- Minimum – $500
- Maximum – Cash surrender value minus $500
- Charge – No charge for withdrawals
TAX-FREE WITHDRAWALS AND LOANS
When the policy value is sufficient, clients may request withdrawals or loans to use for any purpose they wish.
They could use the funds to supplement retirement income, pay for children’s education, or help with unexpected expenses.
HERE’S HOW
After the free-look period, clients have the flexibility to make tax-free withdrawals at any given time, up to the amount of premium paid into the policy.
