Name
2A - Policyholder Loans – Beyond the Basics
Date & Time
Wednesday, September 16, 2026, 1:00 PM - 1:50 PM
Speakers
Description
An in-depth exploration of policyholder loans on life insurance policies, examining both their value and associated risks. This session reviews the evolution of regulatory frameworks across different generations, including legislation governing dispositions (cash and automatic premium loans), repayments (internal and external), interest, deductibility, and impacts on Adjusted Cost Basis (ACB). Perspectives from both the policyholder and the insured are analyzed to provide a comprehensive view.
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