance policy with an investment component, allowing you to allocate portions of your premium payments to a variety of investment options, similar to mutual funds.

Key Benefits

  • Death benefit protection for beneficiaries
  • Tax-deferred investment growth potential
  • Flexible premium payment options
  • Choice of investment options
  • Ability to adjust coverage as needs change

How Variable Life Insurance Works

1

Premium Payment

Your premium is split between insurance costs and investment portions

2

Investment Allocation

Choose from various investment options based on your risk tolerance

3

Account Value Growth

Your investment portion grows tax-deferred based on market performance

4

Policy Management

Adjust coverage and investments as your needs change over time

Investment Options

Stock Funds

Equity investments for long-term growth potential

Bond Funds

Fixed-income investments for stability

Money Market

Conservative options for capital preservation

Understanding the Risks

Market Risk

Investment returns are not guaranteed and may fluctuate with market conditions

Insurance Costs

Policy charges and fees may impact overall returns

Policy Lapse Risk

Insufficient premium payments or poor investment performance may cause policy lapse

Variable Life Insurance Calculator

Projected Value

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Death Benefit

$0

Total Investment

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Frequently Asked Questions

What makes variable life insurance different from other types of life insurance?

Variable life insurance combines permanent life insurance coverage with investment opportunities. Unlike traditional whole life insurance, the cash value portion is invested in sub-accounts similar to mutual funds, offering potential for higher returns but also carrying market risk.

How are my premiums invested?

After deducting insurance costs and fees, your remaining premium is invested in sub-accounts of your choosing. These sub-accounts can include stocks, bonds, money market funds, or other investment options offered by the insurance company.

Can I change my investment allocations?

Yes, most variable life insurance policies allow you to reallocate your investments among different sub-accounts, typically without tax consequences. This flexibility lets you adjust your investment strategy as your goals or market conditions change.

What happens if the investment performance is poor?

Poor investment performance can decrease your policy's cash value and potentially affect your death benefit if it falls below the guaranteed minimum. In extreme cases, you may need to pay additional premiums to maintain the policy.