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EXAM ELABORATIONS Sep 4, 2025
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XCEL Chapter 4: Life Insurance Policies

-Provisions, Options and Riders Questions and Answers Best rated A+ Guaranteed Success Latest Update

How is a collateral assignment used in a life insurance contract? - ANSWER-Transfers specific ownership rights to a creditor

How is the insured protected if a payor benefit rider is attached to the life insurance policy? - ANSWER-Premium payments are waived in the event the premium payor dies or becomes disabled

How long can an insurer defer paying the cash value of a surrendered life insurance policy? - ANSWER-6 months

How long does protection normally extend to under a limited pay whole life policy? - ANSWER-Until age 100

In the event of premium default, which life insurance provision will use the cash value to keep the policy in force? - ANSWER-Automatic premium loan

John received a one-time distribution of $50,000 from his modified endowment contract (MEC). Prior to that, the contact's cash value was $150,000, the contract investment amount was $100,000, and the death benefit was $500,000. What percentage of the $50,000 distribution was taxable as ordinary income? - ANSWER-100%

A policyowner is permitted to take out a policy loan on a whole life policy at what point?

  • ANSWER-When the policy has a cash value

A survivorship life insurance policy usually covers how many lives? - ANSWER-2

After the extended term life nonforfeiture option is chosen, the available insurance will be - ANSWER-Level term for a stated period of time

All of these are considered feature of whole life insurance EXCEPT - ANSWER-Initial premium is lower than for an equivalent amount of term insurance

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Category: EXAM ELABORATIONS
Added: Sep 4, 2025
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XCEL Chapter 4: Life Insurance Policies -Provisions, Options and Riders Questions and Answers Best rated A+ Guaranteed Success Latest Update How is a collateral assignment used in a life insurance ...

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