Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, January 29, 2014

Due Diligence Questions for Buyers of Life Insurance


It’s important for physicians and business owners to ask the right questions about a life insurance policy considering the significant investment often involved and the potential exit costs.  Here are the core concepts to be aware of:

  • What is my annual premium and will it change? 
  • Can you show me the policy illustration? 
  • Does this policy have a cash value? 
  • Is the policy protected from creditors? 
  • How long will my policies last? 
  • What would be my exit strategy?

See Ike Devji, Life Insurance for Doctors and Business Owners – Key Due Diligence Questions for Buyers, Pro Asset Protection, Dec. 17, 2013.


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