Life Insurance Policies

A client has a lump sum from an inheritance and wants to leave the largest possible sum to heirs, with no further payments.

Answer and explanation
Answer: B. A single premium turns available capital into an immediately paid-up death benefit larger than the sum invested, with no further obligation. The other forms require continuing payments or provide only temporary cover.Source: PSI — New York DFS Insurance Candidate Information Bulletin — Outline, single premium suitability

On the exam in: New York · difficulty: hard

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