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Glossary · The loan itself

Universal life insurance

In short

A type of permanent life insurance policy that offers flexible premiums and a savings component. While permanent, the SBA typically prefers term life for its collateral requirement due to simplicity.

What it means in a deal

While Universal Life Insurance can technically fulfill the SBA's life insurance requirement, lenders often prefer term life policies. The cash value component of universal policies can complicate the assignment process. Discuss with your lender which type they prefer to avoid delays.

Common questions about Universal life insurance

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Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.

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