Life & Health Insurance Exam (National Portion)Underwriting and Policy IssueHard

During the underwriting process for a large life insurance policy, the insurer requires the applicant to undergo a medical examination. Which of the following statements regarding the cost of this medical examination is generally true?

  1. AThe agent typically covers the cost of the medical examination as part of their service.
  2. BThe insurer typically pays for the medical examination.
  3. CThe cost is split evenly between the applicant and the insurer.
  4. DThe applicant is always responsible for paying the cost of the medical examination.
Show answer & explanation

Correct answer: B. The insurer typically pays for the medical examination.

In most cases, when an insurer requires a medical examination as part of the underwriting process, the insurer pays for the cost of that examination. This is considered a cost of doing business and gathering necessary risk assessment information.

Why the other options are wrong

  • A. Agents are compensated by commission and do not typically pay for underwriting costs.
  • C. Cost-sharing is not the standard practice for mandatory medical exams in underwriting.
  • D. While some specialized exams might be an exception, standard medical exams required by the insurer are usually paid by the insurer.

Underwriting Medical Exam Cost

When an insurer requires a medical examination for underwriting, the cost of this exam is typically paid by the insurance company.

  • Insurer-required exams are insurer-paid
  • Part of underwriting expenses
  • Not passed on to applicant in most cases

Memory trick: Underwriting's Medical Bill? The Insurer Pays the 'I'nvestigation.

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