Life & Health Insurance Exam (National Portion)Life InsuranceEasy

A 45-year-old individual wants a life insurance policy that provides a guaranteed death benefit, guaranteed cash value growth, and level premiums for life. Which type of policy best fits these requirements?

  1. AWhole Life
  2. BTerm Life
  3. CUniversal Life
  4. DVariable Life
Show answer & explanation

Correct answer: A. Whole Life

Whole Life insurance is characterized by a guaranteed death benefit, guaranteed cash value accumulation, and level premiums for the entire life of the insured.

Why the other options are wrong

  • B. Term Life provides coverage for a specific period and does not accumulate cash value.
  • C. Universal Life has flexible premiums and adjustable death benefits.
  • D. Variable Life's cash value fluctuates based on market performance and is not guaranteed.

Whole Life Insurance

A type of permanent life insurance that provides guaranteed coverage for the insured's entire life, with level premiums and guaranteed cash value growth.

  • Permanent coverage (to age 100 or 121)
  • Guaranteed cash value accumulation
  • Level premiums

Memory trick: Permanent policies are like a tree, growing cash value over time, but some are more predictable than others.

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