Life & Health Insurance Exam (National Portion)Life InsuranceMedium

A life insurance applicant has a history of heart disease and is considered a higher risk by the insurer. Which of the following actions is the most likely outcome for this applicant regarding their policy premium or coverage?

  1. AIssued a preferred risk policy with lower premiums.
  2. BDeclined for coverage with no alternative options.
  3. CIssued a standard policy with no changes.
  4. DIssued a substandard policy with higher premiums.
Show answer & explanation

Correct answer: D. Issued a substandard policy with higher premiums.

Applicants with health conditions like heart disease are typically classified as substandard risks. This means they will likely be issued a policy with higher premiums to compensate the insurer for the increased risk of early death.

Why the other options are wrong

  • A. Preferred risk policies are for individuals in excellent health; heart disease would disqualify an applicant from this.
  • B. While possible in extreme cases, insurers often try to offer coverage, even if substandard, before outright declining, especially if the risk can be quantified and priced.
  • C. A standard policy is for average risks; heart disease would generally prevent this classification.

Risk Classification (Substandard)

An underwriting category for applicants who present a higher than average risk to the insurer due to health issues, hazardous occupations, or avocations. These policies are typically issued with higher premiums or modified terms.

  • Also known as 'rated' policies.
  • Higher premiums compensate for increased risk.
  • Can include health impairments, dangerous jobs, or risky hobbies.
  • Opposite of 'preferred' or 'standard' risks.

Memory trick: Underwriting sorts risks: Preferred, Standard, Substandard, or just NO.

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