Sentences with phrase «accumulated value of the portfolios»

The return of the premium (investment amount) if it's greater than the accumulated value of the portfolios.

Not exact matches

Although the premiums may seem higher than the risk of death in the early years, they can accumulate cash value and are invested in the company's general investment portfolio.

[This applies just as much for growth investors, as it does for value investors — we're all guilty at times of accumulating small - cap junk, for example, in our portfolios].

It is possible that you will not accumulate any cash value if any, or all, of the following circumstances occur: administrative expenses increase, mortality assumptions are changed, the insurance company's investment portfolio underperforms, premium payments are insufficient.

Whole life policies do accumulate a cash value on a tax - deferred basis, however, the net rate of return is low when compared to a balanced investment portfolio and the insurance cost, expenses and method of determining the dividend scale / interest rate are not disclosed.

With both accumulated value and a guaranteed death benefit, this type of policy can make sense as part of your portfolio.

Although the premiums may seem higher than the risk of death in the early years, they can accumulate cash value and are invested in the company's general investment portfolio.

If you have accumulated a healthy cash value, you can use these funds in a variety of ways as an asset in your retirement portfolio.