Should You Exchange Your Life Insurance Policy?

Topics:
Insurance
Tags:
Business Operations,
Corporate Insurance,
Finance,
Financial Planning,
Insurance,
Life Insurance,
NASD
Source:
National Association of Securities Dealers

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Overview: If you own a life insurance policy, you may have been approached to exchange it for another new policy. This article helps you to know that even though the tax laws make the exchange income tax free and the new policy may appear better to you, you may be losing - not gaining - if you make the exchange. NASD is issuing this Alert because, increasingly, life insurance exchanges may involve variable products. Since variable products are securities, NASD wants to give you information to help you evaluate whether the exchange is right for you, and how you can find out what you need to know to make an appropriate decision.

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Format: HTML | Date: Sep 2003 | Pages: 1

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