California Life-Only & Accident and Health AgentLife InsuranceMedium

A life insurance applicant is currently undergoing treatment for a serious illness. The underwriter reviews the application and medical records. Which of the following risk classifications is MOST likely to be assigned to this applicant?

  1. AStandard
  2. BDeclined
  3. CPreferred
  4. DSubstandard
Show answer & explanation

Correct answer: D. Substandard

An applicant undergoing treatment for a serious illness would present a higher risk than average. Therefore, they would likely be classified as 'Substandard' risk, meaning they are insurable but at a higher premium rate to compensate for the increased risk.

Why the other options are wrong

  • A. Standard risk applies to individuals who meet the insurer's average health criteria.
  • B. Declined means the applicant is considered uninsurable by the insurer due to extremely high risk or specific reasons.
  • C. Preferred risk applies to individuals with excellent health and lifestyle, lower than average risk.

Substandard Risk

An insurance applicant who presents a higher-than-average risk to the insurer due to health, occupation, or lifestyle.

  • Still considered insurable.
  • Assigned a higher premium rate.
  • May have policy modified with riders or exclusions.

Memory trick: Pristine, Standard, Substandard, Declined: the underwriting line.

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