Property & Casualty Insurance Exam (National Portion)Insurance RegulationMedium

An insurance producer is found to have engaged in 'twisting.' Which of the following best describes this unfair trade practice?

  1. AMaking false or misleading statements about an insurance policy's benefits or terms.
  2. BOffering a prospective client a personal gift not specified in the policy to induce them to purchase insurance.
  3. CInducing a policyholder to lapse, forfeit, or surrender an existing policy to purchase a new one, to the detriment of the insured.
  4. DCharging different premiums for individuals with similar risk profiles based on non-actuarial factors.
Show answer & explanation

Correct answer: C. Inducing a policyholder to lapse, forfeit, or surrender an existing policy to purchase a new one, to the detriment of the insured.

Twisting specifically refers to the act of persuading a policyholder to give up an existing insurance policy in favor of a new one, when doing so is not in the policyholder's best interest, often through misrepresentation of facts or benefits.

Why the other options are wrong

  • A. This describes misrepresentation.
  • B. This describes rebating.
  • D. This describes unfair discrimination.

Twisting

An illegal unfair trade practice in insurance where a producer persuades a policyholder to cancel, lapse, or surrender an existing insurance policy and replace it with a new one, to the detriment of the insured.

  • Involves replacing an existing policy
  • Must be to the insured's disadvantage
  • Often involves misrepresentation or incomplete comparisons

Memory trick: Don't Mislead, Rebate, Twist, or Discriminate for a commission.

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