Completing the Application, Underwriting, Delivering Policies, Contract Law

An investor offers to fund a new policy only if the applicant agrees at inception to transfer it for settlement. What is the main concern?

Answer and explanation
Answer: B. Texas prohibits issuing, soliciting, marketing, or promoting purchase of a policy for the purpose of settling it. An inception agreement tying financing to later transfer is a strong STOLI/IOLI warning sign and must not be concealed.Source: Texas Legislature — Texas Insurance Code Chapter 1111A — §§ 1111A.002(11), 1111A.013, and 1111A.017(a)(1), (4)

On the exam in: Texas · difficulty: easy

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