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

A life insurance applicant has a history of heart disease, high blood pressure, and is a smoker. The underwriter assigns a higher-than-standard premium due to these factors. Which risk classification has been applied to this applicant?

  1. ADeclined Risk
  2. BPreferred Risk
  3. CStandard Risk
  4. DSubstandard Risk
Show answer & explanation

Correct answer: D. Substandard Risk

Substandard risk, also known as rated risk, is assigned to applicants who present a higher-than-average risk to the insurer due to health issues, hazardous occupations, or dangerous hobbies, leading to higher premiums.

Why the other options are wrong

  • A. Declined risk means the insurer has refused to issue a policy due to excessively high risk or uninsurable conditions.
  • B. Preferred risk is for individuals with excellent health and lifestyle habits, qualifying them for lower premiums.
  • C. Standard risk is for individuals who meet the insurer's average health and lifestyle criteria.

Substandard Risk

An insurance applicant classified as having a higher-than-average risk, typically due to health, occupation, or lifestyle, leading to increased premiums.

  • Higher risk than standard
  • Results in higher premiums (rated policy)
  • May be due to health, occupation, or hobbies

Memory trick: Risk Class: P.S.S.D. - Preferred, Standard, Substandard, Declined. Know your place!

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