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Universal-Life-Insurance

Universal Life Insurance

What you should know about Universal Life Insurance in Canada 

Universal life insurance can be simplified as a form of permanent life insurance that does a lot more than your average life insurance scheme. In addition to safeguarding you and your family from financial calamities, this type of policy has a savings component as well. On top of that, the monthly premiums are very affordable and there are flexible premium options available. If you want to know more about universal life insurance, get in touch with our team at InsLyf Brokerage. You can discuss your financial needs with us and we can help you choose the right policy for you.

The workings behind this policy

With the advantage of more flexibility in terms of premiums (over whole life insurance), a policyholder can adjust their death benefits and premiums. This type of insurance policy consists of two components. First, there is the COI or the Cost of Insurance and second is the savings component also known as cash value. If you want to keep the policy active, you will have to pay a minimum COI amount on a monthly basis. This cost would include expenses for morality, policy administration and additional directly associated expenses to keep the policy in force. The factors that can affect the COI are:

  • family

    Policyholder’s age

  • insurance

    Insurability

  • Fixed-annuities-300x300

    The insured risk amount

Coming to the savings component, this would be the amount of total collected premiums above the cost of universal life insurance accumulated within the cash value portion of the policy. These savings will continually increase as long as you keep the policy active.

Flexibility on premiums

It is one of the unique selling points of a universal life insurance policy as unline whole life insurance schemes, universal life insurance plans can come with flexible premiums. If you’re opting for this policy, then you can pay more than the COI  and the extra amount would be processed towards the savings component of the scheme. If there are enough funds in the policy, you can even skip some payments without the fear of the policy getting lapsed. However, you should keep in mind that insurance costs are rising and depending on the credited interest there might not be enough cash value to the policy active. So, it is better that you keep on making your timely premium payments. If you have any queries, contact InsLyf Brokerage and get them resolved.

Pros of universal life insurance

Here are some advantages of universal life insurance:

  • You can pay higher premiums and accumulate more cash in the savings component

  • You can pay premiums out-of-pocket or use the cash value to pay premiums

  • You won’t need to qualify to take money out of your insurance policy

  • You have the option of partial withdrawal

  • The cash value grows at a variable interest rate and can yield higher returns

  • Maximize the transfer of your wealth to your heirs in a tax-efficient way

You can speak with your financial advisors at InsLyf Brokerage for all the information that you need about these matters.

So, should you apply for universal life insurance

If you are looking for an easy to understand life insurance policy that can also help make some savings, this is the ideal option. Our team can help you with all the paperwork. All you have to do is sit down with has and discuss what you want to get out of your insurance scheme and we will see to it that your requirements are met. For all details you want to know about universal life insurance, speak with the team at InsLyf Brokerage. We will be more than happy to help you.

To discuss your insurance needs, contact InsLyf and
schedule an appointment today.