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Surrender a Universal Life Insurance Policy

What to do With an Underperforming Life Insurance Policy

Several options exist for handling a universal life insurance policy that is no longer serving a client’s needs.  In this real-world example, four experts offer advice on what they would do with such a policy, with some of them recommending that the policy be surrendered.

To read the full article in WealthManagement, click: Surrender a Universal Life Insurance Policy.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.