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Regulations and Practices in Life Settlements Quiz

#1

What is the viatical settlement option?

Selling a life insurance policy to a third party for less than the death benefit
Explanation

Selling a life insurance policy to a third party for less than the death benefit

#2

What is the typical minimum age requirement for an insured in a life settlement transaction?

60
Explanation

60

#3

What is the 'cash surrender value' of a life insurance policy?

The amount the policyholder receives upon surrendering the policy before maturity
Explanation

The amount the policyholder receives upon surrendering the policy before maturity

#4

What is the primary benefit of a life settlement for a policyholder?

Immediate access to cash
Explanation

Immediate access to cash

#5

Which document is crucial for initiating a life settlement transaction?

Insurance policy
Explanation

Insurance policy

#6

Which regulatory body oversees life settlements in the United States?

NAIC
Explanation

National Association of Insurance Commissioners

#7

What does 'STOLI' stand for in the context of life settlements?

Stranger-Originated Life Insurance
Explanation

Stranger-Originated Life Insurance

#8

Which of the following is NOT a common life settlement provider?

Pension funds
Explanation

Pension funds

#9

What is the main difference between a life settlement and a viatical settlement?

The age of the insured
Explanation

The age of the insured

#10

Which of the following is NOT a factor that affects the value of a life settlement?

Gender of the insured
Explanation

Gender of the insured

#11

What is the primary purpose of life settlements for policyholders?

To maximize cash value
Explanation

To maximize cash value

#12

What does 'Tertiary Market' refer to in life settlements?

Market for the purchase of existing life settlement portfolios
Explanation

Market for the purchase of existing life settlement portfolios

#13

In which year was the National Association of Insurance Commissioners (NAIC) model regulation adopted for life settlements?

2006
Explanation

2006

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