What is a life insurance surrender charge? | Patriot Plans
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HomeLife InsuranceWhat is a life insurance surrender charge?
Life Insurance Basics

What is a life insurance surrender charge?

A surrender charge is a fee charged by the insurance company if you cancel a whole life, universal life, or variable life policy during the surrender charge period. Surrender charge periods typically last 7-15 years. The surrender charge decreases over time and eventually reaches zero.

Key Points

  • Surrender charge: fee for canceling a permanent life policy during the surrender period
  • Surrender charge period: typically 7-15 years
  • Surrender charge decreases over time and eventually reaches zero
  • Surrender charges protect the insurance company from early policy terminations
  • An independent agent can help you understand surrender charges before purchasing