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Jeff is 42 years of age and is attempting to decide what type of whole life policy he should buy. If cash flow is his primary consideration, which of the following policies would be most beneficial to Jeff?

A. Life paid-up at age 65
B. Single premium whole life
C. Twenty-pay whole life
D. Ten-year endowment

User Jodi
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1 Answer

2 votes

Final answer:

For Jeff, 42, seeking a whole life policy focused on cash flow, a Life paid-up at age 65 policy is most beneficial as it offers balanced premiums and lifetime coverage without affecting cash flow significantly.

Step-by-step explanation:

Jeff, who is 42 years of age and looking at options for whole life policies with cash flow as his primary consideration, would most likely benefit from a Life paid-up at age 65 policy. This policy allows Jeff to pay premiums until he is 65, at which point the policy is considered fully paid, and no additional premiums are necessary.

Such a plan would likely offer a balance between premium costs and coverage duration, maximizing cash flow during his working years while still providing lifetime coverage.

Other policies like Single premium whole life require a large one-time payment, which can be disadvantageous for cash flow. A Twenty-pay whole life policy would also be fully paid after 20 years, but the premiums would be higher than a life paid-up at 65 policy, as the payment period is shorter.

A Ten-year endowment would provide coverage for only 10 years and includes an investment component, which isn't necessarily focused on lifetime coverage or cash flow.

User Stephen Brickner
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