Whole Life
- Permanent Life Insurance
- Universal Life as Permanent / Whole / Other
- Why is Universal Life Insurance sometimes called Whole or Permanent?
- Whole Life Insurance Policy vs can last the "Whole of Life"
- A policy which endows at age 95 or later is called a "whole life" policy. (p27)
-- John E. Chapoton, Assistant Secretary for Tax Policy, Department of The Treasury
1983 0510, 0511 and 0728 - GOV (House) - Tax Treatment of Life Insurance, Pete Stark (D-CA) --- [BonkNote]
- Persons seeking life insurance for the Whole of Life have several choices: they may:
- buy a one-year renewable term contract and renew it annually, paying the full cost of insurance for each year
- buy coverage for the insured's life with a single premium payment, or
- buy coverage for the whole of life under some type of installment arrangement. (p47)
1984 - Book - Life Insurance: Theory and Practice, by Robert I. Mehr
- Whole life policies provide a guaranteed set of future cash values and death benefits for a specified premium.
- In other words, the terms are fixed and guaranteed….." (page 299)
2018 - Book - Statutory Valuation of Individual Life and Annuity Contracts | 5th Edition -- Claire, Lombardi and Summers
- ...not great promoters of cash value life insurance, the FTC and other Federal regulators for who Whole life is defined as level premium, continuous pay policies.
-- James W. Kemble
1981 - SOA - The Future of Permanent Life Insurance (rsa81v7n12), Society of Actuaries - 22p
- 1975 - AP - The Concept of the Level-Premium Whole Life Policy Reexamined, by Robert I. Mehr - 14p
- 1981 - SOA - The Future of Permanent Life Insurance (rsa81v7n12), Society of Actuaries - 22p
- 1983 - SOA - The Future of Whole Life Insurance--A Debates, Society of Actuaries - 24p
- 1983 0510, 0511 and 0728 - GOV (House) - Tax Treatment of Life Insurance, Pete Stark (D-CA) --- [BonkNote]
- 1984 - Book - Life Insurance: Theory and Practice, by Robert I. Mehr