Sample Questions

You're viewing a limited preview. Log in and subscribe to access all questions.

Exam Questions

Question 1
When an applicant reveals conditions that require more information, what is required?
A. Physical examination
B. Attending physician's statement
C. Investigative consumer report
D. Agent's report
Correct Answer: B
Rationale: Under California underwriting rules, if the application or medical questionnaire reveals any significant health condition, the insurer must obtain an Attending Physician Statement (APS) from the applicant’s treating doctor. The APS supplies detailed clinical notes, lab results, and prognoses, allowing the underwriter to classify risk accurately before policy issuance.
Question 2
Which risk classification carries the lowest premium?
A. Endowed
B. Substandard
C. Standard
D. Preferred
Correct Answer: D
Rationale: Preferred risk denotes individuals in excellent health, with favorable family history, non-hazardous occupations, and healthy lifestyles. Because the actuarial probability of loss is lowest for this class, the insurer charges the lowest possible premium while still covering expenses and profit margins.
Question 3
During the disability elimination period, what is true about benefits?
A. Occupational claims are payable
B. Small claims are payable
C. No benefits are payable
D. Residual benefits are payable
Correct Answer: C
Rationale: The elimination period acts like a time deductible. Regardless of claim size or type, the insured must satisfy the waiting period (commonly 30, 60, or 90 days) before any monthly disability income is paid. This reduces the insurer’s exposure to short-term claims and controls adverse selection.
Question 4
Which statement best defines partial disability?
A. A disabled employee working part-time receiving lost income under LTD
B. An employee who loses sight in one eye from a job accident
C. An employer contributing half of disability benefit to employee on LTD
D. The prorated income paid to injured employee on STD
Correct Answer: A
Rationale: Partial disability under a long-term disability (LTD) contract means the insured, due to sickness or injury, cannot perform the substantial and material duties of his or her own occupation on a full-time basis, but can work part-time. The policy then pays the contractual percentage of lost earnings, encouraging a gradual return to work.
Question 5
What best describes a life insurance policy dividend?
A. Larger in non-participating whole life than participating
B. Interest paid on cash value of permanent insurance
C. Distribution of excess funds from participating policies
D. Stockholder return on company investments
Correct Answer: C
Rationale: Dividends are declared only on participating policies and represent the policyowner’s share of the insurer’s divisible surplus. The surplus arises when actual mortality, expense, and investment experience are more favorable than the conservative assumptions used to set premium rates.