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

A life insurance company receives an application from a 70-year-old individual who has recently been diagnosed with a terminal illness. The underwriter determines the applicant poses an unacceptably high risk. What action will the underwriter most likely take?

  1. APostpone the coverage until the applicant's health improves.
  2. BIssue the policy with a substandard rating and higher premiums.
  3. CIssue the policy with an exclusion rider for the terminal illness.
  4. DDecline the application.
Show answer & explanation

Correct answer: D. Decline the application.

When an applicant presents an unacceptably high risk, such as a terminal illness, the insurer's most common action is to decline the application. A terminal illness typically makes an individual uninsurable for standard life insurance policies.

Why the other options are wrong

  • A. Postponing coverage is usually for temporary conditions that are expected to improve, not a terminal illness.
  • B. Substandard rating applies to higher-than-average, but still insurable, risks; terminal illness is often beyond this.
  • C. Exclusion riders are more common for specific hazardous activities or pre-existing conditions, not usually for a terminal illness in life insurance.

Declined Risk

An applicant whose risk is deemed too high or uninsurable by the insurer, resulting in the refusal to issue a policy.

  • Applicant is uninsurable
  • No policy issued
  • Common reasons: terminal illness, extreme hazardous activities

Memory trick: Too Risky? Decline, Postpone, Rate, or Exclude. But Terminal means NO.

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