WL LOANS

[SamIam]

Does anyone have an Excel spreadsheet for loans on the WL insurance policy? The one I had got erased. Sometimes it was nice and easy to use when talking to potential clients about a policy.

 

[Allen Trent]

Not understanding what you are looking for exactly. There really is no such thing as a loan from a life policy. Technically you are taking a loan from the insurance company & they then take a collateral position against your cash value.

So, you can use any online loan excel spreadsheet you want. But you also need to know if the policy will pay a lower dividend rate on any Cash value impacted by collateral assignment against it