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Principles of Life Insurance and Policy Options Quiz

#1

Which of the following is a basic principle of life insurance?

Risk sharing
Explanation

Pooling risk among policyholders to mitigate individual financial burdens.

#2

Which of the following is a characteristic of term life insurance?

Provides coverage for a specified term and has no cash value
Explanation

Offering temporary coverage for a predetermined period without cash accumulation.

#3

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

To receive the death benefit upon the policyholder's death
Explanation

Receiving financial proceeds upon the insured's death as outlined in the policy.

#4

What does the term 'underinsured' mean in the context of life insurance?

Having insufficient coverage to meet financial needs
Explanation

Possessing coverage below the required amount to adequately address financial obligations.

#5

What is the primary function of the policyowner in a life insurance policy?

To pay the premiums and manage the policy
Explanation

Owning the policy, paying premiums, and having authority over policy management and beneficiary designations.

#6

What is the primary purpose of the death benefit in a life insurance policy?

To provide income replacement for the beneficiaries
Explanation

Replacing lost income for dependents after the policyholder's death.

#7

Which of the following is a common life insurance policy option that allows the policyholder to accumulate cash value?

Universal life insurance
Explanation

Combining insurance coverage with a savings component for cash value growth.

#8

What is the purpose of the cash value component in a life insurance policy?

To accumulate savings and investment growth
Explanation

Building a tax-deferred cash reserve over time, offering liquidity and potential returns.

#9

What does the term 'riders' refer to in the context of life insurance?

Additional policy benefits or options that can be added for an extra cost
Explanation

Customizable features enhancing a standard policy, tailored to specific needs or preferences.

#10

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

To exclude coverage for self-inflicted injuries
Explanation

Preventing payouts for policyholder suicides within a specified period after policy initiation.

#11

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

Assessing and evaluating risks associated with insuring a particular individual
Explanation

Determining the risk profile of an applicant to set appropriate premiums and coverage.

#12

Which life insurance policy provides coverage for a specified term and does not accumulate cash value?

Term life insurance
Explanation

Offering coverage for a set period without investment or cash value features.

#13

Which life insurance policy allows policyholders to invest in separate accounts with variable returns?

Variable life insurance
Explanation

Offering flexibility to invest premiums in various funds, potentially yielding higher returns.

#14

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

Restricting the insurer from contesting the validity of the policy after a defined timeframe.

#15

What is the primary factor that determines the premium amount in a life insurance policy?

Policyholder's age and health
Explanation

Evaluating the individual's mortality risk based on age, health, and lifestyle factors.

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