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With universal life, you get tax-advantaged benefits from both insurance protection and savings growth for when life goes according to plan (as well as when it doesn’t).
1. With Everly Life, you can save while interest is added to your Account Value tax-free. Learn more about the tax benefits of Everly Life as well as accessing your money through withdrawals and loans.
2. The 4% current interest is guaranteed for the first policy year and subject to change on policy anniversaries thereafter. Guaranteed Minimum Interest Rate is 1%.
3. You can adjust your Everly Life coverage as your life changes. Learn more about adjusting your coverage.
4. Life isn’t always constant. Learn more about how you can adjust your Everly Life payment.
5. Everly Life allows you to cancel and take your savings with you – with no fees. Learn more what happens to your account value if you cancel.
6. National Average Savings Account rate is 0.33% as of 1/17/2023. Source.
7. Not available in all states and riders may vary by state.
Insurance exclusively made available through Everly, LLC. Everly, LLC does business in CA, GA, NJ, PA, TX, UT, and VA as Everly Agency Insurance Solutions, LLC. Everly offers insurance issued by Security Benefit Life Insurance Company (SBL), Topeka, KS. SBL is not licensed to transact business in New York. View Everly and SBL license information.
Everly Life is a flexible premium adjustable life insurance policy issued on policy form ICC20 SBUL 100 (8-20); SBUL CA 100 (8-20); SBUL FL 100 (8-20); and SBUL 100 (8-20). Learn more about what riders are available with Everly Life. Click on Licenses to learn more about where Everly Life and its riders are available. Everly Life’s guarantees are subject to the financial strength and claims paying ability of SBL. SBL and Everly, LLC are not fiduciaries and the information provided is general in nature, is not tailored to your needs, and is not intended to be investment advice.
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