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Life · Chapter 4 · Whole Life

Equity-Indexed Whole Life

Definition
Cash value interest is tied to an equity index (S&P 500) but not directly invested in it. Guaranteed minimum interest and death benefit; not a security.
Easy to confuse with

These are what this term gets tested against — if you can't tell them apart cold, drill the contrast.

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Verified against primary sources · 2026-08-10