Income & living benefits

Modern permanent policies often include living benefits — features that may help if you face a serious illness or want access to cash value during your lifetime.

Underwriting steps

Application → health questionnaire → records review → possible exam → offer. Some carriers offer accelerated underwriting with no exam.

Beneficiaries explained

Primary beneficiary receives the death benefit. Contingent beneficiary is the backup. You can name multiple, with percentages.

Living benefits overview

Accelerated death benefit riders may let you access part of the policy value if diagnosed with a qualifying illness. Availability and amounts vary by carrier and state.

Cash value access

Permanent policies build cash value over time. You may borrow against it or withdraw, but doing so reduces the death benefit and may cause the policy to lapse if not managed.

This information is educational only and is not legal, tax, or financial advice. Insurance products are not investments and do not guarantee returns. Riders and benefits vary by carrier, product, and state. Suitability depends on your individual situation.
Get my free quote in 60 seconds