Life Insurance Policy Provisions, Options, and Riders

Why is naming a minor directly as beneficiary of a life policy usually discouraged?

Answer and explanation
Answer: B. A minor lacks capacity to give a binding release for the proceeds, so payment usually waits on the appointment of a guardian, which costs time and money. The usual answer is a trust or a custodial arrangement, not a change in the tax treatment or an automatic hold by the insurer.Source: PSI — New York DFS Insurance Candidate Information Bulletin — Outline, minors as beneficiaries

On the exam in: New York · difficulty: medium

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