California Life-Only & Accident and Health AgentLife InsuranceEasy

A life insurance applicant has a history of a serious medical condition that is currently well-managed with medication. The underwriter determines that while the risk is higher than average, it is still insurable. How would this applicant likely be classified?

  1. AStandard Risk
  2. BPreferred Risk
  3. CDeclined Risk
  4. DSubstandard Risk
Show answer & explanation

Correct answer: D. Substandard Risk

A Substandard Risk classification is applied to applicants who pose a higher-than-average risk to the insurer due to health issues, hazardous occupations, or avocations, but are still considered insurable, usually with higher premiums.

Why the other options are wrong

  • A. Standard Risk applies to individuals with average health and lifestyle, fitting the insurer's normal mortality expectations.
  • B. Preferred Risk is for individuals with excellent health and lifestyle, qualifying for lower premiums than standard risks.
  • C. Declined Risk means the applicant is uninsurable due to extremely high risk, which is not indicated here as the condition is 'well-managed'.

Substandard Risk

An applicant classification in life insurance for individuals who present a higher-than-average risk of mortality to the insurer due to health, occupation, or lifestyle factors, but are still deemed insurable.

  • Higher risk than average.
  • Still considered insurable.
  • Typically requires higher premiums (rated policy).
  • May involve policy modifications or exclusions.

Memory trick: Risk classifications: Preferred, Standard, Substandard, Declined.

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