Texas General Lines — Life, Accident, Health and HMOTexas Statutes and Rules Common to Life, Accident, Health and HMOEasy

A Texas-licensed agent is found to have offered a prospective client a discount on their annual premium if they purchase a new life insurance policy through them, rather than through another agent. This action is considered which of the following?

  1. ARebating
  2. BCoercion
  3. CTwisting
  4. DDefamation
Show answer & explanation

Correct answer: A. Rebating

Offering a discount on a premium as an inducement to purchase a policy is considered rebating, which is an illegal practice in Texas. This gives an unfair advantage and is anti-competitive.

Why the other options are wrong

  • B. Coercion is compelling someone to act against their will through force or intimidation.
  • C. Twisting involves misrepresenting a policy to induce a policyholder to lapse or surrender an existing policy to replace it with a new one.
  • D. Defamation involves making false or malicious statements about an insurer's financial condition or about an agent.

Rebating

Rebating is an illegal practice where an insurance agent offers a prospective client a portion of their commission or anything of value not specified in the policy as an inducement to buy insurance.

  • Illegal in Texas and most states
  • Considered an unfair trade practice
  • Intended to prevent unfair competition among agents

Memory trick: Don't REBATE, or you'll be in a STATE of trouble!

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