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Jun 3, 2024

Should You Borrow Against Your Life Insurance Policy?

It doesn’t make sense to purchase life insurance with the intent to borrow against it. However, suppose you have a permanent policy with a sizable cash value.

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AUTHORS

Elaine E. Bedel, CFP®

CEO
Executive on Loan

Evan D. Bedel, CFP®

President

Meredith Carbrey, CFP®

Sr. Wealth Advisor, Director

Ryan A. Collier, CIMA®

Vice President and Director of Investment Management

David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Abby Presley, CFP®

Wealth Advisor &
GenerationNeXt Team Leader

Mathew J. Ryan, MBA, CFP®, EA

Financial Planning Specialist

Austin Stagman, CIMA®