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By borrowing up to 90% of the cash surrender value (CSV) of their participating life insurance policy, your clients can gain a powerful personal or business financial tool and use the funds for whatever they want, including to:
¹Clients should always consult their financial advisor regarding their unique tax situation and the tax-free benefits of a CSV Line of Credit.
A CSV line of credit provides clients with a set credit limit (minimum $100,000) at a floating rate with the flexibility to draw funds at any time. Clients make interest-only payments on the monthly outstanding balance. If they meet certain qualifications, they can increase the credit limit in the future.
Please review the information below.
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