Loan for Life™ Checklist

ITEM

DESCRIPTION

ILLUSTRATION #1

Pay off any policy loan first*, then scheduled WL premiums to maturity, using dividends to purchase paid up insurance.

ILLUSTRATION #2

Pay off any policy loan first*, then scheduled WL premiums to maturity, using dividends to purchase paid up insurance.

ILLUSTRATION #2

Pay off any policy loan first*, then scheduled WL premiums to maturity, using dividends to purchase paid up insurance.

CURRENT POLICY STATEMENT

Separate from illustration to show current values.

COST BASIS OF POLICY

If not included in the account statement.

*If no policy loan exists, please disregard this portion of the request. Also, if the policy is already paid up, we only need Illustration #1

Secure your future and get the cash you need

Get cash from your whole life insurance today. Don’t surrender your Whole Life Policy without calling Fairmarket Advisors first.

Please fill out the form and we will get back to you shortly.

Secure your future and get the cash you need

Get cash from your whole life insurance today. Don’t surrender your Whole Life Policy without calling Fairmarket Advisors first.

Please fill out the form and we will get back to you shortly.

Secure your future and get the cash you need

Get cash from your whole life insurance today. Don’t surrender your Whole Life Policy without calling Fairmarket Advisors first.

Please fill out the form and we will get back to you shortly.

"Loan for Life™" - Keeping Whole Life Alive

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