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A guide to whole life insurance

Explore the basic structure, potential features, and questions to ask about whole life insurance.

Whole life insurance is generally a form of permanent life insurance. Policy design, guarantees, costs, and any cash-value features vary, so it is important to review an individual policy rather than rely on general descriptions.

01

Designed for long-term coverage

Whole life is often considered by people who are looking for coverage that is not tied to a selected term. Continued coverage depends on the policy terms and keeping the policy in force.

02

Understand cash-value language

Some permanent policies may build cash value. Accessing policy values can affect the death benefit, policy performance, or both. Ask for an in-force illustration and a clear explanation of the implications.

03

Focus on the policy details

Premiums, guarantees, riders, surrender charges, loans, withdrawals, and dividends where applicable deserve careful review. A licensed professional can explain how each may apply.