Life Insurance Exam [National] 67 – Taxation of Cash Value and Policy Loans Explained
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. This episode covers content for the National Exam. In this episode you will learn: • Cash value growth within a permanent life insurance policy is tax-deferred until accessed. • Withdrawals follow the FIFO (First-In-First-Out) rule, where premiums are returned tax-free first. • Any withdrawal…
The skinny
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