| New and professional insurance agents alike, often | | | | include earnings that accumulate tax deferred, a |
| overlook selling single premium life. Some agents do | | | | beneficiary receives an immediate, tax-free death |
| not know who the top insurance companies offering | | | | benefit, and policy owners are able to retain access |
| the plans are. Other agents are unfamiliar with the | | | | to their money to meet unseen circumstances. |
| advantages the coverage can provide the client. This | | | | The disadvantages of singe-premium life are that is |
| will briefly explain the needed information on both | | | | not a deposit that it is not FDIC insured by a Federal |
| This is a great option for a client that has a lump sum | | | | Government Agency. It is also not guaranteed by |
| of cash not needed right now, and desiring | | | | any bank provisions and could possibly lose value. |
| guaranteed life insurance protection. For provide the | | | | The Top Insurance Companies Actively Promoting |
| family or charity with a later payment, single-premium | | | | SINGLE PREMIUM LIFE |
| life insurance may be the ideal product for you. The | | | | 1. Americo Financial Life and Annuity Insurance |
| minimum investment payment is usually $5,000. | | | | Company, all states but Al, AK, MS, NJ, NY, PA, WA |
| Single Premium Life Insurance protects the financial | | | | 2. AmerUs Life Insurance Group, national |
| security of individuals interested in preserving and | | | | 3. Assurity Life Insurance Company, national |
| transferring their wealth without passing along estate | | | | 4. Aviva Life $ Annuity Company, all states but MA. |
| taxes. Single premium life insurance requires a one | | | | MT, PA, VT |
| time, lump sum of money paid into the policy in | | | | 5. Baltimore Life Insurance Company, all states but |
| return for a death benefit guaranteed to remain | | | | KY, MA, MT, NY |
| paid-up until the policy owner dies. With | | | | 6. Catholic Family Life, these 20 states: AZ, CA, CT, |
| single-premium life insurance, the cash invested builds | | | | IL, IN, IA, ME, MD, MI, MN, MN, MO, NE, NH, PA, RI, |
| up quickly because the policy is fully funded. | | | | SD, VT, VA. WI |
| The size of the death benefit depends on the | | | | 7. CSA Fraternal Life, these 17 states: CA,CO,FL, IA, |
| amount invested and the age and health of the | | | | IL, IN, KS, MD, MI, MO, NE, NJ, OH, PA, TX, WI |
| insured. At age 55, a $25,000 single payment on a | | | | 8. EMG National Life Company, no NJ or NY |
| female could carry a $60,000 death benefit. In turn a | | | | 9. Equitable Life & Casualty, all states but AK, |
| 50-year-old male may make a $25,000 single | | | | CA, CT, DE, FL, GA, HI, MD, MA, MN, NJ, NY, PA, RI, |
| payment and have a $100,000 death benefit. Some | | | | VT, WA, WI |
| SPL policies give tax-free access to the death benefit | | | | 10. Illinois Mutual, all states but not AK, HI, NJ, NY |
| to pay for long-term care expenses. This super | | | | 11. Lincoln National Life Insurance Company, national |
| feature can help protect other assets from the | | | | 12. Motorists Life Insurance Company, available in FL, |
| overwhelming cost of long-term care. The death | | | | GA, IL, IN, KY, MI, OH, PA, SC, TN, VA, WV, WI |
| benefits remain in the policy, and when the policy | | | | 13. Mutual of Omaha, all states but MD, MA, NJ, PA, |
| owner dies, they pass income tax free to the | | | | VT |
| beneficiaries. | | | | 14. New York Life Insurance Company, national |
| Investment Options There are two popular | | | | 15. National Guardian Life Insurance Company, all |
| single-premium policies that offer different | | | | states but ME, NY, VT |
| investment options. First, there is single premium | | | | 16. Nationwide Financial, all states but CA, CT, HI, MA. |
| whole life, which pays a fixed interest rate. This rate | | | | MS, MT, NV, NJ, NC, PA, TX, UT, WA |
| is based on the investment experience and current | | | | 17. Royal Neighbors, All states but AL, AK, HI, MA, |
| economic conditions affecting the insurance company. | | | | NH, SC, VT |
| The other option is single premium variable life that | | | | 18. SBLI USA Mutual Life Insurance Company, most |
| allows policy owners to select from a wide number | | | | states |
| of professionally managed money market, stock, and | | | | 19. Standard Life and Accident Insurance Company, all |
| bond or set up a fixed account. | | | | states except AL, AK, ME, MT, NH, NJ, NY, SD |
| The advantages of single premium life insurance | | | | 20. |