10 October 2003 Roundtable, 2003-0037125 F - AVANCE SUR POLICE -- summary under Policy Loan

Under the terms of a universal life insurance policy, the policyholder may withdraw an amount, which reduces the amount of the benefit payable at death and the policy cash surrender value - but the withdrawal is not referred to as a "policy loan" in the policy.

Can the withdrawal be considered a "policy loan"? CCRA responded:

Even if the withdrawal is not referred to as a "policy loan" under the terms and conditions of the policy, this does not mean that the withdrawal is not a "policy loan" … .

The definition of "policy loan" is broad enough to allow for this interpretation, as it defines "policy loan" as "an amount advanced by an insurer to a policyholder in accordance with the terms and conditions of the life insurance policy.

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