California Life-Only & Accident and Health AgentLife InsuranceEasy

A life insurance applicant has a history of a chronic medical condition that, while managed, presents a higher risk than average. The insurer decides to issue the policy but at a higher premium rate to compensate for the increased risk. This is an example of which underwriting decision?

  1. AStandard
  2. BSubstandard
  3. CDeclined
  4. DPreferred
Show answer & explanation

Correct answer: B. Substandard

A substandard rating, also known as a 'rated' policy, is issued when an applicant presents a higher-than-average risk due to factors like a chronic medical condition, and the insurer charges a higher premium to cover this increased risk.

Why the other options are wrong

  • A. Standard means the applicant presents an average risk and pays standard premiums.
  • C. Declined means the insurer refuses to issue the policy.
  • D. Preferred means lower risk, resulting in lower premiums.

Substandard Risk

An underwriting classification for an applicant who presents a higher-than-average risk to the insurer due to health issues, hazardous occupations, or other factors, typically resulting in higher premiums.

  • Higher risk than average
  • Often due to health, occupation, or lifestyle
  • Result: higher premiums (rated policy)
  • Policy is still issued, but with modified terms

Memory trick: Underwriting is like a 'risk report card' for insurance applicants.

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