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Life Insurance Policies and Planning Quiz

#1

Which of the following is a type of life insurance that covers the policyholder for a specific period?

Term life insurance
Explanation

Provides coverage for a set term with no cash value accumulation.

#2

What is the primary purpose of a beneficiary designation in a life insurance policy?

To identify who receives the death benefit upon the insured's death
Explanation

Specifies who receives the death benefit upon the policyholder's demise.

#3

What does the cash value component of a permanent life insurance policy represent?

The investment portion of the policy that grows tax-deferred
Explanation

Represents the investment portion of the policy with tax-deferred growth.

#4

Which of the following statements about term life insurance is true?

It typically does not build cash value
Explanation

Term life insurance generally lacks cash value accumulation.

#5

What is the main advantage of whole life insurance compared to term life insurance?

Accumulation of cash value
Explanation

Accumulates cash value over time unlike term life insurance.

#6

In life insurance, what does the term 'underwriting' refer to?

The assessment of risk and determination of premiums
Explanation

Process of assessing risk and setting premiums for insurance policies.

#7

What is the purpose of a 'rider' in a life insurance policy?

To provide additional coverage or benefits
Explanation

Adds extra coverage or benefits to a life insurance policy.

#8

Which of the following factors is NOT typically considered when determining life insurance premiums?

Marital status of the insured
Explanation

Marital status usually doesn't directly influence life insurance premiums.

#9

Which of the following statements about universal life insurance is true?

It allows the policyholder to adjust the death benefit and premium payments
Explanation

Offers flexibility to adjust death benefits and premium payments.

#10

Which of the following life insurance policies offers potential for investment growth?

Variable life insurance
Explanation

Provides investment growth potential with policyholder control.

#11

Which of the following factors typically influences the cost of life insurance premiums the most?

Health condition of the insured
Explanation

The health condition of the insured is a primary factor in premium determination.

#12

What is the purpose of the 'incontestability clause' in a life insurance policy?

To prevent the insurer from denying a claim after a certain period
Explanation

Prevents the insurer from contesting claims after a specified time period.

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