Personal Finance (Not Investing) • whole life - cash out or still hold as investment

My statements don’t actually have cost basis so I don’t think that’s universal

It’s whatever premiums you have paid adds up to

You can call and find out for sure

With NWM? Every year on the policy anniversary date, I get a "Life Insurance Annual Policy Statement." The cost basis shows up in the middle of the document, under "Summary of Values."

It's the only place where I can find this value.

Statistics: Posted by Rex66 — Tue Sep 10, 2024 11:30 pm — Replies 10 — Views 543