Life Insurance as way to help pay for college expenses

Helping your clients plan from a long-term perspective is one of the most important services you can provide. Clients with young children are likely aware the cost of college education is on the rise yet they may underestimate just how large that expense will be. They may also lack adequate life insurance protection. With the right life insurance policy your client can secure needed death benefit protection while gaining a way to help pay for their kids' college education.

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Withdrawals and loans will reduce available death benefit and policy value. Withdrawals beyond basis may be taxable income. Excessive and unpaid loans will reduce death benefits and policy value and may cause the policy to lapse. If a policy lapses, unpaid loans are treated as distribution for tax purposes.

This information is provided by Ameritas^®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to: Ameritas Life Insurance Corp., 5900 O Street, Lincoln, Nebraska 68510 and Ameritas Life Insurance Corp. of New York, (licensed in New York) 1350 Broadway, Suite 2201, New York, New York 10018. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas^®, visit ameritas.com.

Ameritas^® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life^® is a registered service mark of affiliate Ameritas Holding Company.

© 2020 Ameritas Mutual Holding Company

For financial professional use only. Not for use with clients.

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