Florida Statutes, Rules, and Regulations Pertinent to Life and Annuity Insurance, Including Variable Products

A Florida group certificate holder assigns the death benefit to a lender. What two questions arise?

Answer and explanation
Answer: B. Whether an assignment may be made is a matter of the required and permitted provisions of the group contract under section 627.558, and section 222.13(1) makes the creditor exemption for proceeds payable to a named beneficiary yield where the policy or a valid assignment provides otherwise. Eligibility, premium status, and contestability are separate questions.Source: Fla. Stat. §§ 627.551-627.5575 — 627.558 read with 222.13

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