Policy Riders, Provisions, Options, and Exclusions

The insured is not the owner of a cash-value life policy. The insured asks to take a policy loan without the owner's authorization. Which response best reflects the parties' roles?

Answer and explanation
Answer: A. Control over policy loans and cash-value access belongs to the policyowner, not automatically to the insured. When the parties differ, the insured cannot exercise an ownership right merely because the policy covers that person's life.Source: National Association of Insurance Commissioners — Life Insurance Beneficiaries: Per Capita vs. Per Stirpes — Parties to a life insurance policy: owner controls changes, loans, withdrawals, and options

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