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Life Settlements and Insurance Policies Quiz

#1

What is a life settlement?

A financial transaction where a policyholder sells their life insurance policy to a third party
Explanation

Policyholder sells life insurance policy to third party.

#2

What is the primary reason someone might consider a life settlement?

To receive a lump sum cash payment
Explanation

To receive lump sum cash payment.

#3

Which factor typically determines the value of a life settlement?

The policyholder's age and health
Explanation

Value determined by policyholder's age and health.

#4

What is the 'life settlement broker' responsible for in the life settlement process?

Negotiating the sale of the policy
Explanation

Responsible for negotiating policy sale.

#5

What is the 'insurable interest' requirement in life settlements?

The policyholder must have a financial interest in the continued life of the insured
Explanation

Policyholder must have financial interest in insured's life.

#6

What is the 'two-year contestability period' in the context of life insurance policies?

A period during which the insurance company can contest the policy's validity
Explanation

Period for contesting policy's validity by insurance company.

#7

What is the viatical settlement industry related to?

Selling life insurance policies of terminally ill individuals
Explanation

Selling policies of terminally ill individuals.

#8

In a life settlement, who is the typical buyer?

A third-party investor or company
Explanation

Typical buyer is third-party investor or company.

#9

What happens if the insured person outlives the life expectancy predicted during a life settlement?

The buyer receives additional payments
Explanation

Buyer receives additional payments if insured outlives expectancy.

#10

How are life settlements regulated?

Through state regulations
Explanation

Regulated through state regulations.

#11

What is the key distinction between a life settlement and a viatical settlement?

The health condition of the insured
Explanation

Key distinction is insured's health condition.

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