Understanding your EDO
What you will learn
You will learn what your EDO is, why it is one of the most important numbers in your policy, and exactly where to find it. We walk through page 7 of your policy contract and show you how the term rider directly impacts your EDO capacity. You will also learn about your policy anniversary date and what to watch out for when it comes to your premium change date.
Key moments in this session
- What EDO is and why you need to know it
- Finding your EDO on page 7 of your policy contract
- How the term rider more than doubles your EDO capacity
- Policy anniversary date and premium change date explained
- ⚠️ Warning: do not remove your term rider early if you have been max funding — it can trigger a taxable event