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AskIUL · Oregon

How I can get my IUL in Oregon

Clear, careful guidance for families in Oregon.

Who regulates your policy in Oregon

Insurance is regulated state by state, so your policy is governed by Oregon law and overseen by the Oregon Division of Financial Regulation — not by a federal agency. It licenses the agent who sells to you and handles complaints if something goes wrong.

Two things worth doing before you sign: verify your agent's license is active in Oregon, and keep the consumer line (888-877-4894) on hand. Both are free, and an agent not licensed in your state is a hard stop.

Your window to cancel in Oregon

No single fixed free-look day count for ordinary individual life: DFR product standards require a minimum 10-day right-to-examine on new issues (from policy receipt), while OAR 836-080-0029(1)(d) requires 30 days when a life policy/annuity is a replacement. DFR consumer material states most policies use 10 days and the law requires 30 days on replacement.

Because the rule is not a single fixed number here, the period that applies to you is whatever your specific policy states. Find that clause in the contract before you sign, rather than assuming a standard period exists.

If a carrier fails in Oregon

If your carrier became insolvent, the Oregon Life & Health Insurance Guaranty Association is the backstop. In Oregon it covers a death benefit up to $300,000 and cash surrender value up to $100,000. Those are separate ceilings, so an IUL's accumulated cash value is protected independently of the death benefit.

This protection is not a reason to skip carrier due diligence. It caps what you would recover, and a policy designed above that cap leaves the excess exposed.

What Oregon adds to the cost

Oregon does not levy a state premium tax on life insurance. Most states do — the median across the states covered here is 2% — and carriers price that cost into the premium. Its absence here is a genuine, if small, structural advantage.

Oregon specifics

Oregon Division of Financial Regulation · consumer line 888-877-4894
Guaranty associationsource · checked 2026-07-21
Oregon Life & Health Insurance Guaranty Association · death benefit covered up to $300,000 · cash value up to $100,000
0% on life insurance premiums

Guaranty limits are separate (not one combined death/cash cap): per ORS 734.810(11)(b)(A), $300,000 life death benefits but not more than $100,000 net cash surrender/withdrawal values for life insurance; ORS 734.810(12)(a) also caps aggregate association liability at $300,000 per life for the listed life/health/annuity categories other than major medical ($500,000). (source)

DFR publishes the same life limits ($300,000 death benefits; $100,000 cash value) for insolvencies on or after May 27, 2011. (source)

No single fixed free-look day count for ordinary individual life: DFR product standards require a minimum 10-day right-to-examine on new issues (from policy receipt), while OAR 836-080-0029(1)(d) requires 30 days when a life policy/annuity is a replacement. DFR consumer material states most policies use 10 days and the law requires 30 days on replacement. (source)

Replacement free-look of 30 days (full premium refund, or cash surrender plus fees for certain variable/MVA contracts) is in OAR 836-080-0029(1)(d). (source)

Oregon does not impose a general life premium tax: DFR form-filing guidance tells insurers to state “0% in Oregon” or remove premium-tax references; ORS 731.840 makes retaliatory tax or corporate excise tax in lieu of other state taxes on premiums (exceptions are fire premium tax under ORS 731.820, wet marine taxes, and specified assessments—not ordinary life). (source)

Figures above are read from the linked official sources on the dates shown and can change. Confirm current limits with the regulator or a licensed agent before making a decision.

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